The Pomp Podcast Why Bitcoin Will Beat Gold In The Long Run | Anthony & John Pompliano
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Oct 21, 2025 The discussion dives into the performances of gold versus Bitcoin, highlighting why Bitcoin might outshine gold in the long run. Retail investors are identified as having a unique edge during turbulent times. The impact of potential government shutdowns on markets is examined, revealing a general indifference among investors. Insights into the Federal Reserve's chances of rate cuts spark debate, alongside pondering whether they should forecast or respond to economic data. Overall, it's an engaging look at the evolving landscape of investing.
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Macro Dominates Asset Returns
- Macro matters more today because currency debasement and central bank policy dominate asset returns.
- Gold's 20-year outperformance reflects a macro debasement trade rather than individual stock selection.
Bitcoin Competes With Gold As Store Of Value
- Bitcoin and gold both attract capital as investors seek assets that hold value amid fiat debasement.
- Decentralized ownership matters; concentration of Bitcoin in a few hands is not ideal.
More Investors Lift Diverse Assets
- Risk and safe-haven assets can rise together when more people enter markets and cash loses purchasing power.
- The real loser in that environment is cash and bonds acting as the 'financial battery.'