The Pomp Podcast

Latest Episodes:

Did Jerome Powell Lie to Congress? The Fed’s Palace, Politics & Rate Cuts | Anthony & John Pompliano Jan 13, 2026

Show notes

Anthony Pompliano and John Pompliano break down the growing pressure on the Federal Reserve — from Jerome Powell’s battle with inflation to how shifting monetary policy is reshaping markets in real time. We dig into what this moment means for Bitcoin, investor sentiment, the broader macro backdrop, and the NYC token controversy surrounding Eric Adams.

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0:00 – Intro
1:12 — Jerome Powell controversy
14:50 – Will the Fed cut rates? Inflation outlook
18:13 – Claude Code, AI automation, & why inflation is falling
25:22 – Bitcoin vs the Fed & geopolitics
31:22 – Why younger generations care less about bitcoin
35:15 – Eric Adams & the NYC token controversy
38:17 – Advice for investors who lost money

The AI Shock Is About to Reprice Bitcoin | Jordi Visser Jan 10, 2026

Show notes

Jordi Visser is a veteran macro investor with over 30 years of experience and the author of the VisserLabs Substack. In this conversation, we discuss the shift toward higher growth and lower inflation, how AI-driven productivity is reshaping the economy, housing, labor markets, and why energy and critical minerals are becoming central to global geopolitics. We also break down what these trends mean for markets and long-term investment portfolios.

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Timestamps:

0:00 – Intro
1:57 – Is the economy entering high growth, low inflation?
4:17 – Could GDP really reach 10%?
9:09 – What this economic setup means for investors
12:36 – AI chips explained
16:44 – Data centers, power limits, & space
20:04 – AI, energy, & shifting global alliances
27:16 – Geopolitics: Iran, Cuba, Mexico, Greenland
30:54 – President Trump’s housing plan explained
33:20 – Will falling home prices hurt voters?
38:01 – Humans and humanoid robots working together
44:01 – Biggest risks & personal concerns
47:43 – A simple AI product that shows what’s coming
52:09 – How to build powerful AI prompts
55:16 – Why building software beats buying it now
1:03:17 – AI consulting and how to get involved
1:05:13 – Live show announcement

Bitcoin Is Becoming a Strategic Weapon | Jeff Park Jan 07, 2026

Show notes

Jeff Park is a Partner & Chief Investment Officer at ProCap Financial. In this conversation, we break down the outlook for 2026, how bitcoin is positioned within global markets, and what shifting capital flows mean as major institutions like Morgan Stanley enter the space. Jeff also shares insights on geopolitics, artificial intelligence, and why these forces are increasingly shaping bitcoin and broader financial markets.

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Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at ⁠https://uphold.sjv.io/K0RXra.⁠ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.

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Timestamps:

0:00 – Intro
1:59 – Bitcoin setup for 2026: positioning, flows, leverage
4:35 – Volatility + drawdowns: are bear markets changing?
7:49 – The “ideological investor” & 3 forces shaping 2026
13:48 – Venezuela bitcoin rumors & geopolitics driving markets
20:15 – Gold/jewelry drama & verifying what’s real
23:06 – AI content & implications for the next generation
34:05 – Morgan Stanley launching Bitcoin ETF & Solana ETF

Professor Predicts MASSIVE 70% Stock Crash | Dave Collum Jan 05, 2026

Show notes

Dave Collum is a Professor of Chemistry at Cornell University. In this conversation, we discuss asset prices in 2025, the economy, and the impact of monetary policy on markets. Dave explains why he believes the stock market is overvalued, why he’s concerned about risk assets, and why he’s uneasy about gold’s strong performance despite being a major holder. We also touch on his annual letter, inflation, investing outlooks, U.S. politics, geopolitics, and why independent thinking matters heading into 2026.

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Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://uphold.sjv.io/K0RXra. This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.

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Timestamps:

0:00 - Intro
1:31 — 2025 asset performance & Dave’s big picture market view
5:56 — Debate: productivity/AI & “new era” valuations
11:33 — AI: the tech may be real, but the investment setup may be bad?
20:07 — Dave’s portfolio positioning & Gold vs Bitcoin
28:08 — Tether: transparency vs risks
32:40 — Evaluating Strategy leverage & premiums
35:25 — “Rough seas ahead” & why valuation is the core risk
46:17 — U.S. economic policy, tariffs, DOGE, government “fraud”
1:13:30 — Housing affordability: why building “luxury” can lower overall rents
1:18:48 — AI + education: personalized tutors vs losing the ability to think
1:22:42 — Tucker Carlson experience & media backlash
1:35:08 — Where to find Dave’s annual letter & closing thoughts

The 2026 Playbook: Bitcoin & A.I. | Jordi Visser Jan 03, 2026

Show notes

Jordi Visser is a macro investor with over 30 years of Wall Street experience and the writer behind the VisserLabs Substack. In this conversation, we break down the key lessons from 2025 and what to watch in 2026. We cover the assets and trends shaping the next cycle, the rapid impact of artificial intelligence on productivity, GDP, economic growth, and how individuals can use these tools to create more value in their work and lives. We also dive into bitcoin, AI’s role in markets, and practical takeaways you can apply immediately.

