The Pomp Podcast

Latest Episodes:

Grant Cardone Reveals How Much Bitcoin He Owns Feb 19, 2026

Show notes

Grant Cardone is a real estate investor and founder of Cardone Capital. This conversation was recorded live at Bitcoin Investor Week in New York. In this conversation, Grant explains how he pairs cash-flowing real estate with bitcoin, why he stacks bitcoin on top of discounted properties, and how that approach attracted traditional real estate investors to bitcoin. We also discuss his views on cash flow, long-term conviction, avoiding stocks and gold, and why combining legacy assets with new monetary technology creates a powerful investment framework.

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0:00 - Intro
0:17 - Grant’s portfolio, cash flow, & scale
3:41 - Why he started combining real estate with bitcoin
13:58 - The REIT “glitch” — why institutions can’t hold bitcoin
17:00 - What bitcoiners get wrong when talking to investors
20:53 - Why he avoids stocks & paper assets

The Real Reason Bitcoin Stopped Going Up | Mike Novogratz Feb 18, 2026

Show notes

Mike Novogratz is a veteran macro investor and the founder & CEO of Galaxy. This conversation was recorded live at Bitcoin Investor Week in New York. In this conversation, Mike shares why investing has become far more complex, how the dollar’s role as a global reserve currency may be shifting, and what that means for bitcoin, gold, and global markets. We also cover bitcoin’s recent pullback, regulation and ETFs, and why AI, energy, and tokenization could define the next market cycle.

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0:00 - Intro
0:24 - Why the investing game just got harder
5:40 - Is the U.S. losing reserve currency status?
8:37 - AI, productivity, & why inflation may stay low
11:25 - Is Bitcoin actually “not working”?
13:24 - Regulation, Wall Street, & Bitcoin’s next narrative
20:59 - AI, power, & the future of Galaxy
26:16 - Mike’s fantasy football league

Will Money Printing End Bitcoin Bear Market? | Lyn Alden Feb 17, 2026

Show notes

Lyn Alden is a macro strategist and one of the most respected independent voices in global markets. This conversation was recorded live at Bitcoin Investor Week in New York. In this discussion, Lyn explains why deflationary forces may outweigh inflation risks, how AI-driven productivity is reshaping the economy, and why traditional macro signals are breaking down. We also explore energy’s role in controlling inflation, the divergence between gold and bitcoin, and what it all means for long-term investors.

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0:00 - Intro
0:23 - Inflation vs deflation: what macro regime are we in?
2:28 – Money printing, productivity, & hidden deflation
5:17 – Gold vs Bitcoin: why gold is outperforming
7:59 – Why retail hasn’t bought bitcoin this cycle
12:05 – Bitcoin vs stablecoins and capital flows
14:34 – AI, jobs, & deflationary pressure
17:12 – Will deflation force more money printing?
19:08 – High growth without inflation: is it possible?

Will Deflation Hurt Bitcoin? | Cathie Wood Feb 16, 2026

Show notes

Cathie Wood is the Founder, CEO, and CIO of ARK Invest and one of the most influential voices in innovation investing. This conversation was recorded live at Bitcoin Investor Week in New York. In this discussion, Cathie explains why deflation—not inflation—is the bigger macro risk, how AI is becoming a powerful deflationary force, and why productivity gains are being misunderstood by markets and policymakers. We also explore bitcoin’s role as a hedge against both inflation and deflation, the rise of counterparty risk, and how converging technologies like AI, robotics, and blockchain are reshaping the global economy.

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0:00 - Intro
0:20 - Why deflation is the real macro risk
3:32 - Navigating the AI boom & U.S. growth
12:22 - Would deflation hurt bitcoin?
14:08 - Elon Musk, Tesla, & convergence
16:37 - Key risks investors should watch
18:45 - How ARK approaches innovation investing

The Bitcoin Rotation No One Sees Coming | Jordi Visser Feb 14, 2026

Show notes

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. This conversation was recorded at Bitcoin Investor Week in New York. In this episode, we break down why software stocks are losing their moats, how AI is driving deflation, and why capital is rotating toward scarce assets. We explore hyperscalers, data centers, AI agents, and why bitcoin may emerge as the only true growth asset in a world of abundant intelligence.

