The Pomp Podcast

Latest Episodes:

How Bitcoin Outpaces Stocks in the Next Decade | Jordi Visser Aug 30, 2025

Show notes

Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we talk about the federal reserve, what is going to happen with artificial intelligence, future outlook for stock market, and why interest rate cuts will be so bullish for bitcoin.

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Independent Investor ConferenceMarkets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It’s officially the rise of the retail investor. On September 12th in NYC, I’m hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We’re bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street.👉 TICKETS: ⁠⁠⁠https://www.independentinvestor.co/⁠⁠⁠ (use promo code POMPYT25)

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From The Desk of Anthony PomplianoCheck out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠http://pompdesk.com/⁠⁠⁠

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Podcast Sponsors"This episode is brought to you by Figure ⁠⁠⁠(https://figuremarkets.co/pomp)⁠⁠⁠, the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers Crypto-Backed Loans, allowing you to borrow against your Bitcoin or Ethereum with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event.Your BTC collateral is protected by decentralized MPC custody. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault on chain. Unlock your crypto’s potential today. Visit their app to apply ⁠⁠⁠(https://figuremarkets.co/pomp)⁠⁠⁠ for a Crypto Backed Loan today! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. Visit figure.com for more information. Figure Markets Credit LLC. 650 S. Tryon Street, 8th Floor, Charlotte, NC 28202. (888) 926-6259. NMLS ID 2559612. Terms and conditions apply. Visit ⁠⁠⁠https://figuremarkets.com/borrow⁠⁠⁠ for more information."

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Bitwise is one of the largest and fastest-growing crypto asset managers. As of December 31, 2021, the company managed over $1.3 billion across an expanding suite of investment solutions, which include the world's largest crypto index fund and other innovative products spanning Bitcoin, Ethereum, DeFi, and crypto equities. Whether you’re an individual, advisor, or institution, Bitwise provides intelligent access to crypto with your unique circumstances in mind. Visit ⁠⁠⁠https://bitwiseinvestments.com/⁠⁠⁠ to learn more. Certain of the Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit ⁠⁠⁠https://bitwiseinvestments.com/disclosures⁠⁠⁠ to learn more.

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TimeStamps:

0:00 - Intro
1:56 - Where to find signal in the Federal Reserve
10:06 - AI impact on interest rates & jobs
17:29 - What does the young generation do?
22:51 - Any risks of rate cuts while rising PMI?
26:37 - Why is this good for bitcoin?
29:08 - How big can bitcoin’s market cap get?
33:59 - What will it take for people to sit in 100% bitcoin instead of cash?
39:11 - Where does the stock market go from here?
44:08 - Market outlook and why bitcoin

Why Is Bitcoin’s Price Going Down? | Anthony & John Pompliano Aug 26, 2025

Show notes

John and Anthony Pompliano discuss bitcoin, why the price is going down, what’s going on with the federal reserve, where the pressure from the White House is coming, prediction for the next 10 years of the US economy, and will Powell cut interest rates?

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Markets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It’s officially the rise of the retail investor. On September 12th in NYC, I’m hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We’re bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street.👉 TICKETS: ⁠⁠⁠⁠https://www.independentinvestor.co/⁠⁠⁠⁠ (use promo code POMPYT25)

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Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠⁠http://pompdesk.com/⁠⁠⁠⁠

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Xapo Bank, the world’s first fully licensed Bitcoin-enabled bank, offers military-grade security with an unmatched blend of physical and digital security, as well as pioneering regulatory oversight, so your funds are always protected. Beyond secure storage, they enable you to grow and use your Bitcoin. Earn daily interest in Bitcoin, spend with zero FX fees using a global card, and make instant payments via the Lightning Network for unrivalled access and convenience. Visit https://www.xapobank.com/pomp to join.

