This is an episode of The Pomp Podcast with host Anthony "Pomp" Pompliano and guest, Eddie van der Walt, a financial journalist at Bloomberg based in London, with a background in covering commodity markets, an awareness of currencies and expertise in precious metals trading. He previously was a Bitcoin skeptic, but recently converted to a Bitcoin believer.

In this conversation, we discuss the macroeconomy, gold, bitcoin, market structure, what changed his mind about the digital currency, and a 2021 outlook.

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://pomp.substack.com/

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TIMESTAMPS:
00:00 - Intro
00:26 - Ed's background
03:38 - Thoughts on Bitcoin
08:26 - Gold vs Bitcoin
17:23 - The Macro Environment in 2021
21:03 - Ed's outlook on bitcoin performance
23:02 - Pomp's view on bitcoin, blockchain, and crypto infrastructure
28:49 - Gold and bitcoin in 2021
33:18 - Books
34:31 - Aliens
35:06 - Questions for Pomp