This podcast episode explores the significance of gold and cryptocurrencies, particularly Bitcoin and Ethereum. The speakers discuss the historical growth of gold shares and companies in the 70s, the potential themes for gold in the present, and the importance of gold as a thematic investment considering government policies and the potential depreciation of the dollar. They also delve into Bitcoin's popularity and its comparison to gold, highlighting its long-term value. The conversation then focuses on other cryptocurrencies, emphasizing Ethereum as the only coin with real staying power and questioning the value and usage of the rest. Despite the growing pains in the crypto space, the potential upside lies in disintermediating big banks and financial players.