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Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/

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TimeStamps:

0:00 - Intro
0:23 - Why is bitcoin dropping?
4:34 - Bitcoin vs money supply
12:12 - Where does bitcoin go from here?
21:31 - Why bitcoin is now a consensus trade
25:44 - Early bitcoin stories and ancient coins
34:44 - Feedback from Jerome Powell and Jackson Hole
41:00 - Lisa Cook situation and where we go from here

Bitcoin Rate of Return: The Only Metric That Matters | Jeff Park Aug 25, 2025

Show notes

Jeff Park is a Partner and Chief Investing Officer of ProCap BTC. In this conversation we talk about bitcoin, why the volatility is a feature, institutional adoption, opportunities for bitcoin treasure companies, and why bitcoin rate-of-return is so important.

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From The Desk of Anthony PomplianoCheck out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠http://pompdesk.com/⁠⁠⁠

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BitcoinIRA: Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $500 in rewards.

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Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pomp

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TimeStamps:

0:00 - Intro
2:43 - How to think about bitcoin volatility
19:57 - Bitcoin is a retail investors dream
24:55 - Risks or opportunities with Bitcoin ETFs
26:06 - Expectation for bitcoin being injected into traditional finance
28:51 - How to think about bitcoin treasury companies
40:20 - Why bitcoin rate of return is so important
47:19 - Takeaways from Jackson Hole conference

Why Isn't Bitcoin Going Up? | Jordi Visser Aug 23, 2025

Show notes

Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we talk about Jerome Powell’s recent comments, why PMI is important, why bitcoin isn’t going up, AI bubble, MAG7 getting cheaper, and where Jordi sees risk right now.

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

Independent Investor ConferenceMarkets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It’s officially the rise of the retail investor. On September 12th in NYC, I’m hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We’re bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street.👉 TICKETS: ⁠⁠https://www.independentinvestor.co/⁠⁠ (use promo code POMPYT25)

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

From The Desk of Anthony PomplianoCheck out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠http://pompdesk.com/⁠⁠

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

Podcast Sponsors"This episode is brought to you by Figure ⁠⁠(https://figuremarkets.co/pomp)⁠⁠, the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers Crypto-Backed Loans, allowing you to borrow against your Bitcoin or Ethereum with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event.Your BTC collateral is protected by decentralized MPC custody. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault on chain. Unlock your crypto’s potential today. Visit their app to apply ⁠⁠(https://figuremarkets.co/pomp)⁠⁠ for a Crypto Backed Loan today! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. Visit figure.com for more information. Figure Markets Credit LLC. 650 S. Tryon Street, 8th Floor, Charlotte, NC 28202. (888) 926-6259. NMLS ID 2559612. Terms and conditions apply. Visit ⁠⁠https://figuremarkets.com/borrow⁠⁠ for more information."

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

Bitwise is one of the largest and fastest-growing crypto asset managers. As of December 31, 2021, the company managed over $1.3 billion across an expanding suite of investment solutions, which include the world's largest crypto index fund and other innovative products spanning Bitcoin, Ethereum, DeFi, and crypto equities. Whether you’re an individual, advisor, or institution, Bitwise provides intelligent access to crypto with your unique circumstances in mind. Visit ⁠⁠https://bitwiseinvestments.com/⁠⁠ to learn more. Certain of the Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit ⁠⁠https://bitwiseinvestments.com/disclosures⁠⁠ to learn more.

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

TimeStamps:

0:00 - Intro
1:54 - What’s going on with the Fed?
6:01 - How to measure inflation with AI boom
16:41 - How accurate is the job data?
20:02 - PMI and why it’s important
28:53 - Why isn’t bitcoin going up?
31:33 - Why MAG7 has become cheaper
33:46 - Feedback on Powell comments
36:12 - OpenDoor is embracing AI
38:33 - Where is risk right now?
41:31 - Should Powell cut 50 bps?

Bitcoin Stock Risks & The End of The 4 Year Cycle? | Matthew Sigel Aug 20, 2025

Show notes

Matthew Sigel is the Head of Digital Assets Research at VanEck, and also the Portfolio Manager of the NODE ETF. In this conversation we talk about public equities related to crypto, recent staking decision from the government, the Fed, bitcoin mining companies, what will happen with stablecoins, and expectations for the US government buying bitcoin.

