Scarce Assets // Strive Asset Management // ⁠Matt Cole on X // 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

01:41-Matt Cole's Journey from CalPERS to Strive

06:53-The Intersection of ESG, DEI, and Bitcoin

13:23-The Pension Crisis and Bitcoin's Role

19:56-Institutional Adoption of Bitcoin

26:24-Entitlements and Bitcoin's Potential

30:55-Corporate Adoption of Bitcoin

34:47-Bitcoin as a Savings Vehicle

42:21-Portfolio Construction and Bitcoin Allocation

47:19-The Bitcoin Hurdle Rate

51:26-Future of Bitcoin in Corporate Strategy

57:38-Integrating AI and Bitcoin

01:01:50-Outro & Disclaimer

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