Why the Traditional 60/40 Portfolio Is Dead with Argo Chairman Peter Grosskopf

Scarce Assets 2/19/25

Scarce Assets
Argo Digital Gold

Jackson Mikalic on X
Tim Kotzman on X
Glenn Cameron on LinkedIn

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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, Glenn Cameron, & Tim Kotzman, 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 – Peter Grosskopf’s Journey in Finance
07:24 – Current Gold Market Dynamics
12:32 – The Shift Towards Physical Gold
18:30
– Understanding Paper Gold and Its Risks
25:49 – Future Projections for Gold Valuation
30:40 – The Evolution of Gold as an Asset Class
37:52 – The Role of Gold in Modern Portfolios
44:49 – Argo’s Vision for Physical Gold Investments
50:06 – Outro & Disclaimer