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/

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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

(From Youtube)