
Anthony Pompliano 🌪|Sep 19, 2025 01:09
I sat down with Jeff Park (@dgt10011) to discuss the intelligent investor vs ideological investor, radical portfolio theory, rise of prediction markets, stablecoins, and what the future of bitcoin treasury companies looks like.
Enjoy!
YouTube: https://youtu.be/OdKlfDXsbWI?si=2OpJ0nnZu9Y66kSc
Spotify: https://open.spotify.com/episode/1XpghCcn9wx3WbVg42Mgvd?si=rWEc2AjTQQ6BPNRBGBb98w
Apple: https://podcasts.apple.com/us/podcast/this-bitcoin-investment-strategy-changes-everything/id1434060078?i=1000727406589
TIMESTAMPS:
0:00 - Intro
0:35 - Intelligent investor vs Ideological investor
3:51 - Radical portfolio theory
10:04 - Why prediction markets will be huge
15:21 - What is the role of stablecoins?
20:41 - Bitcoin treasury companies
29:25 - Ideas to trade Strategy
35:50 - What happens when the premiums trade at a discount?
38:25 - Advice for navigating the world(Anthony Pompliano 🌪)
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