The Pomp Podcast

Latest Episodes:

Bitcoin Is the Hedge Against a U.S. Default Nobody Sees Coming | Jan Van Eck Nov 05, 2026

Show notes

Jan Van Eck is the CEO of VanEck, a global asset manager with roughly $235 billion under management. In this conversation, we break down his 10-year macro framework, why India could rival Europe, and how AI is reshaping VanEck from the inside. We also discuss runaway government spending, why he says everyone should own gold and bitcoin, crypto ETFs, 24/7 trading, and AI agents managing money.

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Today's episode is sponsored by Abra. Hold bitcoin with a plan: explore bitcoin-backed borrowing for liquidity or a BTC-denominated yield strategy managed by Abra Capital Management. Learn about options, terms, and risks at https://www.abra.com/pomp. Borrowing may trigger liquidation; investment strategies may lose principal.
Paid sponsorship. Not investment advice.

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0:00 - Intro
0:20 - VanEck today & the 10-year macro framework
2:54 - Why India will be as big as Europe
4:59 - AI as a decade-long theme & projecting token demand
7:05 - How VanEck uses AI internally
10:42 - Government money printing & rising rates
14:17 - Gold, bitcoin & the risk of a U.S. default
16:50 - Can AI deflation bail out government spending?
17:41 - Crypto ETFs & which altcoins survive
18:48 - Tokenization & 24/7 trading
21:47 - AI agents trading & allocating money
25:50 - The ETF industry 5 years from now

Bitcoin Just Showed Us The Future Of Mortgages | Michael Tannenbaum Nov 04, 2026

Show notes

Michael Tannenbaum is the CEO of Figure and a former executive at SoFi and Brex. In this conversation, we break down housing affordability after the midterm blue wave, how Figure cut the cost of a mortgage from $12,000 to $1,000, and why the business is growing at a “Rule of 150” pace. We also discuss tokenization, crypto-backed bitcoin loans, AI, and the future of lending on chain.

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0:00 - Intro
0:54 - Housing affordability & the midterm blue wave
3:34 - How Figure makes mortgages faster & cheaper
7:21 - Rule of 150 & how the marketplace makes money
13:32 - Expanding beyond HELOCs into auto & small business
15:30 - Tokenization: plumbing vs the consumer pitch
18:27 - How Figure uses data & AI
25:52 - Growth outlook & regulatory risk
30:05 - Crypto-backed loans with bitcoin & ethereum
31:45 - What keeps him up at night
33:49 - Figure’s future & message to investors

Bitcoin Survives Biggest Crypto Hack In History?! | Jordi Visser Oct 31, 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 $6 billion Binance hack and what it means for bitcoin, the rise of AI-driven cyber attacks, Anthropic’s S-1, Microsoft’s 60,000-person buyout offer, and Eli Lilly’s record quarter. We also discuss interest rates, the AI bubble debate, and why Jordi believes bitcoin is the purest AI trade.

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Today's episode is sponsored by Abra. Hold bitcoin with a plan: explore bitcoin-backed borrowing for liquidity or a BTC-denominated yield strategy managed by Abra Capital Management. Learn about options, terms, and risks at abra.com/pomp. Borrowing may trigger liquidation; investment strategies may lose principal.
Paid sponsorship. Not investment advice.

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0:00 - Intro
0:56 - Binance $6B hack & AI cyber threats
9:13 - Bitcoin volatility, tokenization & key price levels
13:32 - FTX parallels: is the bottom in?
21:15 - AI bubble fears vs exploding fundamentals
24:15 - Microsoft’s 60,000 buyouts & labor vs capital
29:11 - Anthropic S-1 & why bitcoin is the purest AI trade
34:06 - Private market valuations & slow AI adoption
38:41 - Eli Lilly’s record quarter
48:29 - Cybersecurity stocks & Palantir
49:37 - AI use cases & Silvia Legacy

My Biggest Bitcoin Regret Ever | Anthony & Polina Pompliano Oct 29, 2026

Show notes

Polina Pompliano is the founder of The Profile, where she writes long-form profiles of the world’s most successful people. In this conversation, we break down bitcoin’s recent sell-off and why the bears are a bullish signal, the Anthropic IPO and its long-term benefit trust, and why AI abundance makes scarce assets more valuable. We also discuss kung fu robots, AI psychosis, and why laser eyes might blind you.

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0:00 - Intro
0:58 - Is bitcoin going to zero? Bear market & Q4 outlook
7:44 - Is AI stealing capital from bitcoin?
13:01 - Anthropic IPO & why AI is bullish for bitcoin
14:26 - Ad Ends
17:58 - Anthropic’s public benefit shares vs Elon & Michael Dell
22:30 - Who is Buddy Shah?
25:38 - AI regulation, profits vs humanity
32:58 - Should we fear kung fu robots?
34:49 - How AI impacted our family & privacy fears
41:07 - Separating products from the BS
45:39 - AI psychosis & Pomp’s biggest bitcoin regret
52:20 - Ambition vs delusion

Everyone Is Bearish And That’s Exactly Why You Should Buy | Ryan Detrick Oct 27, 2026

Show notes

Ryan Detrick is the Chief Market Strategist at Carson Group and co-host of the Facts vs Feelings podcast. In this conversation, we break down why October weakness is normal, what midterm election history says about stocks, and why the rally is spreading beyond tech. We also discuss AI spending risks, the Fed, record cash on the sidelines, and where bitcoin and gold fit in a portfolio.

