ESG & Institutional Bitcoin Investment with Kevin O’Leary

 
 
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“If you are able to get the institutions just a 1% allocation that’s a trillion dollars worth of buying, so now you’re talking about a million dollar bitcoin...smell the fucking roses, the opportunity is there, you got to get on the bandwagon to solve this problem.”
— Kevin O'Leary

SHOW DESCRIPTION

Location: New York
Date: Monday 13th September
Role: Businessman & TV Personality

Fundamental changes are emerging in the way capital is being allocated across many industries. Environmental policies are materialising not from lawmakers but from mandates that originate within companies and institutions.

Trillions of dollars of institutional funds are beginning to see the potential of bitcoin in portfolio construction; however, only if concerns over the environmental impact of bitcoin mining can be overcome.

But is respecting investment mandates a path to centralise the mining industry? Or will environmental compliance drive Bitcoin adoption another order of magnitude higher?

In this interview, I talk to businessman and TV Personality Kevin O’Leary. We discuss institutional bitcoin allocation, ESG compliance, and the changing economic landscape.

TIMESTAMPS

00:04:46: Introductions
00:06:05: Crypto as the S&P 500 12th sector
00:10:23: Regulatory restrictions
00:13:59: ESG compliance
00:19:37: Larry Fink and BlackRock
00:24:48: Elon Musk
00:31:12: Regulatory infrastructure in traditional markets
00:37:52: Sectoral inflation
00:39:06: Commercial real estate post-pandemic
00:43:37: Measures of inflation
00:45:13: Yields on stablecoins
00:46:35: Post-pandemic direct-to-consumer businesses
00:50:43: Evolving economy
00:53:18: Airlines won't recover
00:56:00: Investment advice
00:59:28: Final comments

 

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SHOW NOTES

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Mentioned in the interview:

Other Relevant WBD Podcasts:

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