Connect with Onramp // Jackson Mikalic on X // Bespoke Group
Scarce Assets: a biweekly podcast presented by Onramp which delves into the emergent role of bitcoin in finance professionals' strategies and outlooks. Hosted by Jackson Mikalic, Scarce Assets provides invaluable insights for wealth managers aiming to outperform their peers in the decades ahead. Finance professionals everywhere know about stocks and bonds, but the macroeconomic outlook requires that serious investors pay close attention to another category: Scarce Assets.
00:00 - Intro to Rob Larity & Jacob Shapiro from Bespoke Group
06:49 - Understanding Geopolitics and Its Importance
11:49 - The Role of Geopolitics in Investment Strategies
16:48 - Current Global Power Dynamics: US and China
21:44 - Investment Strategies in a Multipolar World
26:59 - Challenges and Opportunities in Capital Allocation
43:55 - Institutional Inertia and Bitcoin Adoption
48:43 - Re-underwriting the U.S. Treasury
55:08 - Geopolitical Implications of U.S. Debt
01:02:35 - The Future of Bitcoin and Hard Assets
01:26:52 - Outro and Disclaimer
Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.