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0:00 - Intro
1:17 - October weakness & the Q4 setup
5:18 - Money rotating out of tech into the broader market?
7:05 - Nvidia valuations & earnings growth
8:28 - Big Tech’s AI spending risks & how to play tech
12:53 - Record cash on the sidelines & midterm stats
15:05 - The buying thrust signal
16:37 - Fed outlook & does it matter?
18:46 - Earnings & consumer strength
21:51 - Bitcoin, gold & land
23:40 - Rising yields & digital credit
26:25 - Q4 outlook

Will Bitcoin Survive Quantum Computing? | Jordi Visser Oct 24, 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 Chamath’s claim that bitcoin is going to zero, the real quantum computing risk, the historic hedge fund unwind, and why AI is now smarter than all of us. We also discuss using AI as a life coach, genetically modified war dogs, and why Eli Lilly could become the biggest company in America.

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Today's episode is sponsored by Abra. Hold bitcoin with a plan: explore bitcoin-backed borrowing for liquidity or a BTC-denominated yield strategy managed by Abra Capital Management. Learn about options, terms, and risks at abra.com/pomp. Borrowing may trigger liquidation; investment strategies may lose principal. Paid sponsorship. Not investment advice.

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

0:00 - Intro
1:01 - Chamath says bitcoin is going to zero (is quantum a real threat?)
10:55 - Marc Andreessen on why people over 35 fear new technology
14:30 - The historic hedge fund unwind & what’s driving the AI sell-off
20:03 - AI is now smarter than you (using Grok to sell real estate)
23:57 - Top law schools are banning AI & what it means for your kids
28:48 - Active vs passive AI usage & running a company on AI agents
34:06 - How to use AI as a weekly life coach
39:53 - Building shared AI memory
43:28 - Warp Sciences, Palmer Luckey & genetically modified war dogs
46:21 - Why Eli Lilly will become the biggest company in America

85% Of The AI Boom Is Still Ahead Of Us | Dan Ives Oct 22, 2026

Show notes

Dan Ives is a partner at Yorkville Ives and one of Wall Street’s most-followed tech analysts. In this conversation, we break down what he saw on the ground in Korea and why he thinks the AI bears are wrong. We also discuss the potential Tesla and SpaceX merger, CoreWeave and AI debt fears, the midterms, interest rates, and where the stock market goes from here.

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0:00 - Intro
1:08 - Report from Korea & AI chip demand
4:51 - Market sell-off & what the AI bears get right
9:25 - Why Wall Street is underestimating AI growth
15:06 - Midterms & data centers
16:46 - Rate hikes, CoreWeave & Oracle debt
19:00 - What could slow AI demand?
20:53 - Tesla & SpaceX merger
33:06 - How investors are playing the merger
35:52 - Market concentration, earnings & the bear narratives
41:34 - AI agents & the future of investing
45:22 - Political risk & a message to the bears

Bitcoin Is Just Getting Started, Says Billion Dollar Investor | Moez Kassam Oct 20, 2026

Show notes

Moez Kassam is the co-founder and CEO of Anson Funds, one of Canada’s top-performing hedge funds. In this conversation, we break down how he trades hype and momentum, why he went from bitcoin deals to bitcoin believer, and the lessons from putting $1 billion into bitcoin treasury companies. We also discuss the AI trade, Korea’s memory boom, long activism, prediction markets, and SPACs.

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0:00 - Intro
1:11 - Chasing hype, momentum & dealmaking
6:34 - Bitcoin: from deals to believer
9:02 - Bitcoin treasury companies & Strive’s preferred
15:40 - AI hype & sky-high valuations
17:53 - Private AI deals, tokenized stocks & 24/7 trading
21:23 - Trading against ChatGPT
24:50 - Finding your edge (SpaceX vs small caps)
28:46 - Korea, memory stocks & record put buying
34:27 - Short selling vs long activism
42:35 - Why Moderna could fall
45:16 - Prediction markets & social media sentiment
51:44 - Space & SPACs
54:56 - Canada, trade wars & funding Olympians

Is Bitcoin Ready To Rip While Wall Street Breaks? | Jordi Visser Oct 17, 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 hedge funds are blowing up, the lessons from LTCM, and how tokenization could reshape the entire industry. We also discuss why bitcoin is holding strong, why CPI doesn’t matter anymore, whether Anthropic’s growth is slowing, and Elon’s flying car.

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0:00 - Intro
1:12 - What LTCM teaches us about today’s market
14:10 - Tokenization & the death of hedge funds
17:40 - Why bitcoin is holding strong
23:33 - AI is offense, bitcoin is defense
26:47 - When bitcoin’s next rally happens
29:38 - Why CPI doesn’t matter anymore
35:59 - Debate: is Anthropic’s growth slowing?
54:02 - Elon’s flying car & a Tesla SpaceX merger
57:26 - AI capital needs & market liquidity

How to Find the Next 10x Stock Before Everyone Else | Eric Jackson Oct 15, 2026

Show notes

Eric Jackson is the founder of EMJ Capital and the investor behind the high-profile Carvana and Opendoor calls. This was recorded live at the Silvia Investor Summit in New York. In this conversation, we break down the rise of the retail investor, how he uses AI in his research, and what he saw inside Hut 8’s massive AI data center campus. We also discuss his AI-powered bitcoin model, when to sell, and using AI to beat prediction markets.

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0:00 - Intro
0:25 - Why public companies now care about retail investors
3:55 - How Eric uses AI for investment research
6:21 - Inside Hut 8’s massive AI data center build
15:57 - Building conviction on misunderstood stocks
18:10 - Eric’s daily routine & the Drake videos
21:48 - Portfolio construction, small caps & crypto
24:18 - How to know when to sell
25:35 - AI bitcoin model: bull, or bear market?
28:31 - Beating prediction markets with AI

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