Scarcity

topic on 3 shows · 3 statements across 3 episodes

the Knowledge Project Capital Allocators TBPN

3 statements about Scarcity, every show

TBPN Insight
Torre: Sports franchise valuations have decoupled from revenue due to scarcity
“We're just at a place in sports where the scarcity is so clear that these are detached valuations from revenue.”
Pablo Torre Sep 3, 2026 ▶ 17:43 Pablo Torre Explains the Steve Ballmer & Kawhi Leonard Scandal
Matthews: Scarcity in fund capacity increases confidence in asset managers
“And having scarcity sometimes gives me more confidence in the manager because they're not overextending themselves”
John Matthews May 12, 2025 ▶ 36:34 John Mathews – Steering the Largest Wirehouse at UBS (Private Wealth 2, EP.444)
Beshore: Scarcity mindsets are contagious, requiring active protection for abundance cultures
“As soon as, I mean, if you look at the game theory of scarcity, as soon as one person acts scarce, the fear ripples through the entire crowd and love is fragile. Care is genuinely fragile. This, either this fear mindset or this abundance mindset, love mindset,…”
Brent Beshore Jun 11, 2024 ▶ 51:43 Brent Beshore: Business Brilliance and Happiness at Home

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