The Last Trade E019: The Institutional Allocator’s Journey to Bitcoin-only with Glenn Cameron
September 29, 2023
The Last Trade is a podcast from Onramp Media exploring where bitcoin meets traditional finance. In this episode, Onramp hosts Marty Bent, Jesse Myers, and Michael Tanguma speak with Glenn Cameron of pension consultancy Cartwright about institutional allocation and pensions.
Marty Bent, Jesse Myers, and Michael Tanguma host Glenn Cameron of UK pension consultancy Cartwright on The Last Trade, a show from Onramp Media. Cameron recounts his path to a bitcoin-only view, how he educates pension consultants, and Cartwright's approach to bitcoin within pension schemes. The conversation also covers the nature of money, counterparty selection, regulation, and responses to ESG criticism. The Last Trade is editorial commentary from Onramp Media and is not investment advice.
Chapters
0:00 - Intro 0:30 - Glenn’s journey into Bitcoin and Cartwright 10:34 - The Bitcoin Standard 14:21 - Educating consultants to articulate Bitcoin 20:25 - Other recent asset discoveries 27:06 - Framing risk in terms of Bitcoin FOMO 38:53 - Understanding the nature of money 49:13 - Pension schemes 53:39 - Cartwright’s approach to Bitcoin 1:02:15 - Choice of counterparties 1:13:15 - Regulating Bitcoin Versus Other Digital Assets 1:25:44 - Why go Bitcoin-only as a business 1:31:17 - Raising standards as knowledge increases 1:35:46 - Cameron On Market Tailwinds 1:41:35 - Bitcoin war bonds 1:46:18 - Countering ESG FUD 1:49:02 - Wrapping up
Frequently Asked Questions
What does Glenn Cameron discuss about pensions on The Last Trade?
He explains Cartwright's approach to bitcoin (53:39), how it fits within pension schemes (49:13), and how he educates consultants to articulate bitcoin (14:21). This is the show's framing, not investment advice from Onramp.
How does the episode frame the nature of money?
Around 38:53 Cameron and the hosts discuss understanding the nature of money as a foundation for thinking about bitcoin, referencing The Bitcoin Standard (10:34).
Does the episode address ESG criticism of bitcoin?
Yes. Near the end (1:46:18) Cameron offers his responses to ESG-related criticism of bitcoin. This is the show's framing, not investment advice from Onramp.
Who hosts this episode of The Last Trade?
Marty Bent, Jesse Myers, and Michael Tanguma host the show from Onramp Media, joined by guest Glenn Cameron of Cartwright (0:00).
This episode is editorial and educational content. Onramp does not provide tax, legal, or investment advice. Bitcoin is volatile and may lose value. Past performance does not guarantee future results.