The Pomp Podcast

Latest Episodes:

The Biggest Money-Making Opportunity Since Bitcoin? | Andrew Kang Jun 02, 2026

Show notes

Andrew Kang is a veteran crypto investor and the CEO of RoboStrategy, a publicly traded closed-end fund focused on the robotics industry (Nasdaq: BOT). In this conversation, we break down why Andrew shifted his capital from crypto to humanoid robots, why he believes the market rivals human labor itself. We also discuss the US vs. China robotics race, job displacement, and and how RoboStrategy is giving everyday investors access to venture-scale returns.

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

RoboStrategy Advisors is an investment adviser focused on robotics, physical AI, and emerging technologies.
This discussion is provided for information and educational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security.
Any opinions expressed are those of the speaker as of the recording date and are subject to change. Forward-looking statements and opinions are based on current expectations and assumptions and are subject to change without notice. Any references to prior investment experience, portfolio companies, or investment outcomes relate to activities conducted outside of RoboStrategy and are provided solely for background and informational purposes. Any referenced gains, returns, or investment outcomes may be unrealized and are not indicative of future results. Investing involves risk, including possible loss of principal. References to companies, technologies, or investments are illustrative only and should not be interpreted as investment recommendations.

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

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.

How To Grow Your Money In AI Revolution | Jordi Visser May 30, 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 the stock market keeps hitting all-time highs despite bad news, why AI and biotech are more underappreciated than most people realize, how Eli Lilly's AI partnerships could transform longevity and chronic disease, and where Jordi thinks you need to position your portfolio to actually compound in an exponential world.

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

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/

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

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
0:35 - Why markets keep hitting all-time highs despite bad news
10:30 - Consumer confidence, savings rate & what it means
16:02 - Running the economy hot — who wins and who loses
19:30 - AI + biotech: why Eli Lilly is the sleeper story
31:27 - How AI will improve education, finance & health
38:48 - Why your wealth manager may be failing you in the exponential era

The SpaceX IPO Will Be the Biggest Wealth Creation Event in History | Morgan Brennan May 29, 2026

Show notes

Morgan Brennan is a CNBC anchor and host of Overtime, covering markets, defense, space, and industrial technology. In this conversation, we break down the SpaceX IPO, the rise of defense tech and America's re-industrialization movement, how the White House is allocating capital like a private equity firm, and why spectrum has become the hottest commodity in the AI arms race.

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

0:00 - Intro
0:51 - SpaceX IPO breakdown & what investors need to know
7:31 - Government & private enterprise: navigating regulation
10:03 - SpaceX wealth creation & the constellation of startups it spawned
14:04 - Peter Thiel's outsized impact on national defense
16:48 - Re-industrialization & tariffs
22:09 - How America's re-industrial movement is taking root
27:01 - White House asset management & allocating capital
35:18 - JPMorgan, private capital & the pro-America shift
38:41 - Iran, markets & the economic outlook
44:08 - Defense tech: who can build it AND sell it
51:38 - Spectrum: the hottest commodity in the AI arms race
53:34 - Starlink, launch costs & the satellite boom
56:19 - Can public markets absorb the IPO wave?

Bitcoin Is The Only Asset That Survives What’s Coming | Jan van Eck May 27, 2026

Show notes

Jan van Eck is the CEO of VanEck, a $200 billion asset manager and one of the leading ETF companies in the world. In this conversation, we discuss why bitcoin is still early in its institutional adoption cycle, the looming U.S. government spending crisis and what it means for your portfolio, VanEck's long-term bet on India, and how AI is beginning to reshape investment decisions.

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

0:00 - Intro
1:14 - Private credit market & where the opportunity is
4:26 - ETF industry growth & what most people miss
6:09 - VanEck's history & gold as a core asset class
9:42 - AI, commodities & the infrastructure buildout
12:34 - Bitcoin vs. gold — why BTC hasn't kept up
22:22 - VanEck's big bet on India
28:49 - Navigating today's macro environment
34:06 - U.S. government debt & the Social Security crisis
38:12 - Balancing economic data & sentiment
44:31 - Corporate AI adoption & the token cost problem
49:28 - When will AI make investment decisions?
56:33 - Jan's father's legacy & what guides VanEck today

The End of America in 2029 | Porter Stansberry May 26, 2026

Show notes

Porter Stansberry is the founder of Stansberry Research and the author of “2029: The End of America.” In this conversation, we discuss why Porter believes America is heading toward a great financial reset by 2029, the Social Security collapse, currency debasement, Warren Buffett's struggles over the last 20 years, and how to build a portfolio to survive what's coming — including gold, bitcoin, timberland, and his Honeycomb Portfolio strategy.

