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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, 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

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