Veteran Fund Manager: Bitcoin and Gold Will Crush Traditional Portfolios
Veteran fund manager Yurun Bachland, founder of the Blockland Smart Multi-Asset Fund, explains his investment strategy combining Bitcoin, gold, and quality equities to preserve wealth in the current macro environment. The discussion covers global liquidity trends, Bitcoin institutional adoption, and why traditional portfolio construction no longer works in today's market conditions.
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 – 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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