The Pomp Podcast

Latest Episodes:

Why Elon Wants to Put Data Centers in Space | Ramez Naam Jul 16, 2026

Show notes

Ramez Naam is an investor at Planetary VC and a longtime clean energy and AI expert. In this conversation, we break down the energy bottleneck constraining AI growth — from gas turbines and batteries to floating ocean data centers and Elon's orbital data center ambitions. We also cover why bitcoin miners are pivoting to AI infrastructure, general vs. narrow superintelligence, and the data bottleneck reshaping AI training.

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

Turn every conversation into a searchable business asset with PLAUD NotePro. Visit https://Plaud.ai/pomp and use code POMP for 15% off.

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

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/pomp

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

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://www.uphold.com/pomp/ 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.

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

0:00 - Intro
1:03 - Why power is the real bottleneck for AI & solutions
7:35 - Elon's orbital data center thesis
11:17 - Cooling & maintenance challenges in space
15:06 - Panthalassa: floating ocean data centers
19:16 - Base Power & Texas deregulated grid
21:30 - Giga Energy: from bitcoin mining to AI infrastructure
22:44 - American Consolidated Electric & supple chain bottlenecks
24:58 - General vs. narrow superintelligence
33:02 - Where untapped data lives & building a data moat
36:47 - Token costs, open source models & model routing
41:53 - What is the mission Ramez is going after?

Chief Economist: Inflation Has Peaked — Here's What Happens To Bitcoin Next | Stephanie Roth Jul 15, 2026

Show notes

Stephanie Roth is the Chief Economist at Wolfe Research. In this conversation, we break down whether inflation has peaked, why tariffs, AI chip shortages, and the Iran war are driving short-term prices, and why consumers feel poor despite a resilient economy. We also cover trust in government data, incoming Fed chair Kevin Warsh, the 2026 IPO wave, and the bitcoin and gold debasement trade.

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

Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you’ll ever make? Schedule a life-changing call at http://fountainlife.com/pomp Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at https:www.http://fountainlife.com/pomp

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

0:00 - Intro
1:03 - Has inflation peaked? Tariffs, AI & energy price drivers
5:14 - Why consumers feel poor despite a strong economy
7:43 - Can you trust government economic data?
13:54 - Housing affordability & why NYC rent hit an all-time high
17:43 - Return to office, commutes & worker productivity
21:37 - Kevin Warsh takes over the Fed — what's changed?
30:57 - Could the Fed cut rates to influence the 2026 election?
35:42 - The mega IPO wave & the AI bubble question
41:32 - What happened to the bitcoin & gold debasement trade?
43:00 - What keeps a chief economist up at night?

Jake Paul's Business Partner on Bitcoin, AI & the Next Trillion-Dollar Trade | Geoff Woo Jul 13, 2026

Show notes

Geoff Woo is the co-founder and managing partner of Anti Fund and a co-founder of Ketone-IQ and Archive. In this conversation, we break down choke points and information asymmetry — how smart money hunts for bottlenecks in AI, semiconductors, tungsten, and power. We also cover defense tech, humanoid robots, biohacking, Trump's aura in the Oval Office, and where bitcoin fits into Geoff's portfolio after 13 years of holding.

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

Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~9% APY on real world assets, paid hourly. 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 figure.com/disclosures/

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

This episode is brought to you by mogul ( https://www.mogul.club/pomp ). Deloitte estimates that $4 trillion of real estate will move onto the blockchain over the next decade. Through tokenized residential real estate, mogul gives investors access to professionally managed properties with targeted yields, monthly rent payouts, and potential tax benefits — all without the headaches of being a landlord. Learn more and claim a special offer at https://www.mogul.club/pomp See important disclosures at disclaimer.mogul.club.

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

Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.

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

0:00 - Intro
1:00 - Why VCs are hunting for choke points in every industry
4:45 - Can OpenAI & Anthropic crush every AI startup?
13:40 - How Geoff uses AI daily & the tungsten choke point
17:43 - Investing across public & private markets
25:48 - The memory trade, CapEx & the power/fusion bet
33:07 - How top investors like Peter Thiel play every trend at once
35:03 - Inside Anti Fund's defense thesis
39:50 - AI, robots & the ethics of force
45:15 - The Waymo & teenagers story
52:18 - Facial recognition & the end of privacy
54:44 - Neuralink vs ultrasound brain-computer interfaces
57:05 - Biohacking, sleep & the future of longevity
1:06:33 - Gambling, hustle culture & internet fame
1:22:20 - Geoff's honest take on bitcoin
1:26:19 - Where to find Anti Fund

Has Bitcoin Hit The Bottom? | Jordi Visser Jul 11, 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 discuss why he thinks the AI mid-cycle slowdown is over, why he's turning bullish on bitcoin, tokenization and stablecoins. We also cover the Fed's July rate decision and where he's finding value in gold, silver, and regional banks.

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

Turn every conversation into a searchable business asset with PLAUD NotePro. Visit https://Plaud.ai/pomp and use code POMP for 15% off.

