Multipolar Investing: Geopolitics, Risk, and the End of the 60/40 Portfolio

Connect with Onramp // Jackson Mikalic on X // Bespoke GroupScarce 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 - Intro to Rob Larity & Jacob Shapiro from Bespoke Group06:49 - Understanding Geopolitics and Its Importance11:49 - The Role of Geopolitics in Investment Strategies16:48 - Current Global Power Dynamics: US and China21:44 - Investment Strategies in a Multipolar World26:59 - Challenges and Opportunities in Capital Allocation43:55 - Institutional Inertia and Bitcoin Adoption48:43 - Re-underwriting the U.S. Treasury55:08 - Geopolitical Implications of U.S. Debt01:02:35 - The Future of Bitcoin and Hard Assets01:26:52 - Outro and DisclaimerPlease subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.