The Pomp Podcast

Latest Episodes:

Can Bitcoin Hit $1 Million? | Anthony Pompliano May 11, 2026

Show notes

Anthony Pompliano investigates whether bitcoin can actually hit $1 million per coin. In this episode, we break down what Michael Saylor, Cathie Wood, Tim Draper, and others are predicting, run the math on what it would take, and cover the four key demand drivers that could get us there.

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0:00 - Intro
0:26 - Michael Saylor: Bitcoin to $10 million
1:05 - Tim Draper: Bitcoin to $10 million
1:47 - Cathie Wood: Bitcoin to $1.5 million by 2030
4:07 - Adam Back: Bitcoin to $1 million by 2028
4:39 - Matthew Siegel: Bitcoin to $1 million in ~5 years
6:08 - Eric Trump: Conviction on $1 million bitcoin
6:57 - The math: What growth rate does bitcoin need?
9:26 - The 4 drivers that get bitcoin to $1 million
9:41 - Driver 1: The bear market bottom (Lynn Alden)
11:05 - Driver 2: Governments buying bitcoin (Brian Armstrong)
12:05 - Driver 3: Institutional adoption (Dylan LeClair)
13:59 - Driver 4: Money printing & retail demand
15:10 - Final verdict: Can Bitcoin hit $1 million?

The AI Boom Is Very BULLISH For Bitcoin | Jordi Visser May 09, 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 parabolic AI stocks are justified by real demand, who's actually buying bitcoin and why it's heading higher, the tokenization wave coming this summer, and the stocks Jordi is buying and selling right now.

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0:00 - Intro
1:14 - Why parabolic moves in AI stocks are justified
5:18 - Data center buildout & the obsolescence race
11:34 - DRAM ETF & AI volatility
20:56 - Data center protests, supply bottlenecks, & inflation
28:54 - AI-driven layoffs — cover story or real?
32:12 - Michael Saylor, bitcoin & who's actually buying
35:19 - Blackrock ETF at all-time highs & boomer buying
37:21 - Why long duration assets are dead
39:25 - Tokenization & the Iran war
41:40 - New Fed chair, oil & macro outlook
46:35 - AI in grocery stores & dynamic pricing
49:21 - Wealth inequality & discretionary spending
51:47 - Long-term investing advice & stocks Jordi is looking at
57:50 - Jordi’s video this week

This is A CRAZY Idea to Deal with Crypto Hacks | Chris Perkins May 04, 2026

Show notes

Chris Perkins is the incoming Head of Crypto at Franklin Templeton, following the acquisition of his firm 250 Digital Asset Management. In this conversation, we break down the surge in crypto hacks, why AI is accelerating cyber threats, the case for American "privateering" as an offensive strategy against crypto crime, how geopolitics and macro are shaping bitcoin markets, and what institutions are actually buying in crypto right now.

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0:00 - Intro
1:17 - The crypto hack crisis & AI-driven cyber threats
4:17 - America going on offense: the privateering idea
9:10 - AI capabilities & the US advantage in cyber warfare
12:22 - Crypto regulation: where do things stand in DC?
17:20 - Bitcoin's role in macro & geopolitics
21:36 - Bitcoin vs. stocks: decoupling during the Iran conflict
24:46 - Franklin Templeton's crypto strategy & what comes next
28:56 - Quantum computing: should crypto be worried?
30:20 - Stablecoins & how institutions are approaching them
33:52 - Buying bitcoin vs. infrastructure equity vs. trading exposure
35:47 - The Fed, rate cuts, & what it means for crypto prices

Why All-Time High Stocks Are Bullish for Bitcoin | Jordi Visser May 02, 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, the AI-driven semiconductor supercycle, why software is losing to chips and power names, where bitcoin fits into the macro picture, the rise of tokenization, and how to think about inflation and the Fed.

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0:00 - Intro
0:53 - Why the stock market keeps hitting all-time highs
4:37 - AI vs. software (who's winning & who's losing)
11:28 - Is this a bubble? Demand vs. supply dynamics
13:00 - Why crypto is lagging the AI trade & bitcoin setup
17:22 - The industrial revolution thesis & why stocks won't stop
20:40 - Inflation, the Fed & politics
32:00 - How to use AI to get ahead
33:08 - The compute cost problem & AI model wars
48:13 - Retail vs. institutional investors — who has the edge
50:39 - Where to find Jordi's work

Bitcoiners Predict MASSIVE Bull Market | Anthony Pompliano Apr 28, 2026

Show notes

Anthony Pompliano breaks down the biggest bitcoin predictions coming out of this year's bitcoin Conference. In this episode, he covers Arthur Hayes on digital credit driving the next bull run, Michael Saylor on the explosion of digital credit markets, Tim Draper on why it's now irresponsible for companies not to hold bitcoin, a major upcoming announcement from the White House on the Strategic Bitcoin Reserve, SEC Chair Paul Atkins on regulation as a catalyst, and Paul Tudor Jones on bitcoin as the best inflation hedge alive.