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

0:00 - Intro
1:00 - What is the Fourth Turning?
3:21 - Why 2029 is the year of the great reset
9:57 - How past monetary resets happened (1933 & 1971)
12:58 - Both parties grow government — there's no off ramp
21:52 - Currency debasement & the real wage collapse
35:50 - Is there any way to stop the crisis?
42:53 - Warren Buffett's 20 years of mistakes
51:43 - The permanent portfolio explained
1:01:28 - How to price gold vs. bitcoin
1:06:39 - Bitcoin's biggest mispricing in a decade
1:10:16 - Why Timber belongs in your portfolio
1:13:42 - Honeycomb portfolio strategy & closing

Bitcoin Will Breakout By Summer If This Happens | Jordi Visser May 23, 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 surge in rate hike expectations, how the Iran conflict is fueling inflation, the AI trade rotation out of memory names, and why bitcoin stands to benefit from the macro chaos ahead.

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

0:00 - Intro
0:42 - Why rate hike odds suddenly surged & potential impact
6:23 - Inflation expectations & energy prices
9:34 - How this is different from 2022
15:38 - Where Jordi is rotating in the AI trade
20:45 - The commodity bull market & silver
24:51 - Why bitcoin could break out before summer & short-term outlook
31:01 - What will get Jordi to change his mind?
36:00 - The K-shaped economy & economic data
40:22 - S&P profit margins & bubble warning signal?
44:51 - The debt crisis & what it means for bitcoin
50:41 - Jordi’s upcoming video

Is AI Taking Money & Attention Away From Bitcoin? | Dan Ives May 20, 2026

Show notes

Dan Ives is a Managing Director and Senior Equity Research Analyst at Wedbush Securities and one of Wall Street's most prominent tech analysts. In this conversation, we break down the SpaceX IPO, the AI trade across chips, software, and infrastructure, the US vs. China tech race, and what bitcoin's performance means as capital rotates into tech.

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

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

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

0:00 - Intro
1:00 - SpaceX IPO & the birth of a new sector
3:23 - SpaceX + Tesla merger thesis
5:51 - The AI backlash & Big Tech's PR problem
11:53 - US vs. China: who's actually winning in AI?
15:03 - Robotics, self-driving cars & physical AI
19:55 - How to invest in AI: chips, software & infrastructure
28:34 - New Fed chair, rates & macro risks
32:45 - Bitcoin vs. AI: capital rotation
37:55 - On-the-ground intel from Asia & Taiwan
40:06 - Any concerns with AI?
44:18 - Apple's AI strategy & Tim Cook stepping down
46:52 - The Ives AI ETF & portfolio construction

Volatility Is Coming! Here Is How To Profit From It | Andrew Parish & Tillman Holloway May 19, 2026

Show notes

Andrew Parish and Tillman Holloway are the co-founders of Arch Public, a software platform that helps investors automate their trading strategies across crypto and traditional markets. In this conversation, we discuss why the US will keep printing money to fund AI infrastructure, how tokenization is about to reshape global markets and banking, why crypto becomes the default exchange layer in a 24/7 world, and how automation tools are now a necessity for every investor.

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

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

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

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
1:05 - AI infrastructure, dollar printing & national security
5:37 - Crypto's role: stablecoins, bitcoin, or tokenization?
7:57 - Why volatility is only going to get worse
13:26 - AI agents & crypto as the default exchange layer
15:40 - Tokenization race & the banking revenue opportunity
21:55 - Fractional assets & borrowing against tokenized holdings
26:41 - Hyperliquid, private company tokenization & M&A outlook
29:50 - Pros/cons of open markets & financial education
32:40 - Prediction markets, tokenized ETFs & the war for capital
34:23 - Arch Public: what it does & where to find it

Dogecoin & Bitcoin Are Both Signaling Something Big? | Jordi Visser May 16, 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 all-time highs in the stock market are flashing warning signs, how the Iran conflict is fueling a longer inflation cycle, why the AI semiconductor boom may be hitting near-term bottlenecks, and what Dogecoin is quietly signaling about the next crypto move.

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

0:00 - Intro
0:40 - Stock market all-time highs & what's driving them
4:29 - Iran conflict, oil prices & inflation outlook
9:43 - What comes next for markets?
19:30 - Jensen Huang's 1000x energy demand & AI infrastructure
27:40 - Data center opposition & political headwinds
30:43 - Dogecoin as a retail sentiment signal
37:00 - Trump's China trip — signal or show?
41:31 - GameStop's eBay bid & digital activist investing
49:40 - Jordi’s upcoming video

Is This The Next Trillion Dollar Company? | Asher Genoot May 13, 2026

Show notes

Asher Genoot is the CEO of Hut 8, one of the largest bitcoin mining and AI/HPC infrastructure companies in the world. In this conversation, we discuss the transition from bitcoin mining to AI data center development, the economics of $17 billion in contract value, community pushback against data centers, supply chain bottlenecks, and the future of physical intelligence infrastructure.

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

0:00 - Intro
0:45 - Bitcoin mining to AI: the transition
3:09 - Data centers & community pushback
8:52 - Co-location & energy campuses
11:42 - Mega sites vs. smaller urban campuses
13:08 - Hardware innovation inside the data center
17:15 - How Hut 8 lands billion-dollar contracts
20:01 - The River Bend financing structure
24:19 - Build vs. acquire strategy
25:18 - Bottlenecks slowing AI buildout
27:36 - What keeps Asher up at night
30:40 - American Bitcoin update

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected