The Scarcity Paradigm: Wealth Preservation in an Era of Debasement
Scarce Assets 2/4/25
Scarce Assets
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 – 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