The Scarcity Paradigm: Wealth Preservation in an Era of Debasement
February 4, 2025
This episode of Scarce Assets, a show presented by Onramp, introduces the show's premise: that finance professionals who know stocks and bonds also need a framework for scarce assets. Hosts Jackson Mikalic, Glenn Cameron, and Tim Kotzman discuss what scarcity means in investing, how monetary policy shapes wealth over time, the changing landscape of capital allocation, alternative investments, and sovereign wealth fund strategy.
Hosts Jackson Mikalic, Glenn Cameron, and Tim Kotzman open Scarce Assets, a biweekly show for finance professionals, by setting out what scarcity means in an investment context. The conversation covers their own investment experiences, how monetary policy shapes wealth over time, the changing landscape of capital allocation, alternative investments, and sovereign wealth fund strategy.
Chapters
00:00 - Introduction to Scarce Assets 04:43 - Understanding Scarcity in Investments 10:29 - Personal Investment Experiences & Insights 20:11 - The Impact of Monetary Policy on Wealth 26:51 - Changing Landscape of Capital Allocation 31:02 - Exploring Alternative Investments 39:58 - Sovereign Wealth Funds & Economic Strategy 48:17 - Conclusion & Future Directions 49:42 - Outro & Disclaimer
Frequently Asked Questions
How does this episode define scarcity in an investment context?
The hosts spend an early segment on understanding scarcity in investments (04:43), where they argue scarcity is a property worth assessing on its own terms rather than as a footnote to conventional stock and bond allocation. This is the hosts' framing, not investment advice from Onramp.
What does the episode say about monetary policy and wealth?
A segment on the impact of monetary policy on wealth (20:11) leads into the changing landscape of capital allocation (26:51). This is the hosts' framing of the macro environment, not investment advice from Onramp.
What does the episode cover on alternative investments and sovereign wealth funds?
One segment explores alternative investments (31:02) and another looks at sovereign wealth funds and economic strategy (39:58), before the hosts close with future directions for the show (48:17).
Who hosts Scarce Assets?
Scarce Assets is hosted by Jackson Mikalic, Glenn Cameron, and Tim Kotzman. It is a biweekly show presented by Onramp, aimed at finance professionals and wealth managers thinking about scarcity in portfolios.
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.