The Pomp Podcast

Latest Episodes:

Bitcoin Is Going To $250,000 (Here's Why) | Arthur Hayes Aug 25, 2026

Show notes

Arthur Hayes is the CEO of Flop Labs and CIO of Maelstrom. In this conversation, we break down Treasury Secretary Scott Bessent's money printing playbook, the controversy around Stanley Druckenmiller's AI-written op-ed, and why bitcoin got overshadowed by the AI trade in 2025. We also discuss gold's next move, how Arthur allocates across bitcoin, gold, and public equities, and his new project tokenizing AI compute itself.

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0:00 - Intro
1:09: - Bessent, Treasury printing & Druckenmiller's op-ed
7:21 - Bitcoin & gold's reaction to money printing signals
10:06 - Real estate, land & inflation hedges
12:55 - Bitcoin's next 12 months & why it lagged AI
17:49 - Bitcoin adoption catalysts & sovereign buyers
20:49 - Gold's outlook, portfolio allocation & public equities
26:14 - Stablecoins, tokenization & real world assets
30:15 - ETH will have a hater rally?
31:47 - Hyperliquid & Arthur's most asymmetric bet
34:33 - Flop: tokenizing AI compute
46:17 - Money printing, scarcity vs abundance & closing thoughts

The AI Safety Expert Reveals His #1 Fear! | Dr. Roman Yampolskiy Aug 24, 2026

Show notes

Dr. Roman Yampolskiy is a professor of computer science at the University of Louisville and one of the world's leading AI safety researchers, credited with coining the term "AI safety" over a decade ago. In this conversation, we break down why he believes superintelligence may be fundamentally uncontrollable, and the recent incidents of AI models hacking, lying, and blackmailing their way out of containment. We also get into the surprising relationship between AI and bitcoin, the collapse of trust from deepfakes, and what happens to jobs and society once we cross the AGI threshold.

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0:00 - Intro
0:50 - Have we already hit AGI?
2:51 - Why we can't control superintelligence
5:14 - Could a global ban on superintelligence actually work?
8:45 - Are AI labs really taking safety seriously?
15:52 - Mass job loss & the economics of AGI
22:03 - The surprising link between AI & bitcoin
29:07 - A world of AI abundance, & why scarcity wins
31:45 - AI watermarks, & the death of trust
35:33 - Pros & Cons of physical AI world
38:40 - What would it take to trust humanoid robot?
39:50 - Brain computer interfaces: a good idea?
42:25 - Rise & risks of deapfakes
49:40 - Controlling AI: Governments vs private companies
54:07 - Open source vs closed, & the US vs China AI race
57:34- Is bitcoin the one crypto project built to last?
1:01:40 - Limitations of physical AI: bottlenecks & shortages
1:03:50 - Impact of healthcare with AI 11
1:06:09 - What would it take to actually declare AGI?
1:09:35 - How the public can help with AI safety

Bitcoin Just Had Its Biggest Week In History | Jordi Visser Aug 22, 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 explosive weekly surge and why this "sigma move" signals a real bull market. We also discuss the collision of AI and crypto, why bitcoin is the purest AI trade, Stripe and Ramp's battle to control AI model routers, and how to think about sizing bitcoin in your portfolio.

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0:00 - Intro
1:02 - Bitcoin's weekly surge & the "sigma week" behind it
5:38 - The bitcoin vibe shift & intersection with AI
15:26 - Is multiple compression a warning sign for the market?
19:03 - How much bitcoin should be in your portfolio?
23:27 - Moderna, AI & the future of biotech
29:20 - Stripe's OpenRouter deal & the fight for AI model routers
34:13 - Are model routers a threat to Anthropic and OpenAI?
44:00 - Why people fear data centers more than nuclear plants
54:46 - Jordi's bitcoin call to arms

Bitcoin’s Rally Today Just Confirmed Everything | Anthony & John Pompliano Aug 19, 2026

Show notes

Anthony & John Pompliano discuss the state of bitcoin at $64,000, why the price has stabilized, and what it will take to spark the next bull run. They also break down the exploding cost of AI adoption inside businesses, the national debt problem no president seems willing to fix, and where investors should be putting their capital right now.

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0:00 - Intro
0:35 - Bitcoin at $64K, catalysts & future returns
7:58 - Why every industry needs "bitcoiners"
12:20 - National debt, government spending & why nothing changes
17:24 - How much businesses are spending on AI
20:30 - How to evaluate if AI is giving you ROI
21:29 - Stocks, equities & conviction on AI
23:16 - Year-end outlook

CEO Explains Why Bitcoin Is Digital Gold | Yoni Assia Aug 17, 2026

Show notes

Yoni Assia is the CEO and co-founder of eToro. In this conversation, we break down agentic trading and how AI is reshaping the platform, why bitcoin remains digital gold, eToro's move into tokenized equities, SpaceX IPO, and why eToro trades for less than 10x EBITDA.

