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Veteran Fund Manager: Bitcoin and Gold Will Crush Traditional Portfolios
Connect with Onramp // Jackson Mikalic on X // Jeroen Blokland on X // Blokland 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 Jackson Mikalic, 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 – Welcoming Back Jeroen Blokland
03:22 – Why Every Asset Is Pumping in 2025
09:04 – Liquidity, Debt, and the Trap Central Banks Are In
13:55 – Fiscal Dominance and the End of Fed Independence
21:25 – The 60/40 Portfolio Is Dead—Here’s Why
29:07 – Inflation, Debasement, and Real Wealth Preservation
36:55 – Gold Is Back—And It’s Outperforming Bonds
45:55 – Why Institutions Still Don’t Get Bitcoin or Gold
53:40 – Bitcoin’s Role in a Sound Portfolio
01:04:54 – The $1.5T EU Trade Deal
01:11:24 – Outro and Disclaimers
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Published on 1 week, 5 days ago