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Explore every episode of the podcast The Pomp Podcast

Dive into the complete episode list for The Pomp Podcast. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
GameStop CEO: The Machines Are Already Smarter Than Us | Ryan Cohen13 Oct 202600:31:10

Ryan Cohen is the CEO and Chairman of GameStop and the co-founder of Chewy. This was recorded live at the Silvia Investor Summit in New York. In this conversation, we break down how AI is changing work and hiring, his concerns about where humans fit in an automated future, and the rise of the retail investor. We also discuss Neuralink, how he talks to shareholders, his biggest failure, and the legacy he wants to leave.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

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
  • 0:30 - AI risks & how GameStop uses AI
  • 3:04 - How Ryan spends his time
  • 6:05 - Hiring in the age of AI
  • 7:45 - Why Ryan wants to learn Chinese
  • 8:55 - Robots, UBI & human utility
  • 13:53 - Neuralink & brain-computer interfaces
  • 17:50 - Retail investors vs Wall Street
  • 21:10 - Greatest strengths & weaknesses
  • 23:05 - Shareholder communication & ignoring the noise
  • 28:04 - Biggest failure
  • 29:45 - Legacy & final thoughts
How to Spot the Next Big Trade Before Wall Street | Chris Camillo12 Oct 202600:44:35

Chris Camillo is a self-taught investor known for pioneering social arbitrage investing and the host of Dumb Money Live. This was recorded live at the Silvia Investor Summit in New York. In this conversation, we break down his $10M one-day Amazon options trade, how AI corrupted Google Trends data, and why retail investors underuse leverage and concentration. We also discuss humanoid robotics, autonomous warfare, and why the best investors today are outside Wall Street.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

Sleep better with Fitnexa SomniPods 3 — ultra-thin sleep earbuds built for all-night comfort. With 42dB of noise cancellation, sleep tracking, and personalized AI insights, they're designed to block out noise and help you actually rest, whether you're a side sleeper, a light sleeper, or dealing with a snoring partner. Use code POMP10 for 10% off at https://www.fitnexa.com.

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

GalaxyOne is a financial technology platform built for people who want their cash working harder. → https://go.galaxy.app/HMiq/pomp Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply.

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

  • 0:00 - Intro
  • 0:34 - Social arbitrage, AI & humanoid robotics
  • 4:46 - Changing your mind & the Lululemon Google Trends trade
  • 9:40 - Using conversational data to find trades
  • 12:36 - The $10M Amazon earnings trade
  • 21:31 - Cash, leverage & concentration
  • 26:22 - Leveraged S&P ETFs & tail risk
  • 29:22 - AI risk, drones & autonomous warfare
  • 34:40 - Investing as a lifestyle & community
  • 37:30 - Finding great retail investors & why they win
Bitcoin Is the Toll Collector of the AI Economy | Jordi Visser10 Oct 202600:46:43

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 coming “bankpocalypse,” why AI agents will disrupt banks and big tech, and whether AI models are becoming commoditized. We also discuss the bitcoin setup, crypto’s shift from contrarian to consensus trade on Wall Street, and how to separate signal from noise in the AI bubble debate.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

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

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

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.

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

  • 0:00 - Intro
  • 0:54 - The “bankpocalypse” 
  • 5:20 - Can AI agents disrupt Amazon & the banks?
  • 10:08 - Are AI models becoming commoditized?
  • 20:40 - How do personal agents make money?
  • 23:30 - Toll collectors: compute & crypto
  • 28:16 - Bitcoin outlook & why patience pays
  • 33:53 - Crypto & Wall Street: contrarian to consensus
  • 38:46 - Bubble talk: signal vs noise
  • 44:00 - Jordi’s 2027 crypto world tour
Bitcoin Is Headed to $300K and Nobody's Ready | Bill Barhydt08 Oct 202600:45:38

Bill Barhydt is the founder and CEO of Abra. In this conversation, we break down why bitcoin is climbing despite rising rates and macro headwinds, where its next wave of demand will come from, and how the debt spiral drives inflation. We also discuss AI agents, the future of wealth management, tokenized yield, and how Abra is building a neo-banking stack for crypto.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

GalaxyOne is a financial technology platform built for people who want their cash working harder. → https://go.galaxy.app/HMiq/pomp Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply.

