Scarce Assets

Jackson Mikalic on X

Tim Kotzman on X

Glenn Cameron on LinkedIn

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

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