The Pomp Podcast

Latest Episodes:

Bitcoin & Sports Teams Are The Best Hedge Against Inflation | Chris Kelly Sep 23, 2026

Show notes

Chris Kelly is a co-owner of the Sacramento Kings, founder of Kelly Investments, and a former Facebook executive. In this conversation, we break down why he owns bitcoin, how sports teams and bitcoin both work as scarce assets, Meta's big AI bets, and where AI and crypto are converging. We also discuss Sports One, his new venture bringing minority sports team stakes to the public markets.

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0:00 - Intro
1:08 - Why Chris owns bitcoin
2:10 - Bitcoin vs sports teams as scarce assets
5:53 - Inside the Kings arena (tech, data center & ETH mining)
10:07 - Meta's AI spending & falling token costs
14:59 - OpenAI vs Anthropic & AI bubble risk
16:48 - Interest rates & the Fed
18:40 - Open source AI & Meta's strategy
22:05 - Investing across the AI stack & blockchain
25:34 - AI & crypto convergence
34:20 - Sports One: democratizing team ownership
41:01 - Equity vs token
44:00 - How sports & markets are changing

Bitcoin Is About To Go Parabolic Because Of AI Agents | Jordi Visser Sep 19, 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 and stocks refused to crash even as the Fed hiked rates, why AI agents are now driving crypto's next leg higher, and why the real "AI bubble" lives inside just two companies. We also get into Andrew Yang's bombshell AI lab claims and why Jordi remains a bitcoin maxi for the next 30 years.

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TOKEN2049 returns to Singapore on October 7–8 at Marina Bay Sands. The world's largest crypto event. 25,000 attendees, 300 speakers, 1,000 side events and the whole industry in one place for two days, into the F1 weekend. Get 10% off your ticket with code POMP10 at https://token2049.com/singapore

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0:00 - Intro
0:51 - Why bitcoin & stocks didn't crash when the Fed hiked rates
4:44 - The liquidity cycle is broken (there are no more recessions)
14:34- AI agents solve impossible problems & what it means for the future
23:18 - Andrew Yang's AI lab bombshell claim
33:21 - Instinct AI & the rise of agent-run personal assistants
40:10 - Recursive self-improvement: AI outpacing human comprehension
43:22- Why Jordi is a bitcoin maxi for the next 30 years
48:06 - Bitcoin vs altcoins: are AI agents the new demand source?
55:54 - What would make Jordi change his mind?
1:02:33 - Bitcoin breaks back above $80,000 & Jordi launches his crypto research

BlackRock Confirmed Bitcoin Is Here To Stay | Jay Jacobs Sep 17, 2026

Show notes

Jay Jacobs is the US Head of Equity ETFs at BlackRock. In this conversation, we break down the real impact of the bitcoin ETFs on adoption, why bitcoin's volatility has compressed, and how institutions and everyday investors are approaching digital assets today. We also dig into AI as a macro market force, the entire AI value chain from power to chips to data centers, and where the ETF industry goes from here.

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0:00 - Intro
1:11 - Bitcoin ETF's real impact on adoption
3:18 - Why bitcoin's volatility has compressed
6:57 - BlackRock's bitcoin & crypto product strategy
9:13 - In-kind redemptions & borrowing against bitcoin
11:18 - AI as a macro factor & the AI value chain
22:36 - Active vs. passive investing in AI & crypto
26:29 - The rise of independent investors
28:13 - ETFs vs. mutual funds
32:05 - Inside BlackRock's ETF playbook
41:43 - Long-term investing & the generational shift in bitcoin and AI

Inside Google's Billion Dollar Bet To Win The AI Race | Logan Kilpatrick Sep 15, 2026

Show notes

Logan Kilpatrick is a member of the technical staff at Google DeepMind. In this conversation, we break down whether Google is actually behind in the AI race, the strategy behind Gemini 4's massive pre-training run, and how DeepMind decides between chasing general intelligence versus building specialized products. We also discuss China's open-source AI labs and why measuring real progress toward AGI might be harder than building the models themselves.

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0:00 - Intro
0:51 - Is Google behind in the AI race?
2:47 - Frontier commitment & the Gemini 4 pre-training run
8:31 - Build vs. buy: Google's AI acquisition strategy
13:13 - Chinese AI labs, competitors & filtering the hype
19:03 - The ambition problem & where Google chooses to compete
21:39 - General intelligence vs. specialized AI products
35:01 - Inside DeepMind: Genome research & the innovation flywheel
41:52 - Kaggle & the race to actually measure AI progress
48:25 - The AI data economy: why data is the new bottleneck

Zac Prince on BlockFi, Bitcoin, and GalaxyOne Sep 14, 2026

Show notes

Zac Prince is the Managing Director at Galaxy Digital and the co-founder and former CEO of BlockFi. In this conversation, we break down what really happened at BlockFi's collapse, the fraud behind FTX and Alameda that he witnessed firsthand, and the lessons he's applying to risk management today. We also discuss Galaxy One's banking, crypto, and yield products, and what the future of investing and AI-powered finance looks like.

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The views expressed by the speakers are their own and do not necessarily reflect the views of Galaxy or its affiliates. Yield is variable and may change with 30 days’ notice. Galaxy Premium Yield is available only to U.S. accredited investors, is not a bank deposit, and is not FDIC insured. The note is unsecured and may result in loss of principal. Guaranteed by Galaxy Digital Holdings LP, a subsidiary of Galaxy Digital Inc. Staking involves risks, including validator downtime, slash, loss of rewards, and Galaxy cannot guarantee validator performance.

