The Pomp Podcast

Latest Episodes:

Bitcoin Is the Toll Collector of the AI Economy | Jordi Visser Oct 10, 2026

Show notes

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the coming “bankpocalypse,” why AI agents will disrupt banks and big tech, and whether AI models are becoming commoditized. We also discuss the bitcoin setup, crypto’s shift from contrarian to consensus trade on Wall Street, and how to separate signal from noise in the AI bubble debate.

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This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure.
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0:00 - Intro
0:54 - The “bankpocalypse”
5:20 - Can AI agents disrupt Amazon & the banks?
10:08 - Are AI models becoming commoditized?
20:40 - How do personal agents make money?
23:30 - Toll collectors: compute & crypto
28:16 - Bitcoin outlook & why patience pays
33:53 - Crypto & Wall Street: contrarian to consensus
38:46 - Bubble talk: signal vs noise
44:00 - Jordi’s 2027 crypto world tour

Bitcoin Is Headed to $300K and Nobody's Ready | Bill Barhydt Oct 08, 2026

Show notes

Bill Barhydt is the founder and CEO of Abra. In this conversation, we break down why bitcoin is climbing despite rising rates and macro headwinds, where its next wave of demand will come from, and how the debt spiral drives inflation. We also discuss AI agents, the future of wealth management, tokenized yield, and how Abra is building a neo-banking stack for crypto.

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GalaxyOne is a financial technology platform built for people who want their cash working harder. → https://go.galaxy.app/HMiq/pomp Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply.

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0:00 - Intro
0:51 - Why bitcoin is rising despite macro headwinds
4:08 - Shrinking volatility & bitcoin cycle returns
9:15 - Is there a way out of the debt spiral?
15:10 - AI is turning everyone into a software engineer
20:17 - Why RIAs are falling behind
27:48 - What Abra is building with tokenized yield & lending
33:49 - Tokenization & the next generation of investors
36:30 - AI financial advisors & regulation
38:38 - The end of apps & the agentic future

Bitcoin OG Predicts What The World Looks Like In 20 Years | Simon Dixon Oct 07, 2026

Show notes

Simon Dixon is an early Bitcoin investor and the co-founder and CEO of BnkToTheFuture, which backed companies like Coinbase, Kraken, and BitPay. In this conversation, we break down who really controls global capital, how Wall Street is co-opting bitcoin, and what the Coldcard hack means for self custody. We also discuss AI, surveillance, data centers, the K-shaped economy, and why sovereignty will be the most important skill of the next two decades.

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0:00 - Intro
1:09 - Simon's bitcoin journey since 2011
6:50 - Geopolitics, world order & where we disagree
10:40 - Who really runs America?
12:54 - Does bitcoin starve the system of capital?
15:49 - The Coldcard hack & the future of self custody
21:43 - The token economy & life 20 years from now
29:08 - Surveillance, privacy & sovereignty
33:36 - Data centers, the AI race & the K-shaped economy
40:17 - BlackRock, ETF flows & what would change his mind
43:39 - What the bitcoin price is telling us

Hunter Biden on Bitcoin, the Laptop, Trump & His Next Chapter Oct 05, 2026

Show notes

Hunter Biden is an attorney, artist, writer, and the son of former President Joe Biden. In this conversation, we break down why he believes in bitcoin, the problem with money printing, and his biggest critiques of both the Biden and Trump administrations. We also discuss his recovery from addiction, AI, the launch of his Laptop token, and whether he would ever run for President.

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0:00 - Intro
1:12 - Does Hunter Biden own bitcoin?
5:46 - Biggest critiques of the Biden & Trump administrations
8:32 - Biggest positives of each administration
10:53 - Anything nice to say about Trump?
14:29 - Staying silent through the attacks & addiction recovery
19:58 - Would Hunter Biden run for president?
23:59 - Leaving the Democratic Party & voting independent
25:50 - AI: doomer or accelerationist?
36:30 - What is the Laptop token?
42:28 - Owning "Hunter Biden's laptop"
44:31 - Rapid fire questions

Is Bitcoin About to Shock Everyone in Q4? | Jordi Visser Oct 03, 2026

Show notes

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down why the macro doomers are wrong about rates, whether OpenAI and Anthropic are slowing down, and why the explosion of personal AI agents needs crypto rails. We also discuss Wall Street's growing crypto FOMO, the bitcoin setup heading into Q4, and what Jordi calls the "micron moment."

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0:00 - Intro
1:02 - Why the macro doomers are wrong on rates
3:23 - Homebuilders, autos & the new economy
5:54 - Tech dominance & why AI ignores rates
11:10 - Are OpenAI & Anthropic slowing down?
22:15 - The personal AI agent explosion
26:08 - Why AI agents need crypto
29:22 - Wall Street FOMO for crypto
32:44 - Bitcoin bull trend & this week's macro data
35:52 - Why crypto wins the fourth quarter
38:14 - AI to bitcoin rotation & the VisserLabs index
45:52 - The micron moment for crypto

The AI Boom Is Bigger Than Anyone Thinks | Dan Ives Oct 01, 2026

Show notes

Dan Ives is a Partner and Senior Managing Director at Yorkville Ives. In this conversation, we break down where value is building in the AI trade, Dario's warnings about AI, regulatory capture, and whether OpenAI and Anthropic are in more trouble than people realize. We also discuss the White House AI meeting, sovereign AI, the US vs China race, and his new Ives Ultra Fund.

