In this episode of The Derivative podcast, David Dziekanski, founder of Quantify Funds, discusses gold and Bitcoin ETFs with host Jeff. David shares his background, including his experiences at Bear Stearns, which shaped his entrepreneurial drive. The conversation covers Quantify Funds' BTGD ETF, which stacks Bitcoin and gold, and the benefits of rebalancing these assets. David explains the commonalities and differences between Bitcoin and gold as stores of value, and how Bitcoin's correlation is evolving. He also touches on MicroStrategy's role in the Bitcoin market, the potential for institutional adoption, and the broader implications of quantitative easing. Additionally, David introduces Quantify Funds' new stacked single stock ETFs, highlighting their unique tickers and investment themes.
