Dan Tapiero of DTAP Capital shares his investing framework at this unique economic juncture. He tells Raoul Pal of Real Vision why he thinks betting on declining yields is a better bet than shorting the stock market (and other risk assets) outright, and why he is long gold and bitcoin. He also explains why he believes President Trump is more attuned to “the market” than any other President before him, and why he thinks this responsiveness is significant in making investment decision.
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The smartest minds in finance sit down for incredibly deep-diving discussions.