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Timestamps:

0:00 – Intro
1:49 – 2025 market recap and biggest lessons
14:47 – 2026 outlook: can GDP growth accelerate?
21:30 – 2026 asset outlook: stocks, commodities, crypto
28:45 – How to use AI to make better decisions and investing ideas
33:36 – Silvia tax/parenting use cases and better portfolio construction with AI
40:41 – Karpathy’s tweet: AI is changing programming
49:17 – Building apps and tools with AI and the importance of curiosity + persistence
1:00:56 – 2026 prediction: task-specific AI agents
1:05:06 – Health, longevity, and Jordi’s new Substack

Bitcoin, AI & the Next Macro Shift Investors Aren’t Ready For | Jordi Visser Dec 20, 2025

Show notes

Jordi Visser is a macro investor with over 30 years of Wall Street experience and the writer behind the VisserLabs Substack. In this conversation, we break down the latest CPI data, what it means for the Fed’s next moves, artificial intelligence — how it’s changing the way people work, learn, and create an edge in their careers. We also cover bitcoin, macro positioning, and specific companies and organizations investors should be paying attention to right now.

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Timestamps:

0:00 – Intro
1:39 – CPI takeaways & why direction matters more than the number
4:33 – Gas prices, wages, housing & why inflation pressure is fading
7:44 – Outlook 2026 & rate hike vs rate cut debate
12:49 – Jim Chanos bear case on AI & Oracle explained
17:18 – How to actually use ChatGPT + enterprise AI adoption problems
25:15 – Content creation, avatars & human emotion vs AI
30:05 – AI slop, deepfakes & public trust
34:23 – The future of work + how investors can play AI in public markets
41:18 – Bitcoin outlook + “silent IPO”
45:43 – Where to find Jordi’s work & what’s coming next

Larry Fink Is RIGHT About Bitcoin | Anthony & John Pompliano Dec 16, 2025

Show notes

Anthony and John Pompliano break down what’s really happening in the bitcoin market — why price has stalled, how volatility is evolving, and what most investors are missing about the next phase of this cycle. We dig into the Federal Reserve’s rate-cut debate, the broader economic backdrop, and how liquidity conditions are shaping risk assets — with a brief touch on BUD/S training and why discipline matters in markets and life.

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0:00 - Intro
0:25 - Larry Fink: bitcoin as an “asset of fear” & why price has stalled

7:10 - Why drawdowns matter less over time
11:00 - Jobs data, wages, & the macro split narrative
15:55 - Consumer sentiment vs social media sentiment
18:02 - Santa rally & market psychology
19:32 - Can anyone catch up to Strategy?
25:22 - Has the bitcoin narrative changed? & 2026 outlook
39:07 - BUD/S training comparison & volatility

How Fed Rate Cuts Affect Bitcoin, AI & The Market | Jordi Visser Dec 13, 2025

Show notes

Jordi Visser is a macro investor with over 30 years of Wall Street experience and the writer behind the VisserLabs Substack. In this conversation, we break down the latest Fed decision, rate cuts, and their impact on bitcoin and public equities. Then we go deep into the AI landscape — where value is emerging, where risks remain, and how investors should be thinking about positioning for 2026.

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Timestamps:

0:00 – Intro
1:46 – Fed decision, rate cut & initial market reaction
6:39 – How equities & bitcoin reacted
10:26 – Identifying the next consensus trade & AI progress
16:38 – When is AI escape velocity?
21:28 – Impact of open-source vs closed-source models
27:22 – How hedge funds are actually using AI
31:34 – Small business stress, economic transition & IPO wave
38:14 – Biggest risks, corrections & market volatility ahead
42:54 – The next AI cycle: chips, power & real-world systems
46:44 – Preview for Jordi’s next video

Why Bitcoin’s Next Big Move Is Closer Than Everyone Thinks Dec 11, 2025

Show notes

Mel Mattison is one of the leading macro strategists on the internet, known for his deep insights into global markets and digital assets. In this conversation, we break down why inflation fears are overstated, why rates may fall faster than expected, and how energy and politics are shaping today’s markets. We also cover the rise of young independent investors, growing distrust in institutions, and what all this means for bitcoin, stocks, housing, and the AI-driven economy ahead.

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Timestamps:

0:00 – Intro
2:55 – Is inflation actually a problem?
6:21 – Where interest rates are ultimately headed
9:47 – The “affordability crisis” vs what the data really shows
21:36 – Human nature, incentives & “rich thinking”
32:14 – Distrust in institutions & the rise of independent investors
40:43 – What caused bitcoin selloff & 2026 outlook
45:59 – Why mindset matters more than macro for individuals

Bitcoin vs. The Fed: Who Wins in 2026? | Jeff Park Dec 10, 2025

Show notes

Jeff Park is the Partner & Chief Investment Officer at ProCap Financial. In this conversation, we break down the Fed’s year-end shift toward rate cuts and easier liquidity, what it means for markets, and why bitcoin sentiment feels so negative despite strong performance. Jeff also digs into how AI investment is reshaping the macro landscape, what institutional players like BlackRock and Stripe signal for crypto, and why ProCap’s mission centers on bitcoin and the coming age of abundance.

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Timestamps:

0:00 – Intro
1:46 – Implications of fed rate cuts + QE returning
7:00 – AI investment vs rest of the economy
12:48 – Bitcoin sentiment despite strong performance
16:01 – Intersection between bitcoin and AI
23:22 – ProCap Financial goes public ($BRR)

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