Scarcity
topic on 3 shows · 3 statements across 3 episodes
the Knowledge Project
Capital Allocators
TBPN
3 statements about Scarcity, every show
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.”
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”
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,…”