The Pomp Podcast

Latest Episodes:

Will The K-Shaped Economy Destroy America? | Darius Dale Jun 25, 2026

Show notes

Darius Dale is the founder and CEO of 42 Macro, a leading investment research firm. In this conversation, we break down what Kevin Warsh's Fed chairmanship means for monetary policy, the K-shaped economy creating historic affordability pain for millions of Americans, and why every investor must participate in asset markets to survive financial repression.

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0:00 - Intro
0:56 - Kevin Warsh & the new Fed
10:27 - Energy prices & the consumer
12:58 - The affordability crisis
17:30 - Real cost of living (cars, diapers, groceries)
25:31 - Economic data & future outlook
31:35 - Mag 7 & the AI CapEx bubble
34:55 - Political instability & societal collapse

I Just Revealed My Current Portfolio… | Anthony & John Pompliano Jun 23, 2026

Show notes

Anthony and John Pompliano cover the Mag 7 selloff, AI CapEx fears, and why inflation is more under control than the headlines suggest. We also break down Anthony's current portfolio, what Kevin Warsh is really doing at the Fed, and why bitcoin's volatility is a feature heading into its next decade.

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0:00 - Intro
0:56 - MAG7 selloff & AI CapEx spending
16:28 - Large caps vs. asymmetric bets
19:10 - SpaceX & other exposure to the AI trade
29:34 - Kevin Warsh & the Fed
37:13 - Bitcoin outlook for the next decade

Will The Bitcoin Bear Market Ever End? | Anthony Pompliano Jun 22, 2026

Show notes

Anthony Pompliano breaks down the bitcoin bear market — what's driving it, how long it could last, and why the data suggests we may be closer to the end than most people think. He pulls in takes from Michael Saylor, Jordi Visser, and Grant Cardone on capital rotation into AI, bitcoin sentiment, miner signals, and what history says about where we go from here.

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0:00 - Intro
0:23 - Micheal Saylor on why capital is chasing AI
2:47 - Jordi Visser on bitcoin's bear market & momentum
5:14 - How long do bitcoin bear markets last historically?
6:21 - Miner data & what it says about the cycle bottom
8:27 - Grant Cardone on buying bitcoin right now
10:16 - When does the bitcoin bear market end?
12:17 - Peter Schiff admits bitcoin isn't going to zero
13:04 - Final outlook & what investors should do now

The Biggest Pivot In AI History Is Happening Right Now | Jordi Visser Jun 20, 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 the AI pivot happening with hyperscalers, the rise of open source models, what the Mythos/Fable 5 situation means for governments and investors, Kevin Warsh's first Fed press conference, where inflation is actually headed, and why bitcoin is still in a bear market and what needs to change.

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0:00 - Intro
0:57 - AI pivot & hyperscaler weakness
5:47 - Open source models & US vs China AI race
7:19 - Token demand, Jevons Paradox & AI adoption trends
14:22 - When does the CapEx spending become a problem?
17:59 - Open source vs closed AI models — who wins long term?
19:25 - Agency & what it means for individuals
24:34 - Is AI & energy the only thing holding the market up?
28:32 - Kevin Warsh's first Fed press conference
31:36 - Inflation outlook & next CPI print
37:44 - Why so many Americans feel trapped & real cost of living
44:51 - Bitcoin bear market & what needs to change

Should You Invest In SpaceX IPO, Elon Musk, Bitcoin or AI? | Jordi Visser Jun 13, 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 SpaceX IPO, orbital data centers, and the critical minerals powering the AI buildout. We also discuss the AI model wars, why Jordi thinks Sam Altman won't be running OpenAI within a year, and how the New York Knicks playoff run connects to the future of crypto and blockchain in a world of AI and deep fakes.

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0:00 - Intro
1:00 - SpaceX IPO, Elon & orbital data centers
12:15 - Critical minerals & the AI supply chain
18:55 - American industrial sovereignty & critical chemicals
22:36 - AI model cost crisis & who wins the model war
37:10 - Knicks NBA Finals & the case for crypto in an AI world
47:48 - Jeff Bezos launches Prometheus
50:34 - AI use case of the week

The Biggest Bitcoin Myths — And Why They're Dead Wrong | Chris Kline Jun 09, 2026

Show notes

Get Your Free After Crypto Guide Here: https://lp.bitcoinira.com/after-crypto

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Chris Kline is the co-founder and COO of Bitcoin IRA. In this conversation, we break down the biggest myths about bitcoin — including whether it's too late to buy, whether it's too volatile for retirement savings, and whether the government will ever ban it. We also discuss the strategic bitcoin reserve, quantum computing fears, and the convergence of AI and crypto.