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

This episode is brought to you by mogul ( https://www.mogul.club/pomp ). Deloitte estimates that $4 trillion of real estate will move onto the blockchain over the next decade. Through tokenized residential real estate, mogul gives investors access to professionally managed properties with targeted yields, monthly rent payouts, and potential tax benefits — all without the headaches of being a landlord. Learn more and claim a special offer at https://www.mogul.club/pomp . See important disclosures at disclaimer.mogul.club.

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

0:00 - Intro
0:42 - Grok vs. Meta's AI price war why cheaper AI won't cut spend
10:03 - Apple's Siri stumble & price hikes
14:50 - Using Grok in a Tesla
17:28 - Short sellers, Samsung's earnings & the mid-cycle slowdown
23:34 - Why Jordi is turning bullish on bitcoin
29:55 - Tokenization, stablecoins & the AI-crypto nexus
33:33 - Michael Saylor's Bitcoin sale — does it matter?
38:02 - Where else Jordi is deploying capital
42:04 - Does the Iran war actually matter for markets?
45:00 - The new robotic hand demo that changed everything
50:18 - Jordi’s upcoming video

INSANE Examples of Tech Invading Our Lives | Kevin Clancy Jul 09, 2026

Show notes

Kevin Clancy, better known as KFC, is one of the original voices of Barstool Sports and former host of KFC Radio. In this conversation, we break down how technology and AI are quietly reshaping everyday life — from self-driving cars, surveillance camera, Neuralink, humanoid robots, and AI catching medical mistakes doctors missed. We also get into the affordability crisis facing younger generations, the wild early days of Barstool, and why scarce assets like bitcoin and gold still matter in a world of abundance.

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

This episode is brought to you by TikTok for Business. If you run a company, your next wave of customers may already be on TikTok. With more than 200 million monthly active users in the U.S. and 51% unique reach, TikTok gives brands access to audiences they can't reach anywhere else. Learn how to turn that reach into growth at TikTok for Business ( https://anthonypompliano.splashthat.com/ )

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

Bitget is the world's largest Universal Exchange (UEX), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets. Bitget’s Stocks 2.0 brings 500 major equities and ETFs (like Tesla and NVIDIA) directly to your portfolio. Enjoy 1:1 mapping, deep liquidity, and USDT dividend payouts with ultra-low 0.04% fees. Upgrade your portfolio on Bitget.com today!

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

0:00 - Intro
0:59 - Waymo "arrests" teens: the self-driving surveillance case
5:03 - Flock cameras, Ring cameras & the rise of constant surveillance
12:07 - Youth sports & the money behind it
19:10 - Body cams, cop shootings & the truth technology reveals
23:49 - The affordability crisis: housing, salaries & the American dream
33:56 - Kevin's path from Deloitte to Barstool
36:50 - Algorithms, authenticity & the death of discovery in podcasting
45:00 - AI catching what doctors missed & the rise of humanoid robots
53:08 - Neuralink, brain implants & joining the hive mind
1:00:46 - Psychedelics, ignorance as bliss & wanting to unplug
1:04:21 - The 2022 crash & envying the simple life
1:08:16 - Barstool's origin story
1:14:42 - Private equity, scarcity & the bitcoin "crazy uncle portfolio"

How To Invest In OpenAI and Anthropic Before They Go Public | Ankur Nagpal Jul 07, 2026

Show notes

Ankur Nagpal is the GP of USVC, a publicly accessible venture capital fund. In this conversation, we break down how retail investors can now access private markets like OpenAI, Anthropic, and SpaceX for as little as $500, and the controversy around USVC's Anduril investment, portfolio strategy, QSBS, tax alpha, and what it means to build wealth in America.

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

Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at (https://partner.blofin.com/d/Pomp).

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

BitcoinIRA: Save up to 37% in capital gains taxes on your retirement investments. 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 lp.bitcoinira.com/after-crypto to win up to $4,000 in rewards.

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

0:00 - Intro
1:07 - The case for & against private market investing
9:27 - Inside USVC's fund structure (open to anyone with $500)
12:59 - What's in the USVC portfolio right now
14:44 - The Anduril SPV controversy explained
19:38 - Buying out LP stakes in venture funds
23:42 - Private markets vs S&P
25:34 - Lessons from AngelList's data on portfolio construction
30:44 - Why AI is no longer just a category & due diligence
34:16 - Biggest risks & tax alpha with USVC
39:22 - Sticking to the plan amid market change
40:43 - Working with Naval and what America means to Ankur

Everyone Gave Up On Bitcoin At Exactly The Wrong Time | Jordi Visser Jul 04, 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 mid-cycle slowdown, the Fed under Warsh and what rate cuts could mean for markets, the $90 trillion AI infrastructure buildout, memory and Micron's role in the AI bottleneck, and why Jordi believes bitcoin is positioned to be the best performing assets once the negatives of AI start to show up.