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

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
  • 0:51 - Why bitcoin is rising despite macro headwinds
  • 4:08 - Shrinking volatility & bitcoin cycle returns
  • 9:15 - Is there a way out of the debt spiral?
  • 15:10 - AI is turning everyone into a software engineer
  • 20:17 - Why RIAs are falling behind
  • 27:48 - What Abra is building with tokenized yield & lending
  • 33:49 - Tokenization & the next generation of investors
  • 36:30 - AI financial advisors & regulation
  • 38:38 - The end of apps & the agentic future
Bitcoin OG Predicts What The World Looks Like In 20 Years | Simon Dixon07 Oct 202600:48:02

Simon Dixon is an early Bitcoin investor and the co-founder and CEO of BnkToTheFuture, which backed companies like Coinbase, Kraken, and BitPay. In this conversation, we break down who really controls global capital, how Wall Street is co-opting bitcoin, and what the Coldcard hack means for self custody. We also discuss AI, surveillance, data centers, the K-shaped economy, and why sovereignty will be the most important skill of the next two decades.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

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 ~8.5% APY on real world assets. 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 https://figure.com/disclosures/

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

Lava is a global platform for bitcoin financial services. Spend with Lava Card and earn up to 5% back in bitcoin with every purchase— all with no annual fee, no FX fees, and zero spread. Plus you can borrow against your bitcoin at the lowest rates, earn yield on cash, and move fiat or stablecoins globally. Get started at https://www.lava.xyz/POMP

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

  • 0:00 - Intro
  • 1:09 - Simon's bitcoin journey since 2011
  • 6:50 - Geopolitics, world order & where we disagree
  • 10:40 - Who really runs America?
  • 12:54 - Does bitcoin starve the system of capital?
  • 15:49 - The Coldcard hack & the future of self custody
  • 21:43 - The token economy & life 20 years from now
  • 29:08 - Surveillance, privacy & sovereignty
  • 33:36 - Data centers, the AI race & the K-shaped economy
  • 40:17 - BlackRock, ETF flows & what would change his mind
  • 43:39 - What the bitcoin price is telling us
Hunter Biden on Bitcoin, the Laptop, Trump & His Next Chapter05 Oct 202600:50:48

Hunter Biden is an attorney, artist, writer, and the son of former President Joe Biden. In this conversation, we break down why he believes in bitcoin, the problem with money printing, and his biggest critiques of both the Biden and Trump administrations. We also discuss his recovery from addiction, AI, the launch of his Laptop token, and whether he would ever run for President.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

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

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

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
  • 1:12 - Does Hunter Biden own bitcoin?
  • 5:46 - Biggest critiques of the Biden & Trump administrations
  • 8:32 - Biggest positives of each administration
  • 10:53 - Anything nice to say about Trump?
  • 14:29 - Staying silent through the attacks & addiction recovery
  • 19:58 - Would Hunter Biden run for president?
  • 23:59 - Leaving the Democratic Party & voting independent
  • 25:50 - AI: doomer or accelerationist?
  • 36:30 - What is the Laptop token?
  • 42:28 - Owning "Hunter Biden's laptop"
  • 44:31 - Rapid fire questions
Is Bitcoin About to Shock Everyone in Q4? | Jordi Visser03 Oct 202600:49:04

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 the macro doomers are wrong about rates, whether OpenAI and Anthropic are slowing down, and why the explosion of personal AI agents needs crypto rails. We also discuss Wall Street's growing crypto FOMO, the bitcoin setup heading into Q4, and what Jordi calls the "micron moment."

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

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 ~8.5% APY on real world assets. 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 https://figure.com/disclosures/

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

GalaxyOne is a financial technology platform built for people who want their cash working harder. Open an account with promo code POMP and deposit $10,000 to earn a $1,000 bonus. See site for promotion details → https://www.galaxy.app/pomp1000 Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply.

