Multipolar Investing: Geopolitics, Risk, and the End of the 60/40 Portfolio
Rob Larity and Jacob Shapiro from Bespoke Group explain how the unipolar era is ending and regional power blocks are reshaping global trade and investment strategies. They discuss why US treasuries are no longer risk-free assets and how scarce, liquid assets like Bitcoin and gold are becoming essential as trust in sovereign debt erodes. The conversation covers not just what assets to own, but critically how and where to own them in this new multipolar world.
Show Notes
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 - Intro to Rob Larity & Jacob Shapiro from Bespoke Group 06:49 - Understanding Geopolitics and Its Importance 11:49 - The Role of Geopolitics in Investment Strategies 16:48 - Current Global Power Dynamics: US and China 21:44 - Investment Strategies in a Multipolar World 26:59 - Challenges and Opportunities in Capital Allocation 43:55 - Institutional Inertia and Bitcoin Adoption 48:43 - Re-underwriting the U.S. Treasury 55:08 - Geopolitical Implications of U.S. Debt 01:02:35 - The Future of Bitcoin and Hard Assets 01:26:52 - Outro and Disclaimer
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