#367: John St Capital Breaks Down Public and Private Companies

The Pomp Podcast

Anthony Pompliano

Business, Investing

4.8 • 1.9K Ratings

🗓️ 24 August 2020

⏱️ 86 minutes

🔗️ Recording | iTunes | RSS

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Summary

John St Capital is the pseudonym used on Twitter by one of the smartest people I know on Wall Street. He works at a large family office during the day and spends nights and weekends producing content on Medium that showcases a high degree of intellectual rigor. You'll see what I mean in this episode. In this conversation, we discuss asset allocation, structural shifts in 60/40 portfolios, interest rates, public vs private companies, metrics on various public equity verticals, Square/Lemonade/Zoom/Tesla, SPACs, and Bitcoin. ============================ Athletic Brewing is re-imagining beer for the modern adult. We love beer. But we also love being healthy, active and at our best. No matter your motivation, if you want to keep a clear head and drink healthier, we are here for you. Athletic makes non-alcoholic beer that you don't have to compromise to enjoy. The beers are fully flavored, clean ingredients, and a fraction of the calories of full strength beer - they fit in any occasion. Check out www.athleticbrewing.com for more details and free shipping nationwide. ============================ 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://www.pompletter.com

Transcript

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0:00.0	What's up, everyone? This is Anthony Pompliano. Most of you know me as Pomp. You're listening to the Pomp podcast, simply the best podcast out there. Let's kick this thing off.
0:10.9	John Street Capital is the pseudonym used on Twitter by one of the smartest people I know on Wall Street.
0:16.8	He works at a large family office during the day and spends nights and weekends producing content on media that showcases a high degree of intellectual rigor.
0:25.0	You'll see what I mean in this episode.
0:27.0	In this conversation, we discuss asset allocation, structural shifts in 6040 portfolios, interest rates, public versus private companies, metrics on various public equity verticals,
0:40.4	Square, Lemonade, Zoom, and Tesla, SPACs, and Bitcoin. I really enjoyed this conversation with
0:48.1	Mr. John Street Capital, and I hope you do as well. Before we get into the episode, though,
0:53.4	I want to quickly talk about our sponsors.
0:55.8	The first is BlockFi.
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1:29.4	So go check out BlockFi, the best wealth management solution for crypto investors.
1:35.5	BlockFi.com slash pomp.
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1:49.5	Our next sponsor is athletic brewing these folks are absolutely awesome they're all about reimagining beer for the modern adult they've got great
1:55.4	tasting beer that happens to have no alcohol and be a mere fraction of the calories and even the
1:59.9	lightest beers.
	...

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