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The Pomp Podcast

#1570 Marko Papic | The Case for $250K Bitcoin in a Falling Dollar World

The Pomp Podcast

Anthony Pompliano

Business, Investing

4.81.9K Ratings

🗓️ 3 July 2025

⏱️ 49 minutes

🧾️ Download transcript

Summary

Marko Papic is the Chief Strategist at BCA Research. In this conversation we talk about what is happening in the market, why he is bullish, what is happening with the dollar, tariffs, bitcoin, gold, global conflict, and how all these different events impact your portfolio. 

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Pomp writes a daily letter to over 265,000+ 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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Transcript

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0:00.0

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The multi-award winning series, FX's The Bear, is back for a brand new season.

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Upon my signal, unleash hell.

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And every second counts.

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When that shows zero, this restaurant ceases operations.

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FX is the bear.

0:23.1

New season now streaming exclusively on Disney Plus.

0:27.1

18 plus subscription required season C's apply.

0:32.5

What's up, everyone?

0:33.8

This is Anthony Pompliano.

0:35.3

Many of you know me as Pomp.

0:36.6

You're listening to the Pomp podcast, which is my effort to find the most interesting people in the world and sit with them for hours while I ask questions in an effort to learn.

0:45.3

So it would mean the world to me if you would subscribe to the show on your favorite audio platform, watch episodes on YouTube, and tell your friends and family about the podcast. My goal is to help millions

0:55.7

learn from the world's most interesting people. So let's get in to today's episode.

1:00.6

Anthony Pompliano runs Pomp Investments. All views of him and the guests on his podcast

1:05.7

are surely their opinions and do not reflect the opinions of Pomp Investments. You should not

1:10.2

treat any opinion expressed by

1:12.0

Pomp or his guest as a specific inducement to make a particular investment or follow a particular

1:17.1

strategy, but only as an expression of his personal opinion. This podcast is for informational purposes

1:22.9

only. What's going on, guys? Today we got an amazing episode with Marco Pappich. He's the chief strategist at BCA research, and he is one of the people I turn to whenever I have questions on geopolitics or macroeconomics. Marco in this conversation breaks down what he think is happening in the market, why he's bullish, what he thinks is happening with the dollar and why he's bearish. Then he gets into things like tariffs, whether we're actually going to get a recession or not,

1:46.3

how he's thinking about the U.S. dollar, Bitcoin, gold, and also whether he is worried about

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