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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
Please subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.
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- Đã xuất bản17:30 UTC 13 tháng 11, 2024
- Thời lượng1 giờ
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