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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