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0:00 - Intro
0:22 - Arthur Hayes: bitcoin bull run prediction
1:23 - Michael Saylor: digital credit is exploding
3:40 - Tim Draper: it's irresponsible not to hold bitcoin
7:05 - White House & Strategic Bitcoin Reserve announcement?
9:20 - SEC Chair Paul Atkins on regulation & crypto
11:10 - Paul Tudor Jones: bitcoin is the best inflation hedge
13:08 - Final take: why Pomp holds bitcoin

Why Bitcoin WINS No Matter What Happens to Inflation | Jordi Visser Apr 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 discuss why bitcoin is decoupling from software stocks, how it wins in both inflationary and deflationary environments, and the five scarcity-driven investment baskets Jordi is tracking right now. We also get into the AI agents shift, why public companies are struggling to adopt AI, and how to position a portfolio in a world of shortages.

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0:00 - Intro
0:54 - Bitcoin vs. software stocks decoupling?
5:43 - Inflation vs. deflation & what it means for bitcoin
12:35 - The 5 thematic investment baskets
23:27 - Real-time information & podcasts vs reading
33:27 - AI security, hacking & what it means for bitcoin
36:15 - Anthropic vs. OpenAI vs. Meta — the model race
42:15 - Contracted annual run rate & the revenue illusion
45:35 - Jordi's scarcity trader worldview
49:03 - The fourth turning, politics & generational change

The First Time Michael Saylor Ever Talked About Bitcoin Apr 23, 2026

Show notes

Michael Saylor is the CEO of Strategy (formerly MicroStrategy), the first publicly traded company to convert a material portion of its balance sheet into bitcoin. In this conversation, we revisit the very first time Michael Saylor ever publicly talked about bitcoin — recorded in late 2020 when bitcoin was trading around $10,000. We discuss his background founding MicroStrategy at age 24, the macro conditions that led him to reject cash as a store of value, why he chose bitcoin over gold and real estate, how he acquired $425 million in bitcoin without moving the market, and why he believes bitcoin is on a path to rival or surpass gold's market cap.

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0:00 - Intro
1:25 - Michael Saylor's background & founding MicroStrategy
29:40 - The 99% stock crash & lessons learned
31:07 - How COVID changed MicroStrategy's business
33:37 - The macro problem: cash melting & asset inflation
40:45 - How Saylor discovered bitcoin
45:23 - Why not real estate, equities, or gold?
49:10 - Bitcoin's network dominance & why it already won
53:30 - Addressing the "someone can copy it" critique
59:28 - Convincing the board: homework assignments & deliberations
1:04:30 - How they acquired $425M in bitcoin without moving price
1:09:45 - Reaction from other CEOs & breaking the mental block
1:12:00 - The four-minute mile moment for corporate bitcoin
1:17:00 - Addressing bitcoin's volatility
1:21:39 - Bitcoin vs. gold market cap
1:23:10 - Rapid fire questions & closing

Bitcoin Bull Market Is HAPPENING NOW | Anthony Pompliano Apr 21, 2026

Show notes

Bitcoin is in a bull market right now. Anthony Pompliano breaks down the data — from institutional moves like Morgan Stanley's record ETF launch to Bitcoin's track record across 7 financial crises — and makes the case for why the next all-time high is closer than most people think.

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0:00 - Intro
0:41 - Bitcoin's performance during 7 consecutive financial crises since 2020
2:13 - Morgan Stanley's record-breaking bitcoin ETF launch
3:05 - Charles Schwab turns on direct bitcoin trading
3:41 - Strategy's $2B Bitcoin purchase & institutional demand signals
4:45 - Bitwise report: under 1% chance of loss holding Bitcoin 3+ years
6:11 - The "333" stock market signal & what it predicts for the next 12 months
8:05 - Tom Lee: why the next 18–24 months could be the best of our lifetime
10:21 - Buying at all-time highs & consumer sentiment vs. asset prices
12:45 - The White House, midterm elections & impact on bitcoin
14:19 - Final outlook & who will win

All-Time High Stocks… Bitcoin About To Explode? | Jordi Visser Apr 18, 2026

Show notes

Jordi Visser is a veteran macro investor with 30+ years of experience. In this conversation, we break down why AI is creating massive shortages in chips, energy, and commodities—and what that means for inflation and markets. We also discuss why stocks keep hitting highs despite economic pressure, how scarcity is becoming the most important investing theme, and why bitcoin could be setting up for a major move.

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0:00 - Intro
1:08 - Why stocks keep hitting all-time highs
5:44 - AI shortages & supply constraints
8:15 - Why dips don’t last (V-shaped market)
10:15 - Inflation vs deflation debate
21:35 - Semiconductors = key commodity
30:05 - Running out of compute (chips & power)
34:45 - AI demand surge & what future looks like
48:31 - Bitcoin outlook.. could it explode higher?

Former Citadel Trader is Now Betting on Retail | Neil McDonald Apr 16, 2026

Show notes

Neil McDonald is the CEO of Moomoo US and a former executive at Morgan Stanley, JPMorgan, and Citadel. In this conversation, we break down how retail investing has evolved—from access and information to powerful tools and AI that are leveling the playing field with Wall Street. We also discuss crypto, tokenized stocks, and what the future of investing looks like.

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0:00 - Intro
1:05 - Why Moomoo is growing so fast
4:38 - How trading tools changed everything & why most traders fail
9:28 - AI & the future of trading
12:31 - Stocks vs crypto on the platform
14:12 - Tokenized stocks explained
18:33 - Options trading & retail behavior
22:30 - Career lessons from working on Wall Street
24:35 - Building a fintech in a regulated world
26:30 - How retail investors are evolving
28:07 - Risk management on Wall Street vs retail
30:20 - Biggest challenges ahead

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