Dan Tapiero on Gold and Bitcoin

In this episode of The Pomp Podcast hosted by Anthony "Pomp" Pompliano, he interviews Dan Tapiero, a well-known macro investor with more than 25 years of experience in investing across all asset classes on Wall Street.

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.

Episode 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 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.