#436 Dan Tapiero on Gold and Bitcoin

The Pomp Podcast

Anthony Pompliano

Business, Investing

4.8 • 1.9K Ratings

🗓️ 23 November 2020

⏱️ 78 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dan Tapiero has more than 25 years of experience investing across asset classes on Wall Street and is one of the most well-known macro investors in the world. He previously spent time working with Julian Robertson, Stanley Druckenmiller, Steve Cohen, and many other luminaries. In this conversation, we 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. ======================= Choice is a new self-directed IRA product that I'm really excited about. If you are listening to this, you are likely part of the 7.1 million bitcoin owners who have retirement accounts with dollars in them, but not bitcoin. I was in that situation too. Now you can actually buy real Bitcoin in your retirement account. I'm talking about owning your private keys and using tax-advantaged dollars to do it too. Absolute game changer. https://www.retirewithchoice.com/pomp ======================= Masterworks.io is an exclusive platform that makes it as easy as trading stocks online. And the best part is: you don’t need to know anything about art. Their experts will create a custom portfolio to meet your investment needs. With Masterworks.io you don’t have to choose between big risks and big returns. Sign up today, select PODCAST and you can skip the 70,000 waitlist to get first dibs. Just go to www.masterworks.io and use code "POMP"

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.
0:13.0	Dan Taperio has more than 25 years of experience investing across asset classes on Wall Street and is one of the most well-known macro investors in the world.
0:21.6	He previously spent time working with Julian Robertson, Stanley Drucken Miller, Steve Cohen, and
0:26.9	many other luminaries. In this conversation, we discussed the gold thesis, the Bitcoin thesis,
0:33.1	the recent divergence, whether they will coexist in the future, how to think about an ideal
0:38.2	allocation to either, and the stock to flow models.
0:41.8	I really enjoyed this conversation with Dan, and I hope you do as well.
0:45.9	Before we get into this episode, though, I want to quickly talk about our sponsors.
0:49.5	First up is BlockFi.
0:51.3	I'm a big fan of them.
0:52.6	I'm an investor, and I sit on the board of directors.
0:55.1	They have three products that are financial products for crypto investors. The first allows you
0:59.5	to buy and sell crypto on their crypto exchange. The second, you can deposit crypto and take out
1:03.9	a U.S. dollar loan against that crypto collateral. And the third, which is my favorite product,
1:08.4	is the interest bearing account. You can get that high yield interest account and earn up to 8.6% APY in the interest-bearing account if you've got a BlockFi.
1:18.4	So head on over to BlockFi.com slash pomp and get your account today.
1:24.2	BlockFi.com slash pomp, where you can earn up to 8.6% APY in an interest-bearing account.
1:31.3	BlockFi.com slash pomp.
1:33.7	Next up, the number one question that I get is how do I buy Bitcoin in my retirement account?
1:38.9	Well, Choice is here to solve that problem.
1:41.8	Choice is a new self-directed IRA product.
1:43.8	If you're listening to this,
	...

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