The Pomp Podcast

Latest Episodes:

#1216 Brett Adcock | Insane Billionaire Wants To Replace Humans With Robots Jun 26, 2023

Show notes

Brett Adcock is the founder & CEO at Figure, they are building an autonomous humanoid robot. He also previously built numerous other business, including Archer, which is a vertical take-off and landing electric vehicle trying to solve the traffic problem inside urban areas. To say that Brett has big ambition and ruthless execution would be an understatement.

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Pomp writes a daily letter to over 250,000+ 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/

#1215 Solo Episode | Will Commercial Real Estate Collapse?! Jun 22, 2023

Show notes

The $20.7 trillion commercial real estate market is in trouble. People from Janet Yellen to Elon Musk have both sounded the alarm. This is a solo episode which breaks down the impending collapse of commercial real estate using data and examples, provides potential solutions, and the impact it could bring on the banking system.

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Pomp writes a daily letter to over 235,000+ 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/

#1214 Darius Dale | Central Banks Are Secretly Controlling Stock Prices?! Jun 21, 2023

Show notes

Darius Dale is the founder & CEO of 42Macro, one of the best research shops in all of Wall Street. In this conversation, we discuss global liquidity, we talk about which of the central banks are pushing liquidity up, and which of the central banks are driving liquidity out of the system. The global liquidity is one of the most important inputs to understanding asset prices, and Darius does a great job of breaking that down.

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#1213 Polina Marinova Pompliano On The Hidden Genius Behind Millionaires and World Champions Jun 20, 2023

Show notes

Polina Marinova Pompliano is the founder of The Profile, the author of a brand new book Hidden Genius, and also my wife & best friend. In this conversation, we talk about her book Hidden Genius, and all of the lessons and insights that she packed into the book. There has been years and years of her reading thousands of profiles on the world's most successful people and companies, in order for her to distill it all down into the book.

Order Book: https://www.amazon.com/Hidden-Genius-secret-thinking-successful/dp/1804090034

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#1212 Eric Balchunas & James Seyffart On BlackRock Going ALL-IN On Bitcoin Jun 16, 2023

Show notes

Eric Balchunas & James Seyffart are two ETF experts at Bloomberg. In this conversation, we break down BlackRock's announcement that they are filing for a publicly traded bitcoin trust, that essentially will give investors all of the benefits and exposure to a spot bitcoin ETF. Eric & James explain what the difference between this fund vs Grayscale's fund, potential market implications, how the regulatory environment could change, and predictions on if it will get approved & how much capital will flow into this fund if approved.

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#1211 Bill Clerico On Investing MILLIONS To Solve Wildfire Crisis Jun 15, 2023

Show notes

Bill Clerico is an investor at Convective Capital. He is an early investor in 50+ companies, and he is the former CEO of WePay which was acquired by JPMorgan. In this conversation, we talk about Bill's investment thesis - his entire firm is focused on investing in technology, software, & hardware related to wildfires. Bill and his team are looking for startups that are trying to help mitigate, treat, & prevent all of those issues.

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#1210 Jess Jonas On Bitcoin Under Attack In UK Court Jun 14, 2023

Show notes

Jess Jonas is the chief legal officer at the Bitcoin Legal Defense Fund. She is also the point person organizing the defense of 13 bitcoin developers across two court cases in the United Kingdom. In this conversation, she breaks down what is going on in those court cases, why this is so important for bitcoin development & open source software, and then she describes how you can get involved to support their work. BLDF Website: https://bitcoindefense.org

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#1209 Dom Bei | Firefighters Are Buying Bitcoin! Jun 11, 2023

Show notes

Dom Bei is a Santa Monica firefighter, he is also the former president of the Firefighters Union, and a bitcoin author. In this conversation, we talk to him about the Santa Monica Firefighter Union being the first union in the country to not only buy bitcoin, but also hold it in self-custody. Dom describes how they did it, why they did it, what the risks were, and what the response has been.

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#1208 Darius Dale | Bitcoin Is Falling Because Of China & Japan? Jun 06, 2023

Show notes

Darius Dale is the founder & CEO of 42Macro, they are one of the best sources of information I have found across asset classes, markets, and Wall Street. In this conversation, we talk about the global liquidity cycle, specifically focusing in on China & Japan -- what is going on with that monetary policy, their contribution to global liquidity, and how certain assets are responding.

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#1207 Yuri Sagalov On How To Invest In Billion Dollar Startups Jun 05, 2023

Show notes

Yuri Sagalov is the founder of Wayfinder Venture Capital Firm. In this conversation, we talk about his background, working at YC as a partner, various investments like Flexport & Boom Supersonic, how he thinks about early stage market conditions, what he looks for in a potential partner, and what the benefits are of being a solo investor.

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