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From The Desk of Anthony PomplianoCheck out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠http://pompdesk.com/⁠⁠⁠

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Bitizenship helps Bitcoin-forward investors gain EU residency and a path to Portuguese citizenship in five years while maintaining exposure to Bitcoin. Their regulated fund qualifies you for the Golden Visa through an operating company focused on Bitcoin-native innovation. Book a free strategy call at ⁠https://bitizenship.com/pomp.⁠

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TimeStamps:

0:00 - Intro
1:57 - Evaluating public equites related to crypto
13:27 - TEPCO: Why is this Japanese utility company soaring?
16:52 - Feedback on bitcoin mining companies
22:39 - $OPEN & the new wave of retail
28:19 - What is going on with staking?
33:22 - What VanEck has been building
36:06 - Potential risks
38:04 - Expectations for government buying bitcoin
41:30 - Governments relationship with stablecoins
45:10 - Is the 4-year cycle over?

Why Bitcoin & Stocks Will Go Up Forever | Anthony & Polina Pompliano Aug 19, 2025

Show notes

Anthony Pompliano & Polina Pompliano discuss short-term outlook for bitcoin, government printing money, what is going on with inflation, the biggest risk in the market, what you should be paying attention to, and are stocks overvalued and due for a crash?

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

Independent Investor ConferenceMarkets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It’s officially the rise of the retail investor. On September 12th in NYC, I’m hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We’re bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street.👉 TICKETS: ⁠⁠https://www.independentinvestor.co/⁠⁠ (use promo code POMPYT25)

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

From The Desk of Anthony PomplianoCheck out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠http://pompdesk.com/⁠⁠

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

TimeStamps:

0:00 - Intro
1:22 - Are we due for a market crash?
10:41 - Will the US government buy bitcoin?
14:03 - Bitcoin price prediction
16:29 - $OPEN & why the memes are the message
26:29 - What is going on with inflation & job market?
31:19 - The biggest risk is listening to the doom & gloom news

Will Tokenized Stocks Actually Work? | Ian De Bode Aug 18, 2025

Show notes

Ian De Bode is the Chief Strategy Officer at Ondo Finance. In this conversation we talk about why we need tokenization, advantage of being on-chain, stablecoins vs cash, how people will make money, regulation, biggest risks, and should equities be trading 24/7?

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

Independent Investor ConferenceMarkets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It’s officially the rise of the retail investor. On September 12th in NYC, I’m hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We’re bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street.👉 TICKETS: ⁠⁠https://www.independentinvestor.co/⁠⁠ (use promo code POMPYT25)

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

From The Desk of Anthony PomplianoCheck out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠http://pompdesk.com/⁠⁠

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

TimeStamps:

0:00 - Intro
1:56 - Why do we need tokenization?
12:34 - How people will make money
15:52 - Lessons from tokenizing a government bond fund
19:13 - Stablecoins that generate yield
24:28 - Behind the scenes of belief in tokenization
26:15 - What's the biggest risk?
27:59 - Do people really want to trade stocks on weekends?
29:05 - What Ondo Finance is building

Will Fed Rate Cuts & AI Send Bitcoin Flying? | Jordi Visser Aug 16, 2025

Show notes

Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we about the idea of US buying more bitcoin, what’s going on with the CPI & PPI, the idea of revaluing gold, how AI is accelerating everything, and how to evaluate your portfolio.

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

Independent Investor ConferenceMarkets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It’s officially the rise of the retail investor. On September 12th in NYC, I’m hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We’re bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street.👉 TICKETS: ⁠https://www.independentinvestor.co/⁠ (use promo code POMPYT25)

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

From The Desk of Anthony PomplianoCheck out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠http://pompdesk.com/⁠

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

Podcast Sponsors"This episode is brought to you by Figure ⁠(https://figuremarkets.co/pomp)⁠, the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers Crypto-Backed Loans, allowing you to borrow against your Bitcoin or Ethereum with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event.Your BTC collateral is protected by decentralized MPC custody. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault on chain. Unlock your crypto’s potential today. Visit their app to apply ⁠(https://figuremarkets.co/pomp)⁠ for a Crypto Backed Loan today! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. Visit figure.com for more information. Figure Markets Credit LLC. 650 S. Tryon Street, 8th Floor, Charlotte, NC 28202. (888) 926-6259. NMLS ID 2559612. Terms and conditions apply. Visit ⁠https://figuremarkets.com/borrow⁠ for more information."

