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.Â
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.
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