The Pomp Podcast

Latest Episodes:

Wall Street Is ALL-IN On Bitcoin | Anthony & John Pompliano Apr 14, 2026

Show notes

Anthony Pompliano and John Pompliano break down what’s really happening with bitcoin and the macro environment, covering inflation, AI-driven deflation, and Wall Street’s growing push into bitcoin through ETFs. They also discuss why bitcoin has held up during global conflict and why its scarcity could make it a long-term winner.

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0:00 - Intro
0:44 - Bitcoin back above $75,000 & inflation outlook
10:42 - Stock market having one of its best years?
14:56 - How will assets perform rest of the year?
19:16 - AI impact on jobs
25:11 - There is a Wall Street war for bitcoin

Bitcoin & AI Will DOMINATE The Next Rotation | Jordi Visser Apr 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 break down what’s really going on in the market right now—from AI-driven disruption and rising inflation to why money is rotating into commodities and semiconductors. We also get into why bitcoin could be setting up for a bigger move as the macro environment continues to shift.

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0:00 - Intro
0:50 - Iran war, markets & current outlook
3:22 - AI vs software (what’s the difference?)
5:43 - Who is actually using AI today?
9:10 - Who gets access to powerful AI models?
15:16 - Where are the investment opportunities?
19:38 - Large caps vs small caps
23:09 - Inflation vs deflation (what actually matters?)
29:27 - Bitcoin setup & macro conditions
37:37 - Why bitcoin wins in multiple scenarios
41:31 - Bitcoin volatility & cycle timing
44:34 - Dollar weakness & global shifts
46:31 - Future outlook for AI, bitcoin, & markets

Bitcoin Billionaire Reveals His Current Investing Strategy | Arthur Hayes Apr 09, 2026

Show notes

Arthur Hayes is the CIO of Maelstrom and co-founder of BitMEX. In this conversation, we break down what’s really happening in the global economy—from the Iran conflict and oil prices to the push and pull between inflation and deflation. We also get into bitcoin’s role in all of this, how AI is reshaping the labor market, and where he sees the biggest opportunities in crypto, from decentralized exchanges to prediction markets and privacy coins.

Follow Arthur Hayes:

IG - https://www.instagram.com/cryptohayes/
LinkedIn - https://www.linkedin.com/in/arthur-hayes-b493b42/
Substack - https://cryptohayes.substack.com/
Web: https://www.cryptohayes.com
X - https://x.com/cryptohayes

Check out the Maelstrom Fund:

LinkedIn: https://www.linkedin.com/company/maelstromfund
Web - https://www.maelstrom.fund
X - https://x.com/maelstromfund

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0:00 - Intro
0:49 - Iran war & oil market reaction
5:30 - Inflation vs deflation breakdown
7:42 - Why the Fed will always print money
9:08 - Gold vs bitcoin & global trade shift
14:20 - Arthur Hayes portfolio strategy
17:54 - Hyperliquid & the future of trading
24:20 - Insider trading should be legal?
27:59 - Why bitcoin doesn’t need institutions
32:09 - Zcash & privacy in crypto
35:23 - What Arthur is bearish on in crypto
40:30 - How big Hyperliquid can get
42:24 - Will prediction markets be successful?
46:45 - Final market outlook

Will Bitcoin Skyrocket When Iran War Ends? | Anthony Pompliano Apr 08, 2026

Show notes

Anthony Pompliano explains why bitcoin is holding strong while stocks, bonds, and gold decline amid inflation and geopolitical uncertainty. He breaks down ETF demand, long-term holder accumulation, and why bitcoin continues to benefit from global liquidity and money printing, while addressing common risks and criticisms.

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0:00 - Long-term holders buying
1:09 - Morgan Stanley Bitcoin ETF
2:05 - Why bitcoin is up during crisis
5:44 - “Here is where you buy?”
7:23 - Reasons why bitcoin will win
11:32 - Is quantum a risk?
13:10 - Bitcoin hater says it’s going to zero
16:55 - Bitcoin long-term conviction

What’s Actually Happening To Bitcoin & The Economy Right Now | Jordi Visser Apr 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 discuss market confusion amid rising oil prices, geopolitical tensions, and mixed economic signals, and why he believes we are entering a new regime defined by scarcity and structural shifts. We also explore the deflationary impact of AI, risks building in private credit, and how bitcoin could benefit as the Fed faces a difficult path between inflation and slowing growth.

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0:00 - Intro
1:04 - Why markets are so hard to read right now
8:29 – Inflation battle: deflation vs energy spike
17:00 - How AI is changing business & investing
27:07 - DOGE: Debt, Oil, Growth, Employment
35:57 – Private credit risks & advice for kids using AI
39:37 - AI security risks, Mythos & cyber threats
43:16 - Capital structure disruption & bitcoin as scarcity

How Global Conflict Is Moving Bitcoin & AI | Matthew Sigel Apr 01, 2026

Show notes

Matthew Sigel is the Head of Digital Asset Research at VanEck and portfolio manager of the NODE ETF. In this conversation, we discuss why he’s turning more bullish on bitcoin, how AI and energy are driving new investment opportunities, and why bitcoin miners are emerging as key players in the AI boom. We also explore risks around AI Capex, geopolitics, and how he’s positioning across crypto and equities.

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0:00 - Intro
1:02 - AI stocks, Capex & market debate
4:47 - Bitcoin miners & AI pivot
8:35 - Energy & AI investment plays
11:10 - War & global markets
17:03 - AI, crypto & defense tech
19:53 - Bitcoin treasury companies
24:02 - Bitcoin outlook & altcoins
30:30 - Real-world assets & Figure
32:46 - Crypto equities & competition
36:23 - Biggest risks in 2026

Bitcoin, Gold & Energy: The Next Massive Wealth Shift | Larry McDonald Mar 30, 2026

Show notes

Larry McDonald is a New York Times bestselling author and founder of the Bear Traps Report. In this conversation, we discuss his view that markets are shifting from financial assets to hard assets, why inflation and global conflict are driving this change, and how investors should think about bitcoin, energy, and materials. We also explore risks in private credit and what the next cycle could look like for global markets.

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0:00 - Intro
1:02 - The great rotation to hard assets thesis
5:22 - AI spending surge & tech cash burn risks
8:16 - How to invest in this market shift
16:39 - Do we get higher or lower inflation?
20:17 - Dollar dominance & bitcoin vs gold
29:55 - Private credit cracks & liquidity issues explained
35:23 - Where investors should allocate capital now
39:55 – Biggest risks in markets right now

Why Bitcoin Could Hit All-Time Highs in 2026 | Jordi Visser Mar 28, 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 rising inflation, higher oil prices, and why he believes markets are entering a new regime driven by supply shocks and geopolitical risk. We also explore asset rotation into commodities, risks in private credit, and bitcoin’s growing role as liquidity and capital flows shift globally.

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0:00 - Intro
0:56 - Has the market officially entered a new regime?
3:58 - Global shortages & why inflation is rising again
11:25 - Where smart money is moving right now
16:09 - Could inflation spike back above expectations?
21:31 - Why stocks struggle in high inflation environments
25:31 - Will markets recover or stay flat this year?
27:30 - Why bitcoin could lead the next cycle
33:29 - Why most altcoins won’t outperform bitcoin
37:55 - How AI is disrupting markets & software
41:15 - Why bitcoin is the ultimate asset in this shift

CFTC Chair Reveals The Government’s New Plan For Crypto & AI | Mike Selig Mar 25, 2026

Show notes

Mike Selig is the 16th Chairman of the CFTC and a leading voice on the future of financial market regulation in an era defined by crypto, artificial intelligence, and prediction markets. In this conversation, we discuss how regulators are balancing innovation with investor protection, the evolving relationship between the SEC and CFTC, and why emerging technologies are reshaping how risk is taken and managed across global markets. We also explore the rise of decentralized finance, AI-driven trading, and new policy initiatives aimed at keeping the United States competitive in the next generation of financial infrastructure.

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0:00 - Intro
0:59 - SEC & CFTC cooperation & new policy direction
3:44 - AI, crypto & prediction markets shaping the future
7:49 - Insider information, manipulation & market risks
13:23 - Decentralization & regulating on-chain markets
17:14 - The rise of AI trading agents
21:30 - AI, memes & misinformation in financial markets
23:04 - Should regulators be allowed to use crypto?
25:00 - Innovation task force & new policy initiatives
27:18 - Bridging the gap between lawmakers & builders
29:30 - Perpetual futures and new crypto market products
31:16 - The role of regulators in managing market risk

Robinhood’s Big Bet on Crypto, AI & Tokenized Stocks | Johann Kerbrat Mar 24, 2026

Show notes

Johann Kerbrat is the SVP and General Manager of Crypto and International at Robinhood, where he leads the company’s expansion across digital assets and global markets. In this conversation, we discuss the rise of 24/7 trading, evolving retail investor behavior, and Robinhood’s push into areas like tokenization, prediction markets, and institutional crypto services. We also explore how artificial intelligence is shaping financial products and why improving access and education for everyday investors remains a key focus for the future.

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This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure.
Learn more at http://www.abra.com.

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0:00 - Intro
1:11 - The future of 24/7 trading
3:39 - Stocks, crypto & prediction markets on one platform
6:30 - How Robinhood builds products internally
13:27 - The rise of independent investors
15:43 - Stablecoins & global payments
16:46 - Tokenized stocks & regulation
23:19 - Bitstamp acquisition & institutional crypto
25:02 - Hiring, AI & team dynamics
26:38 - Robinhood’s goals & global expansion
30:18 — APIs, agents & AI trading
33:00 - AI financial assistants & advisors
38:10 — New banking & family investing features

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