The Pomp Podcast

Latest Episodes:

What the Cold Card Hack Really Means for Bitcoin | Tillman Holloway & Andrew Parish Aug 05, 2026

Show notes

Tillman Holloway is the Co-Founder & CEO of Arch Public, and Andrew Parish is the Co-Founder & COO. In this conversation, we break down the Cold Card hack and what it means for bitcoin self-custody, why bitcoin barely moved despite $100 million in losses, the Leopold hedge fund blowup, and the race between closed and open source AI. We also discuss why Apple could win the AI trade, agentic trading, and give away a Rolex watch.

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0:00 - Intro
1:00 - Cold Card hack & the future of bitcoin self-custody
17:22 - How to enter the Rolex giveaway
19:56 - The rise of agentic trading
23:33 - The Leopold hedge fund blowup
32:01 - Chinese vs American open source AI models
40:11 - Andrew's hot take: Apple wins the AI race
44:12 - The biggest risk in AI and agentic trading
47:18 - Final thoughts & how to enter the Rolex giveaway

The Bitcoin Truth Wall Street Doesn't Want You to Hear | Nancy Beaton Aug 03, 2026

Show notes

Nancy Beaton is the President of Retail at Uphold. In this conversation, we play devil's advocate on the biggest crypto critiques — from crypto losing its "outside the system" ethos to custodial risk and the Clarity Act. We also discuss tokenized securities, what her users are actually demanding, and where bitcoin and blockchain adoption are headed over the next decade.

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0:00 - Intro
0:54 - Is crypto still outside the legacy financial system?
5:52 - Tokenizing everything & frictionless trading
7:38 - Custodial vs. non-custodial
11:06 - The Clarity Act & regulatory clarity
12:51 - What keeps Nancy up at night?
14:38 - Killer use cases for the next five years
16:28 - Crypto-native products vs. tokenizing traditional finance
18:43 - Are crypto investors actually high risk?
22:09 - Big predictions for the next ten years
25:01 - What's overhyped in crypto right now?
26:25 - Where to find Nancy & Uphold

Bitcoin Is The Best Hedge Fund That's Ever Existed | Jordi Visser Aug 01, 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 Leopold Aschenbrenner hedge fund unwind, the market crashes in South Korea and Japan, Kevin Warsh and the Fed's next move, and the case for compute scarcity as AI demand outpaces supply. We also discuss tokenization and why bitcoin remains the ultimate hedge and store of value in a world being reshaped by AI.

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Unlock your crypto’s potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at http://figure.com/disclosures/

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0:00 - Intro
0:48 - Leopold's fund unwind & lessons from past blowups
9:21 - Hedge fund leverage & how AI is reshaping market structure
11:45 - Korea & Japan's market collapse
13:56 - AI will destroy all public companies?
15:20 - The bull case for hyperscalers & compute scarcity
27:44 - Why bitcoin is the best hedge fund ever
29:12 - Kevin Warsh & the Fed
33:48 - Does this help Wall Street or Main Street?
36:47- Advice for a 25-year-old starting their career today
41:18 - Bitcoin & the rest of crypto industry
48:52 - Migration, digital money & the breakdown of borders
57:56 - What Jordi is covering in his next video

The Fed's Latest Move Just Changed Everything | Darius Dale Jul 30, 2026

Show notes

Darius Dale is the founder and CEO of 42 Macro. In this conversation, we break down what the Fed should do next, how money printing quietly erodes your purchasing power, Kevin Warsh's plan to reshape the Fed, what history says happens to economies as K-shaped as ours, and what gives Darius hope for the future.

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0:00 - Intro
0:56 - What the Fed should do vs. what they will do
7:19 - Dollar debasement: pricing assets in "units of dollars"
11:29 - Kevin Warsh, ending forward guidance, & AI-driven disinflation
18:29 - Red states vs. blue states: fixing the K-shaped economy
26:53 - Explicit vs. implicit socialism & the Wealth Pump theory
32:01 - What gives Darius hope for the future

Why Bitcoin Wins No Matter What Congress Does | Anthony & Polina Pompliano Jul 28, 2026

Show notes

Anthony and Polina Pompliano discuss why socialism — both explicit and implicit — is the biggest threat to investor portfolios, and why the economy feels painful despite the stock market hitting all-time highs. We also discuss bitcoin, the Clarity Act, and Google's AI spending bet.

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0:00 - Intro
0:52 - Interest rates, the Fed & the economy
6:28 - Why socialism is the #1 threat to investors
15:26 - Bitcoin price update & the Clarity Act
23:56 - AI's business model & Google's big bet
34:12 - Market sentiment, the cost-of-living crisis & gambling addiction
41:37 - Closing message: be nice

Wall Street's Top AI Bull Reveals the Real Bottleneck (It's Not Chips) | Dan Ives Jul 27, 2026

Show notes

Dan Ives is the Partner and Senior Managing Director at Yorkville Ives, a new merchant bank he's building. In this conversation, we break down the AI trade—Chinese open-source models, Anthropic's slowing revenue growth, the biggest bottlenecks in chips, memory, and energy, and the political battles over data centers.