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0:00 - Intro
0:56 – Cathie Wood’s AI take & why Jordi disagrees
4:30 – Why Big Tech may struggle to monetize AI
6:57 – Deflation vs disinflation in an AI-driven economy
10:08 – What investors should actually do right now
14:12 – The scarcity trade & why bitcoin stands out
16:25 – How investors can use AI to gain an edge
19:16 – Where to follow Jordi Visser & his work

Bitcoin Is Closer to a Breakout Than People Think | Dan Ives Feb 13, 2026

Show notes

Dan Ives is the Global Head of Technology Research at Wedbush Securities and one of the most widely followed analysts covering AI and U.S. tech. This conversation was recorded live at Bitcoin Investor Week in New York. In this discussion, Dan explains why the recent selloff in software is disconnected from fundamentals, how AI CapEx is driving a fourth industrial revolution, and why U.S. tech remains structurally ahead. We also discuss the relationship between AI and bitcoin, the current risk-off environment, and why Dan believes we’re still early in a multi-year tech bull cycle.

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0:00 - Intro
0:22 - Is the tech bull market over?
1:55 - Why do people want U.S. software companies to fail?
4:30 - If tech is up 20%, what happens to the S&P 500?
6:16 - Are AI & Bitcoin actually connected?
9:02 - Do power and data center constraints limit AI’s upside?
13:22 - How robotics will change labor & profits
15:45 - Where does bitcoin go over the next few years?
17:06 - Which tech companies are misunderstood or undervalued?
19:30 - Are we near a market bottom?

Largest Bitcoin Miner Predicts Next Bitcoin Bull Run | Fred Thiel Feb 12, 2026

Show notes

Fred Thiel is the CEO of Marathon Digital and a leading voice at the intersection of bitcoin, energy, and data center infrastructure. This conversation was recorded live at Bitcoin Investor Week in New York. In this conversation, we discuss the growing energy constraints driven by AI and bitcoin, why powered land is becoming increasingly valuable, and how bitcoin miners are adapting by shifting toward AI. Fred also explains the impact of falling mining hardware costs, international expansion, and why long-term value will accrue to companies that control energy and infrastructure.

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0:00 - Intro
0:19 - Is there enough energy for Bitcoin & AI?
4:50 - Why mining hardware is cheaper than ever
6:16 - The future of data centers & energy
10:27 - How investors should think about bitcoin, AI, & energy
15:03 - The biggest risk in infrastructure

Is Regulation Actually Bullish for Bitcoin? | Chris Giancarlo Feb 11, 2026

Show notes

Chris Giancarlo is the former Chairman of the Commodity Futures Trading Commission (CFTC) and the author of “Crypto Dad.” This conversation was recorded live at Bitcoin Investor Week in New York. In this episode, we discuss the state of crypto regulation in the U.S., the push for legislative clarity, the roles of the SEC and CFTC, and why regulation ultimately matters more for traditional finance than for crypto builders. We also explore prediction markets, federal preemption, and why a durable legal framework is critical for America’s digital financial future.

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0:00 - Intro
0:24 – Has politics and regulation been good or bad for Bitcoin?
6:30 – Why prediction markets matter for the future of crypto
10:30 – Should there be limits on prediction markets?
17:36 – When should innovators push regulation vs wait it out?
20:37 – How do the SEC and CFTC actually differ?
23:58 – The story behind “Crypto Dad” and getting regulation right

Bitcoin’s Future Will Be Decided by This One Shift | Jordi Visser Feb 07, 2026

Show notes

Jordi Visser is a veteran macro investor with 30+ years of market experience and the author of the VisserLabs Substack. In this episode, we break down why bitcoin is selling off, why software multiples are compressing, and how capital is shifting toward scarce, physical assets. We cover data centers, AI, energy, and semiconductors — plus insights on Elon Musk, Tesla, SpaceX, and what it all means for markets.

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0:00 – Intro
0:50 – Why is bitcoin crashing?
3:01 – The big crypto utility shift & why software multiples are collapsing
10:55 – The rotation: hardware/commodities outperforming software
17:14 – How AI agents disrupt legacy enterprise software
33:51 – Jordi’s “turbulence model” + what it’s signaling in markets
40:34 – Tesla/Elon: bull case, risks, & the path to $10T
50:25 – Should Elon merge Tesla + SpaceX + xAI + X?
53:22 – Wrap + what Jordi is publishing next

Why the Bitcoin Narrative Is Shifting Right Now | Jeff Park Feb 04, 2026

Show notes

Jeff Park is a Partner & Chief Investment Officer at ProCap Financial. In this conversation, we discuss bitcoin’s recent drawdown and whether the market is in a true bear phase, the current interest rate backdrop, and the Fed’s role in today’s economy. We also cover the nomination of Kevin Warsh as Fed chairman, Jeff’s outlook on precious metals, and a warning on one asset he believes investors should avoid going forward.

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0:00 - Intro
0:56 - Is the bitcoin selloff sustainable?
5:56 - Fed vs White House & is bitcoin looking forward or backward?
13:10 - Kevin Warsh & the future of the Fed
32:11 - Why precious metals are surging

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