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0:00 - Intro
0:31 - Myth #1: It's too late to buy bitcoin
2:13 - Myth #2: Bitcoin is too volatile for retirement savings
6:09 - Myth #3: The government will ban bitcoin
10:50 - Myth #4: Quantum computing is a threat to bitcoin
14:12 - Giveaway: 1914 Federal Reserve notes + Bitcoin IRA offer

Will Bitcoin Keep Crashing?! | Anthony Pompliano Jun 08, 2026

Show notes

Anthony Pompliano breaks down why bitcoin is down 50% from its highs and whether the bear market bottom is in. In this episode, he covers Jordi Visser's capital rotation thesis, institutional buying from Middle East sovereign funds, bitcoin hitting the 200-week moving average for the first time since 2023, and why the data suggests now may be one of the best buying opportunities in bitcoin's history.

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0:00 - Intro
0:23 - Jordi Visser: Capital rotation away from bitcoin?
7:03 - Is crypto winter here?
9:25 - Bitcoin hits the 200-week moving average for the first time since 2023
10:35 - RSI at historic lows & short-term holder capitulation
11:30 - More underwater holders than profitable ones — what it means
12:08 - Final take: dollar cost averaging in big drawdowns

Why Is Bitcoin CRASHING?! | Jordi Visser Jun 06, 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 bitcoin is down 50% and whether the bear market is over, why he's still buying through the dip, how AI agents will drive bitcoin adoption, and why the rotation from AI hardware to human software is the biggest investment opportunity right now.

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0:00 - Intro
0:45 - Why bitcoin is down 50% & is the bear market over?
6:48 - What would convince Jordi to sell his bitcoin?
9:07 - Bitcoin as the S&P 500 of crypto
14:02 - Why bitcoin is safer than any company past 2030
17:45 - Bitcoin volatility vs. the stock market
22:22 - The five-layer AI stack & where revenues are missing
26:22 - Token budgets & the shift to specialized AI
35:10 - Are LLMs now commoditized?
40:30 - Peptides as the API key for the human body
49:24 - Healthcare, entitlements & the future outlook

Why Is Bitcoin Digital Credit So Important? | Matt Cole Jun 04, 2026

Show notes

Matt Cole is the CEO of Strive Asset Management. In this conversation, we break down digital credit — what it is, how it works, and why it could be the most important asset in the transition from fiat to a bitcoin future. We discuss the mechanics of Strive's SATA product, dividend structures, Michael Saylor's decision to sell bitcoin, and why a thriving ecosystem of digital credit issuers is better for bitcoin long-term.

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0:00 - Intro
0:41 - What is digital credit & what problem does it solve?
5:17 - How the carry trade works
8:48 - Daily dividends & dividend structure
10:52 - Downside risk & balance sheet protection
16:18 - The strongest critique of digital credit
19:32 - Michael Saylor selling bitcoin
27:03 - Bitcoin price action vs. bullish headlines
31:32 - Where is digital credit taking capital from?
36:44 - Banks, Jamie Dimon & systemic risk
38:52 - Strive vs. Strategy
42:38 - Too much bitcoin held by public companies?
48:33 - Strive's mission & the road ahead

Did Michael Saylor Give Up on Bitcoin? | Anthony Pompliano Jun 03, 2026

Show notes

Anthony Pompliano breaks down why Michael Saylor and Strategy selling 32 bitcoin is not a sign of lost faith — it's a calculated signal to credit rating agencies and the traditional finance world. In this episode, we cover why Strategy sold a fraction of its bitcoin holdings, how the sale was designed to prove bitcoin's liquidity to skeptical rating agencies, why Pomp's own company ProCap Financial did the same, and why this is actually a bullish milestone for bitcoin's march toward mass adoption.

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0:00 - Why did Strategy sell 32 bitcoin?
1:38 - Jeff Walton on bitcoin's zero credit value in banking
3:07 - What the sale is actually signaling to rating agencies
4:21 - Michael Saylor explains it himself
8:24 - Pomp's take: why this is bullish, not bearish
9:23 - Why ProCap also sold bitcoin last week
10:19 - Bitcoin approaching a tipping point & what comes next

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