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0:00 - Intro
0:54 - Agentic trading: can AI manage your portfolio?
7:37 - Tokenization & the Space-X IPO
11:50 - Is crypto losing its ethos to Wall Street?
13:51 - Bitcoin as digital gold
14:58 - Why finance is moving to 24/7 blockchain markets
19:26 - Trade Zero acquisition & going after active traders
23:00 - Why eToro trades under 10x EBITDA
28:10 - Building a financial super app
30:25 - Tori: eToro's AI agent & collective intelligence

Bitcoin Wins By Simply Not Playing The Time Game | Jordi Visser Aug 15, 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 the AI trade already bottomed, how bitcoin fits into the future of markets, and why companies like Figure Technologies are outgrowing legacy banks like JPMorgan. We also discuss inflation, the AI IPO wave with Anthropic and OpenAI, and how AI is reshaping everyday life — from raising kids to running a household.

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0:00 - Intro
0:50- Why stocks keep climbing despite AI fears
2:41 - Jordy's AI portfolio & calling market bottoms
7:05 - Inflation report & the Bayesian mindset
11:27 - Figure Technologies & the tokenization boom
19:47 - Why JPMorgan and legacy banks are at risk
24:18 - Bitcoin is the "S&P 500 of ten years from now"
26:14 - Anthropic, OpenAI & the AI IPO wave
31:25 - AI goes mainstream: his wife & raising kids in the AI era
42:43 - ICE deportations & the inflation debate
47:47 - Politics, protests & the AI data center fight
55:50 - Jordi’s weekly videos & how you can help him

The Hidden Cash Machine Wall Street Keeps Ignoring | George Arison Aug 13, 2026

Show notes

George Arison is the CEO of Grindr. In this conversation, we break down how AI has transformed Grindr's engineering team and product roadmap, the real "gay discount" baked into the stock price, and Grindr's fast-growing push into health. We also discuss the app's outsized role in gay relationships and safety risks abroad, and why efficiency — not headcount — is driving the company's next stage of growth.

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0:00 - Intro
1:27 - How AI is transforming Grindr's business & product
5:13 - Life inside an AI-run engineering team
12:04 - Using AI as a CEO
19:57 - The "gay discount" in Grindr's stock price
25:27 - Grindr's growing health business
31:01 - Grindr's global impact & safety risks abroad
36:10 - Demographics of Grindr's user base
39:34 - Marriage, kids, & Grindr's family policy push
43:24 - Why Grindr's best days are still ahead
47:47 - Cutting headcount & running a lean company
51:34 - Where to find George & Grindr

Rent Control, Socialism, and the Fight to Save New York City | Reihan Salam Aug 12, 2026

Show notes

Reihan Salam is the President of the Manhattan Institute. In this conversation, we break down what's driving New York City's affordability crisis — from decades of rent control and restrictive zoning to a failing public education system. We also discuss the burnout crisis in law enforcement, immigration and assimilation, the rise of the DSA and socialism among young Americans, and how AI, bitcoin, and capitalism can restore opportunity and rebuild the American dream.

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0:00 - Intro
1:30 - NYC affordability crisis & rent control
12:10 - Failing government services & public education
23:03 - Police, fire & law enforcement struggles
29:36 - Immigration, assimilation & the welfare state
38:30 - Rise of the DSA & socialism among young Americans
49:42 - AI, bitcoin & the future of capitalism
58:17 - Manhattan Institute's mission & building a better future

Bitcoin: Why This NBA Champion Buys Every Single Day | Tristan Thompson Aug 11, 2026

Show notes

Tristan Thompson is an NBA champion with the Cleveland Cavaliers who's become a hands-on tech investor and operator. In this conversation, we break down how AI and analytics are reshaping professional sports, how he evaluates AI startups without getting caught in the hype, and why he's bullish on bitcoin, SpaceX, and prediction markets. We also dig into financial literacy and building real wealth after your playing career ends.

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0:00 - Intro
0:51 - How AI & tech are transforming pro sports
5:37 - Transitioning from NBA champion to tech investor
8:49 - How Tristan evaluates AI investments
12:51 - Why Tristan is bullish on bitcoin
17:30 - Prediction markets & sports gambling
19:10 - Financial literacy & his legacy beyond basketball
21:48 - A company he's really excited about

Bitcoin Is About to Explode — The Fed Just Ran Out of Tools | Jordi Visser Aug 08, 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 the last two weeks may be the most important stretch in bitcoin's history, the US-Japan yen intervention, and a weakening labor market. We also discuss the AI stock rebound, physical AI and Tesla's Terafab, Google's talent exodus, and how to value SpaceX.

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0:00 - Intro
0:54 - Why the last two weeks may be the most important in Bitcoin's history
8:17 - What should the Fed do next?
13:39 - AI stocks bounce hard: was that the bottom?
21:40 - Physical AI: Hadrian, Tesla's Terafab & the compute race
25:57 - How to position your portfolio for the compute boom
33:26 - What frontier models get wrong (and why big companies move slow)
38:40 - Google's talent exodus: is the stock at risk?
41:23 - Does calendar seasonality still matter?
42:43 - Valuing SpaceX: the compute business vs. the space hype
44:42 - What's coming in Jordi's video this week

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