Rob is a very interesting South African. He advises Pensions on their asset allocation and is a big fan of sound money. Rob is an asset allocator and has a keen insight in the global macro backdrop. We talk about the markets in general, gold, bitcoin and why investors should be paying attention to these asset classes now more than ever.
Enjoy this conversation with Rob Price!
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Show Notes
0:00:00 Welcome and context
0:00:45 Who is Rob Price and what do you do?
0:04:10 Periods of time in History that might explain the current situation
0:09:05 What is your global macro outlook?
0:18:30 What is the optimal asset allocation strategy?
0:24:41 The potential of public markets
0:30:10 The risks that you want to take
0:31:53 What makes gold so valuable?
0:40:00 Saving in currency vs saving in assets
0:43:13 Similarities of Gold and Bitcoin
0:45:05 How to get Gold on your portfolio?
0:48:30 Why invest in gold miners?
0:50:01 What are some of the key risks for gold?
0:57:35 What is your feeling for the future of the value of gold?
1:02:25 How did you get into Bitcoin?
1:05:46 Risks of government-issued cryptocurrency?
1:09:45 What are the key risks for Bitcoin?
1:22:01 Any other cryptocurrencies that you are following?
1:27:02 What is your advice for asset allocation?
1:32:11 Where can people find out more about you?
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