Pomp Podcast #436: Dan Tapiero on Gold and Bitcoin

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2020Nov 23

This is an episode of The Pomp Podcast with host Anthony "Pomp" Pompliano and guest, Dan Tapiero. Dan is one of the most well-known macro investors in the world with 25 years of experience investing across asset classes on Wall Street. In this conversation, Dan and Anthony discuss the gold thesis, the bitcoin thesis, the recent divergence, whether they will co-exist in the future, how to think of an ideal allocation to either, and stock-to-flow models. Pomp writes a daily letter to over 50,000 investors about business, technology, and finance. He breaks down complex topics into easy to understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/ Book a one-on-one video call with Pomp: Cameo: https://www.cameo.com/pompglobal Superpeer: https://superpeer.com/pomp Follow Pomp on social media: Twitter: / apompliano Instagram: / pompglobal LinkedIn: / anthonypompliano Website: https://anthonypompliano.com/ Listen and subscribe on the platform of your choice: Apple: https://podcasts.apple.com/us/podcast... Spotify: https://open.spotify.com/show/2QwpFjz... Google: https://play.google.com/music/listen?... TIMESTAMPS: 0:00 - Intro 0:17 - Background 06:33 - Pomp Reaching Out to Dan during March 2020 Collapse 08:25 - Dan Describes Gold and Bitcoin 13:36 - Why is Gold Important Today? 18:47 - Institutional Allocation 23:39 - Dan's Bullish on Having Gold and Bitcoin in Portfolio 27:02 - Institutional Inflation Hedge Allocation 30:51 - Gold as Analog Money 33:29 - Analog vs. Digital Assett Alocation 36:47 - Long Term Asset Thoughts 40:30 - Allocation Advice - Retail Investor vs. Institutional Investor 44:37 - Trading Bitcoin 46:31 - Current Institutional Opinions on Gold & Bitcoin 51:12 - Stocks-To-Flow 53:54 - Twitter 57:31 - 10 Year Prediction - Gold vs. Bitcoin 01:02:51 - Referring to Bitcoin as "Digital Gold" 01:07:15 - Most Important Book You've Read 01:08:44 - Aliens. Believer? 01:09:30 - Question For Pomp 01:12:14 - Where to Find Dan Online