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

Bitwise is one of the largest and fastest-growing crypto asset managers. As of December 31, 2021, the company managed over $1.3 billion across an expanding suite of investment solutions, which include the world's largest crypto index fund and other innovative products spanning Bitcoin, Ethereum, DeFi, and crypto equities. Whether you’re an individual, advisor, or institution, Bitwise provides intelligent access to crypto with your unique circumstances in mind. Visit ⁠https://bitwiseinvestments.com/⁠ to learn more. Certain of the Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit ⁠https://bitwiseinvestments.com/disclosures⁠ to learn more.

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

TimeStamps:

0:00 - Intro
1:39 - What is going with US buying bitcoin?
3:55 - How to evaluate inflation data
9:25- Should we expect asset prices to keep going higher?
21:25 - Impact of AI accelerating
35:15 - The idea of revaluing gold
40:41 - Government is taking a stake in Intel?
44:50 - Where Jordi sees investing opportunities

How To Make Money While Holding Bitcoin | Charlie Hu Aug 13, 2025

Show notes

Charlie Hu is the Co-Founder of Bitlayer. In this conversation we talk about bitcoin, current state of DeFi, why it’s bringing together Asian retail and Western institutions, evaluating TVL as a metric, what Bitlayer is building, and the potential future for bitcoin ETF staking?

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

Markets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It’s officially the rise of the retail investor. On September 12th in NYC, I’m hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We’re bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street. TICKETS: ⁠https://www.independentinvestor.co/⁠ (use promo code POMPYT25)

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

Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠http://pompdesk.com/⁠

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

Listen to The Pomp Podcast on the audio platform of your choice: ⁠http://pomppodcast.com ⁠

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Pomp writes a daily letter to over 270,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: ⁠https://pomp.substack.com/⁠

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This episode is brought to you by Figure (https://figuremarkets.co/pomp), the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers Crypto-Backed Loans, allowing you to borrow against your Bitcoin or Ethereum with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Your BTC collateral is protected by decentralized MPC custody. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault on chain. Unlock your crypto’s potential today. Visit their app to apply (https://figuremarkets.co/pomp) for a Crypto Backed Loan (https://figuremarkets.co/pomp) today! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. Visit figure.com for more information. Figure Markets Credit LLC. 650 S. Tryon Street, 8th Floor, Charlotte, NC 28202. (888) 926-6259. NMLS ID 2559612. Terms and conditions apply. Visit https://figuremarkets.com/borrow for more information.

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0:54 - Intro
2:00 - Bringing Asian retail investors and Western institutions together
6:39 - Takeaways from Vietnam
8:30 - Current state of DeFi
11:24 - What does Bitcoin DeFi mean?
24:06 - Bitlayer business
30:01 - Bitcoin ETF staking
32:27 - Bitcoin as a productive vs non-productive asset
37:59 - Is ‘Total Value Locked’ a good metric?
40:28 - Where to find Charlie and Bitlayer

Bitcoin’s Most Explosive Phase Starts Now | Anthony & John Pompliano Aug 12, 2025

Show notes

Anthony Pompliano and John Pompliano discuss what is going on with bitcoin, what we think will happen the rest of this year, why everyone was wrong about tariffs, is the ethereum rally legit or not, metrics to keep an eye on, current investing trends, and why bonds are more risky than bitcoin.

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

Markets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It’s officially the rise of the retail investor. On September 12th in NYC, I’m hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We’re bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street. TICKETS: https://www.independentinvestor.co/ (use promo code POMPYT25)

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

Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/

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

Listen to The Pomp Podcast on the audio platform of your choice: http://pomppodcast.com

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