Dan Tapiero on Gold and Bitcoin
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.
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 Asset Allocation
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
The video was published on November 23, 2020.