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0:00 - Intro
1:12 - Where's the value in the AI trade?
2:32 - Dario's AI warning & regulatory capture
5:15 - Are OpenAI & Anthropic in trouble?
11:04 - Trump's White House AI meeting
13:51 - Open source vs closed source AI
15:32 - Token price war & the Anthropic IPO
22:33 - How to invest in the AI trade
25:04 - Personal AI agents & consumer AI
26:31 - Why tech is ignoring macro headwinds
30:36 - The Ives Ultra AI Fund
33:21 - Data, sovereign AI & the future of work

Bitcoin Meets AI Agents And Everything Changes | Tillman Holloway & Andrew Parish Sep 29, 2026

Show notes

Tillman Holloway and Andrew Parish are the co-founders of Arch Public. In this conversation, we break down how AI agents and bitcoin are converging, why bitcoin is the best collateral in the world, and what 24/7 markets will mean for investors. We also discuss bitcoin ETF flows, Wall Street's growing role in bitcoin, and why AI trading tools still need a human in control.

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This episode is brought to you by Investor Health — clinician-prescribed protocols for weight, metabolism, energy, and longevity, delivered to your door in 48–72 hours. No office visits, no referrals. Plans start at $149/mo. Learn more at http://www.InvestorHealth.com/pomp. Investor Health is a telehealth platform, not a medical provider. Compounded medications are not FDA-approved. Individual results may vary and treatment requires evaluation by a licensed provider.

=======================

0:00 - Intro
1:10 - AI agents, bitcoin & crypto as collateral
4:18 - 24/7 markets are coming
6:40 - Crypto tokens vs AI tokens
12:20 - Trust & security with AI agents
16:55 - Can AI trade for you 24/7?
25:42 - Why people name their AI agents
32:53 - Why bitcoin ignores macro headwinds
36:16 - Bitcoin ETF flows & retail demand
40:01 - Bitcoin price outlook & dip buying
43:27 - Elon, X Money & the tech titans
45:20 - Future of AI tools & Arch Public

He's Made Money On 95% Of His Deals (Here's How) | Christopher Zook Sep 28, 2026

Show notes

Christopher Zook is the founder, chairman, and CIO of CAZ Investments and co-author of “The Holy Grail of Investing” with Tony Robbins. In this conversation, we break down how to build a diversified portfolio in a rapidly changing world, why CAZ invests in the picks and shovels of crypto, and the rise of neoprimes in space and defense. We also discuss the scarcity behind bitcoin, sports teams, and GP stakes, and why AI's impact on jobs keeps him up at night.

Check out CAZ at ( https://cazinvestments.com) and the Holy Grail of Investing book's website (https://www.theholygrailofinvesting.com) !

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0:00 - Intro
1:01 - How to invest in a rapidly changing world
3:21 - Modern portfolio theory & the holy grail of investing
7:42 - How CAZ invests in bitcoin & crypto
10:35 - Space & defense (the rise of neoprimes)
16:16 - Writing “The Holy Grail of Investing” with Tony Robbins
20:08 - Does diversification have to be boring?
26:05 - Bitcoin, sports teams & GP stakes (the power of scarcity)
32:34 - What keeps him up at night?
37:53 - Where to find the book & CAZ Investments

Bitcoin's iPhone Moment Will Trigger Wall Street FOMO | Jordi Visser Sep 26, 2026

Show notes

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down why bitcoin keeps holding up through bad news, whether Wall Street FOMO is coming for crypto, and how consumer AI agents are reshaping markets. We also discuss BlackRock's AI and crypto paper, Visa and Mastercard, compute, tokenization, and the bitcoin outlook for the next six months.

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0:00 - Intro
0:56 - Why bitcoin & crypto are holding up so well
3:43 - Wall Street FOMO & why Visa/Mastercard get disrupted
7:20 - Bitcoin’s iPhone moment
15:04 - AI agent memory & the consumer agent race
23:13 - What happens when a competitor blocks AI agents?
25:05 - BlackRock's AI & crypto paper
30:36 - Will consumer agents move Meta & Mag 7 stocks?
35:14 - AI breakthroughs & jobs
43:45 - Bitcoin outlook for the next 6 months

Bitcoin & Stocks Are Going Higher (The Money Printer Is Coming) | Darius Dale Sep 24, 2026

Show notes

Darius Dale is the founder and CEO of 42 Macro. In this conversation, we break down whether Scott Bessent is bluffing the bond market, why stocks keep hitting highs, and why balancing the budget may be impossible. We also discuss the K-shaped economy, AI, bitcoin, and America's political realignment.

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0:00 - Intro
0:47 - Is Scott Bessent bluffing the bond market?
7:34 - Druckenmiller's op-ed & Bessent's playbook
13:13 - Why stocks & bitcoin are near all-time highs
16:42 - Why balancing the budget is impossible & the impact
24:30 - Housing, young vs old & the lock-in effect
28:02 - Cut, grow, or print?
32:12 - How AI & bitcoin can level the playing field
36:15 - Social mobility & keeping up with the Joneses
39:00 - America's political realignment & future outlook
49:45 - Power, politics & the path forward

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