Gold vs Bitcoin: The Ultimate 2025 Debasement Trade
The Pomp Podcast
Anthony Pompliano
4.8 • 1.9K Ratings
🗓️ 13 October 2025
⏱️ 36 minutes
🧾️ Download transcript
Summary
Peter Schiff is an American economist, stockbroker, author, the CEO & Chief Global Strategist of Euro Pacific Capital, and the Founder of SchiffGold. In this conversation we discuss why gold & silver are hitting record highs, interest rates, how to improve economic policies, what Peter would do if he was President, and a bet on whether gold or bitcoin will end up having a better 2025?
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Timestamps:
- 0:54 - Intro
- 1:21 - Why gold and silver are hitting record highs
- 5:07 - How to think about the gold allocation in your portfolio
- 9:55 - Evaluating why China is buying so much gold
- 12:19 - Why the “Debasement Trade” is now happening
- 15:26 - Interest rates, inflation, & Fed’s independence
- 20:57 - Bitcoin vs gold: which one will have a better 2025?
- 26:39 - Grading the Trump admin on economic policy
- 30:51 - What would Peter do if he was President?
Transcript
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| 0:00.0 | What's up everyone? This is Anthony Pompliano. Many of you know me as Pomp. 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. So it would mean the world to me if you would subscribe to the show on your favorite audio platform, watch episodes on YouTube, |
| 0:21.1 | and tell your friends and family about the podcast. My goal is to help millions learn from |
| 0:26.4 | the world's most interesting people. So let's get in to today's episode. Anthony Pompliano |
| 0:31.3 | runs Pomp Investments. All views of him and the guests on his podcast are surely their opinions |
| 0:36.8 | and do not reflect the opinions |
| 0:38.4 | of pomp investments. You should not treat any opinion expressed by pomp or his guest as a |
| 0:43.5 | specific inducement to make a particular investment or follow a particular strategy, but only as |
| 0:48.5 | an expression of his personal opinion. This podcast is for informational purposes only. |
| 0:54.0 | And I think the biggest risk for Bitcoin |
| 0:55.8 | is all the money that has piled into Bitcoin ETFs that came out of gold ETFs, that came out of |
| 1:04.0 | gold stocks. A lot of those investors may well try to switch back. They may try to say, you know what, |
| 1:10.1 | I sold my gold stocks and I bought Bitcoin ETFs. I would have been better off if I just stayed in my gold stocks. Maybe I'll go back to them. You think that gold will have outperformed Bitcoin for 2025. All right, Peter, I thought a great place to start the conversation. Let's just let you get your victory lap out of the way. Gold's at an all-time high, silver's at an all-time high. What is driving the bull run in precious metals? |
| 1:33.0 | Well, I think what you're seeing is the acceleration of de-dollarization that began really a couple |
| 1:40.7 | of years ago. I think what started it in earnest was the Biden sanctions |
| 1:46.6 | against Russia, which really was a wake-up call for the rest of the world, that they need to |
| 1:53.6 | get rid of dollars. They need to have a more secure reserve that can't be just confiscated |
| 2:00.7 | at the whim of the United States. |
| 2:02.5 | And then I think it accelerated with the election of Donald Trump |
| 2:07.0 | and the complete reckless and irresponsible spending by the Trump administration, |
| 2:13.0 | despite the fact that Trump campaigned to try to do something about the reckless Biden spending, |
| 2:19.8 | he made it worse. The big, beautiful bill just, you know, expanded on the excess spending and |
| 2:26.8 | made it clear that we're never going to get our house in order. Then on top of that, |
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