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

This episode is brought to you by mogul ( https://www.mogul.club/pomp ). Deloitte estimates that $4 trillion of real estate will move onto the blockchain over the next decade. Through tokenized residential real estate, mogul gives investors access to professionally managed properties with targeted yields, monthly rent payouts, and potential tax benefits — all without the headaches of being a landlord. Learn more and claim a special offer at https://www.mogul.club/pomp . See important disclosures at disclaimer.mogul.club.

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

0:00 - Intro
1:20 - Has bitcoin bottomed?
6:03 - Bitcoin vs the Mag 7: is the correlation breaking?
9:00 - Sam Altman, OpenAI & the government getting involved
11:11 - American open source vs Chinese AI models
14:28 - AI compute demand & the infrastructure buildout
20:37 - AI slowdown: how bad, how long?
22:44 - Where do markets go from here?
27:30 - AI agents in the workplace & security risk
34:50 - Memory, Micron & the AI bottleneck
39:53 - The next 10-20 years: robots, AI & society
44:18 - The Fed, rate cuts & inflation's impact on AI
49:55 - Why bitcoin wins in the end

Dave Portnoy GOES OFF On Bitcoin, AI, Socialism & Being Fired From Barstool Jun 30, 2026

Show notes

Dave Portnoy is the founder of Barstool Sports and author of Cancel Me If You Can. In this conversation, we break down how ESPN tried to force him out of his own company and how he engineered the legendary $1 buyback, his days as "Davey Day Trader" during Covid and the GameStop saga, his history with Bitcoin and crypto, and why he's considering running for mayor of New York City.

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

Turn every conversation into a searchable business asset with PLAUD NotePro. Visit https://Plaud.ai/pomp and use code POMP for 15% off.

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

0:00 - Intro
0:52 - How ESPN tried to fire Dave from his own company & the $1 buyback
12:47 - How Pomp and Dave first met & the Barstool Finance deal
14:55 - Davey Day Trader, Covid, & going to war with Wall Street
18:33 - GameStop & Steve Cohen
23:30 - Barstool's content model & talent machine
29:45 - The Business Insider hit piece
34:05 - Running for mayor of New York City
37:36 - How many houses does Dave have?
39:26 - AI and the future of content
41:51 - His ex-wife & the bank account story
44:12 - Bitcoin — bad trades, losses, & where he stands now
47:32 - Crazy Barstool moments
54:35 - The new book "Cancel Me If You Can"

OG Crypto Investor SOLD HIS BITCOIN For AI | Avi Felman Jun 29, 2026

Show notes

Avi Feldman is a former hedge fund manager and host of the 1000x Podcast. In this conversation, we discuss why he sold all of his bitcoin and crypto after nearly a decade in the industry, how he's thinking about the AI trade and what comes after the memory stock boom, why he believes the financialization of everyday life is accelerating, his current positions in biotech, defense, rare earth minerals, and the psychology of trading in volatile markets.

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

0:00 - Intro
1:03 - Why he sold all his bitcoin & crypto
6:52 - The Hyperliquid thesis & the broken social contract
20:01 - What would make him buy bitcoin again?
21:58 - Strategy + STRC & how to gain an edge in the markets
33:40 - What comes after the memory stock boom?
37:58 - Biotech, defense, & rare earth minerals
39:29 - Robostrategy, private markets & NAV premiums
44:08 - Why index fund returns may be lower going forward
55:40 - Contrarian investing & spotting a bubble
1:07:44 - Meme stocks, retail & future outlook
1:13:25 - The 1000x Podcast

Why Are Bitcoin & AI Stocks CRASHING?! | Jordi Visser Jun 27, 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 and why it's far from over, the memory shortage driving Micron, which AI models are winning and losing, how agentic loops are replacing white collar jobs, why bitcoin and the debasement trade are selling off — and what comes next.

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

Bitget (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew) is the world's largest Universal Exchange (UEX) (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold. At launch, users can trade 79 instruments with USDT directly with the App. Users can also enjoy high liquidity and low slippage, while trading these assets with up to 500x leverage. For more information on Bitget TradFi, visit this article (https://bitget.com/support/articles/12560603846859). For more information, visit: Website (https://bitget.com/) | Twitter (https://x.com/bitget) | Telegram (https://t.me/BitgetENOfficial) | LinkedIn (https://linkedin.com/company/bitget-global/) | Discord (https://discord.com/invite/bitget)
For media inquiries, please contact: media@bitget.com

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

0:00 - Intro
1:13 - Is the AI trade over?
4:11 - Micron, memory shortage, & the AI supply chain
9:54 - Intel, TSMC & the AI arms race
13:11 - Claude vs. ChatGPT vs. Gemini
24:26 - Agentic loops & job displacement
29:50 - What is the impact of regulation?
34:55 - Stripe, solopreneurs & AI commerce
38:12 - Bitcoin, gold & the debasement selloff
43:11 - Tokenization & bitcoin's third wave
45:04 - Jordi’s upcoming video

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected