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Scarce Assets E003: Macro Masterclass with Lyn Alden
Scarce Assets: a biweekly podcast presented by Onramp which delves into the emergent role of Bitcoin in finance professionals' strategies and outlooks. Hosted by CFP, Andy Edstrom, and former hedge fund manager, Jesse Myers, 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.
0:00 - Introduction to Lyn
4:27 - Broken Money
9:47 - Monetary velocity & technology's role
23:00 - Government debt & maturity mix
32:12 - Interest rates & the Fed
37:01 - A message from Onramp
37:17 - Portfolio construction & scarcity
43:48 - Segmenting scarce assets
47:47 - Diversification & ownership dynamics
52:10 - Utility versus speculation
54:36 - Scaling & privacy solutions
56:26 - Timing considerations for bitcoin companies
59:46 - Looking ahead, long-term expectations
1:04:07 - Expecting the unexpected & wrapping up
Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for Research & Insights to get access to the best content in the ecosystem weekly:
https://onrampbitcoin.com/contact-us/
https://onrampbitcoin.com/category/onramp-media/
View all episodes
By Onramp
4.8
3333 ratings
Scarce Assets: a biweekly podcast presented by Onramp which delves into the emergent role of Bitcoin in finance professionals' strategies and outlooks. Hosted by CFP, Andy Edstrom, and former hedge fund manager, Jesse Myers, 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.
0:00 - Introduction to Lyn
4:27 - Broken Money
9:47 - Monetary velocity & technology's role
23:00 - Government debt & maturity mix
32:12 - Interest rates & the Fed
37:01 - A message from Onramp
37:17 - Portfolio construction & scarcity
43:48 - Segmenting scarce assets
47:47 - Diversification & ownership dynamics
52:10 - Utility versus speculation
54:36 - Scaling & privacy solutions
56:26 - Timing considerations for bitcoin companies
59:46 - Looking ahead, long-term expectations
1:04:07 - Expecting the unexpected & wrapping up
Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for Research & Insights to get access to the best content in the ecosystem weekly:
https://onrampbitcoin.com/contact-us/
https://onrampbitcoin.com/category/onramp-media/
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