Scarce Assets E003: Macro Masterclass with Lyn Alden

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. 0:00 - Introduction to Lyn 4:27 - Broken Money 9:47 - Monetary velocity & technology's role 23:00 - Government debt & maturity mix 32:12 - Interest rates & the Fed 37:01 - A message from Onramp 37:17 - Portfolio construction & scarcity 43:48 - Segmenting scarce assets 47:47 - Diversification & ownership dynamics 52:10 - Utility versus speculation 54:36 - Scaling & privacy solutions 56:26 - Timing considerations for bitcoin companies 59:46 - Looking ahead, long-term expectations 1:04:07 - Expecting the unexpected & wrapping up Schedule time with the link below if you would ever like to learn more about Onramp and please sign up for Research & Insights to get access to the best content in the ecosystem weekly: https://onrampbitcoin.com/contact-us/ https://onrampbitcoin.com/category/onramp-media/