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0:00 - Intro
1:05 - What really happened at BlockFi?
8:09 - Celsius, Voyager collapse & the run on BlockFi
10:01 - The FTX acquisition, Sam Bankman-Fried & discovering the fraud
13:32 - Lessons applied to risk management at Galaxy
16:08 - Silvergate, SVB & the "war on crypto"
18:49 - Regulatory politics & the future of crypto policy
22:10 - Rebuilding: what Zac learned post crypto war
26:36 - What is Galaxy One?
41:43 - AI agents & the future of banking

Why Bitcoin Wins No Matter What The Fed Does | Jordi Visser Sep 12, 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 timing for the next bitcoin bull market, why the Clarity Act could send bitcoin to $100K, and how AI's exponential progress is leaving the market mispriced. We also discuss the Fed's rate decision, the Trump-Bessent-Warsh alignment on AI and crypto, and why the AI bubble skeptics have it backwards.

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0:00 - Intro
0:57 - Do interest rates even matter anymore?
4:44 - Static vs Dynamic investors
9:30 - AI agents vs hedge funds vs retail: the new market structure
12:01 - How do you actually value crypto? (Robinhood chain & tokenization)
23:09 - Timing the next bitcoin bull market
27:05 - AI news dump: Astra, hacking scares & the AGI debate
35:27 - The Fed's rate decision: three scenarios
42:20 - Bessent, Warsh & Trump's Fed alignment
50:54 - Bitcoin, AI & Space as $2 trillion assets

Billionaire Reveals The 41 Principles That Built a $125B Empire | Chase Koch Sep 09, 2026

Show notes

Chase Koch is a member of the Koch family and leads Koch Disruptive Technologies at Koch Industries, one of the largest private companies in America. In this conversation, we break down the 41 principles behind Koch's management system, the values-first hiring philosophy that's helped grow the business 10,000x, and the story behind acquisitions like Molex and Georgia-Pacific. We also discuss Koch's evolution into a tech company and the power of finding your comparative advantage.

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0:00 - Intro
1:22 - What is Koch Industries? (scale, history, private company)
9:09 - Charles Koch's principles & the Sunday economics lessons
18:43 - Hiring philosophy: values first, skill second, credentials last
32:05 - Koch as a tech company: Infor, software & AI
35:30 - Horizontal capabilities & the Molex acquisition
41:47 - Turning acquisitions into principle-based cultures
47:03 - Origin story & lessons from near-bankruptcy failures
56:50 - Builder vs. operator: finding your comparative advantage
1:02:54 - Applying principles to society, bitcoin & individual sovereignty
1:08:50 - Stand Together: philanthropy, education & micro-schools
1:19:39 - Investing philosophy & finding the next big deal

China Is About To Catch The US In AI (Here's The Timeline) | Justin McAfee Sep 08, 2026

Show notes

Justin McAfee is an AI researcher at Delphi Digital. In this conversation, we break down why Chinese AI labs are closing the gap with America's frontier models, the innovations forced by US export controls, and the pricing war now squeezing OpenAI, Anthropic, Meta, and Google. We also discuss the race in humanoid robotics, whether AI can ever solve financial markets, and how the US should respond to stay ahead.

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0:00 - Intro
1:10 - Export controls & how constraints forced Chinese AI innovation
4:01 - Could China's AI eventually eclipse the US?
7:25 - Chinese AI companies & infrastructure plays to watch
12:11 - Meta and Grok's price war, and the squeeze on OpenAI/Anthropic
15:07 - How should OpenAI & Anthropic respond to the competition?
16:33 - Physical AI & humanoid robots: China's lead
18:39 - Can AI ever fully "solve" financial markets?
21:11 - Geopolitics: how the US should respond to China
24:43 - Biggest concerns: staying in the frontier
26:56 - What's happening with AI in Europe?
27:36 - Delphi Digital's research & where to find it

Bitcoin Is Entering Its Most Powerful Wave Ever | Jordi Visser Sep 05, 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 rising interest rates may not derail the AI-driven economy, bitcoin's path to new highs and the four-year cycle debate, and how AI agents are already reshaping markets, business management, and crypto adoption. We also cover tokenization, portfolio allocation, and why a 0% crypto weighting no longer makes sense.

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0:00 - Intro
0:58 - Why interest rates won't derail the AI-driven economy
13:43 - Bitcoin, stocks & the money printing trade
20:28 - Tokenization, AI agents & the next wave of investment opportunities
22:42 - Bitcoin's path to $100K & the four-year cycle debate
29:11 - AI agents are already changing how business gets done
35:07 - Markets never sleep: how agents are reshaping trading
38:06 - Managing AI agents like a team
46:01 - Using AI to cut through market fear
52:01 - Why every portfolio needs crypto exposure

Bitcoin to $1 Million?! | Jordi Visser Aug 29, 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 bitcoin's historic recovery and the key levels that matter, the fight between Kevin Warsh and Scott Bessent over interest rates, and why Jordi is rotating more of his money into Ethereum and Solana. We also discuss AI agents, tokenization, and just how high bitcoin could realistically go.

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0:00 - Intro
1:01 - Bitcoin's historic recovery & key levels to watch
4:49 - South Korea & retail’s role in the bitcoin rally
8:56 - Dogecoin, bitcoin & the fundamentally-driven move
12:10 - Kevin Warsh, Scott Bessent & the fight over rates
22:52 - An AI safety expert's surprising take on bitcoin
28:05 - Nvidia's $1B a day & the AI infrastructure trade
33:43 - Why Jordi left Wall Street for real-time information
37:39 - Is Nvidia stock underpricing its own growth?
41:20 - Scarcity, debasement & the bitcoin-gold correlation
47:05 - Stablecoins, tokenization & bitcoin as store of value
50:53 - How high can bitcoin go?
1:01:04 - Jordi’s upcoming video

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