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Eric Weiss on X

BIG Fund

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.

00:00-Introduction to Eric Weiss

05:39-A message from Onramp

06:22-Orange-pilling methodologies

12:24-Lessons from the bond market

18:05-Implications of a dual-currency era

21:27-Corporate vs nation-state adoption

23:51-Building with bitcoin as the hurdle rate

29:50-Onramp Multi-Institution Custody

31:18-Intersection of bitcoin mining & data centers

37:23-The future of energy production & demand

40:52-The evolution of bitcoin custody

51:46-Miami's business boom & migration trends

57:38-Navigating bitcoin's price discovery

59:43-Outro

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