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0:00 - Intro
0:51 - Chinese vs American open-source models, & the Anthropic IP lawsuit
4:36 - Falling model costs and the pricing war
5:55 - Cultural bias baked into Chinese AI models?
7:44 - Will AI models eat the whole stack?
11:20 - Specialized AI workflows & model routing
14:00 - Mag 7 free cash flow vs. exploding semiconductor revenue
17:37 - The real AI bottlenecks: memory chips, data centers & energy
30:13 - Anthropic's revenue growth is slowing — should investors worry?
31:17 - Why Dan is leaving Wall Street to build Yorkville Ives
34:32 - Dan's AI market predictions & closing thoughts

Bitcoin's Turn Is Next — The Easy Money AI Trade Is Over? | Jordi Visser Jul 25, 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 AI trade — Chinese open-source models catching up, Google's massive CapEx bet, and the memory shortage bottlenecking it all. We also cover Travis Kalanick's stealth robotics empire, what AGI in three years means for jobs and the Fed, and where Bitcoin, Ethereum, and the Clarity Act go next.

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0:00 - Intro
0:48 - Chinese open-source AI models & the risk to portfolios
12:10 - Google's massive CapEx bet & the odds it pays off
16:53 - Anthropic's growth slowdown & the shift to token efficiency
19:39 - The memory & compute shortage
29:00 - Travis Kalanick's stealth robotics & ghost-kitchen empire
40:06 - The Fed & rate policy
43:23 - Bitcoin's setup & why the "easy" AI trade is over
50:36 - Jordi's prompting method for AI research & upcoming video

Bitcoin Debate: Pomp DESTROYS Peter Schiff Jul 23, 2026

Show notes

Peter Schiff is the host of The Peter Schiff Show podcast and a longtime economist and gold advocate. In this conversation, we break down real inflation versus the official CPI, the Fed's political motivations, and whether AI and tariffs are inflationary or deflationary. We also cover the Iran war's impact on oil, Social Security's looming collapse, and a five-year bet on bitcoin versus gold.

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0:00 - Intro
0:50 - How high is inflation really right now?
14:36 - AI, robotics, tariffs & deportations: deflationary or not?
25:24 - Will the Iran war make inflation worse?
33:40 - Could inflation hit double digits? (Trump vs. Biden blame)
40:29 - Social Security's looming collapse
50:14 - Does Peter Schiff own bitcoin?
52:43 - Bitcoin vs. gold: the real performance numbers
1:00:45 - The bitcoin vs. gold bet
1:05:40 - The "Crazy Uncle Portfolio"
1:10:02 - What's actually in Peter Schiff's portfolio?
1:18:54 - Outro

Why No Company Will Win the AI War: The "Rebel Alliance" Thesis | Nick Grossman Jul 20, 2026

Show notes

Nick Grossman is a General Partner at Union Square Ventures. In this conversation, we break down his "Rebel Alliance" thesis for AI — why he believes the industry is too big for one or two companies to dominate. We also discuss USV's internal multi-agent platform, model routing economics, AI's growing role in venture capital and financial markets, data privacy risks, and what happens to jobs and society as agents get smarter.

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0:00 - Intro
0:42 - The "Rebel Alliance" thesis: why one company won't dominate AI
7:15 - General-purpose vs. specialized models in USV's portfolio
8:40 - Compute costs & the rise of model routing
11:14 - Inside USV's internal multi-agent system
16:25 - AI's role in venture capital & autonomous investing
22:50 - How AI reshapes market signals & information edges
27:06 - Apps building models & the fight over your data
35:31 - Five-year outlook for the AI stack
37:57 - US vs. China: the "philosophy" of AI models
40:30 - Personalized AI & where the Rebel Alliance thesis plays
43:53 - The dark side: jobs, data centers & society
47:44 - AI as a personal superpower & neural implants

Bitcoin's Next Move Depends On One Fed Decision | Jordi Visser Jul 18, 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 AI stock slowdown, why China's new Kimi K3 model is upending the AI trade, and the hidden cultural bias baked into these systems. We also discuss the cooler inflation report, Fed Chair Kevin Warsh's early moves, bitcoin's reaction, and why robotics could be the next big AI trade.

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0:00 - Intro
0:50 - AI stock unwind & the summer slowdown
5:45 - Framework for picking AI winners
7:1 3 - China's Kimi K3 & open source vs. closed models
11:09 - Model routers & how many models is too many?
17:46 - The hidden "cultural weights" in AI models
22:37 - Inflation report & Fed reaction
32:28 - Bitcoin's reaction & crypto allocation
39:26 - Nasdaq outlook & where he's avoiding
45:09 - Software stocks & what is the next trade?

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