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

Lava is a global platform for bitcoin financial services. Spend with Lava Card and earn up to 5% back in bitcoin with every purchase— all with no annual fee, no FX fees, and zero spread. Plus you can borrow against your bitcoin at the lowest rates, earn yield on cash, and move fiat or stablecoins globally. Get started at https://www.lava.xyz/POMP

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

  • 0:00 - Intro
  • 1:02 - Why the macro doomers are wrong on rates
  • 3:23 - Homebuilders, autos & the new economy
  • 5:54 - Tech dominance & why AI ignores rates
  • 11:10 - Are OpenAI & Anthropic slowing down?
  • 22:15 - The personal AI agent explosion
  • 26:08 - Why AI agents need crypto
  • 29:22 - Wall Street FOMO for crypto
  • 32:44 - Bitcoin bull trend & this week's macro data
  • 35:52 - Why crypto wins the fourth quarter
  • 38:14 - AI to bitcoin rotation & the VisserLabs index
  • 45:52 - The micron moment for crypto
The AI Boom Is Bigger Than Anyone Thinks | Dan Ives 01 Oct 202600:40:38

Dan Ives is a Partner and Senior Managing Director at Yorkville Ives. In this conversation, we break down where value is building in the AI trade, Dario's warnings about AI, regulatory capture, and whether OpenAI and Anthropic are in more trouble than people realize. We also discuss the White House AI meeting, sovereign AI, the US vs China race, and his new Ives Ultra Fund.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

Lava is a global platform for bitcoin financial services. Spend with Lava Card and earn up to 5% back in bitcoin with every purchase— all with no annual fee, no FX fees, and zero spread. Plus you can borrow against your bitcoin at the lowest rates, earn yield on cash, and move fiat or stablecoins globally. Get started at ⁠https://www.lava.xyz/POMP⁠

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

This episode is brought to you by Investor Health — clinician-prescribed protocols for weight, metabolism, energy, and longevity, delivered to your door in 48–72 hours. No office visits, no referrals. Plans start at $149/mo. Learn more at ⁠http://www.InvestorHealth.com/pomp⁠. Investor Health is a telehealth platform, not a medical provider. Compounded medications are not FDA-approved. Individual results may vary and treatment requires evaluation by a licensed provider.

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

  • 0:00 - Intro
  • 1:12 - Where's the value in the AI trade?
  • 2:32 - Dario's AI warning & regulatory capture
  • 5:15 - Are OpenAI & Anthropic in trouble?
  • 11:04 - Trump's White House AI meeting
  • 13:51 - Open source vs closed source AI
  • 15:32 - Token price war & the Anthropic IPO
  • 22:33 - How to invest in the AI trade
  • 25:04 - Personal AI agents & consumer AI
  • 26:31 - Why tech is ignoring macro headwinds
  • 30:36 - The Ives Ultra AI Fund
  • 33:21 - Data, sovereign AI & the future of work


Bitcoin Meets AI Agents And Everything Changes | Tillman Holloway & Andrew Parish29 Sep 202600:49:45

Tillman Holloway and Andrew Parish are the co-founders of Arch Public. In this conversation, we break down how AI agents and bitcoin are converging, why bitcoin is the best collateral in the world, and what 24/7 markets will mean for investors. We also discuss bitcoin ETF flows, Wall Street's growing role in bitcoin, and why AI trading tools still need a human in control.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

Lava is a global platform for bitcoin financial services. Spend with Lava Card and earn up to 5% back in bitcoin with every purchase— all with no annual fee, no FX fees, and zero spread. Plus you can borrow against your bitcoin at the lowest rates, earn yield on cash, and move fiat or stablecoins globally. Get started at https://www.lava.xyz/POMP

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

GalaxyOne is a financial technology platform built for people who want their cash working harder. Open an account with promo code POMP and deposit $10,000 to earn a $1,000 bonus. See site for promotion details → https://www.galaxy.app/pomp1000 Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply.

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

This episode is brought to you by Investor Health — clinician-prescribed protocols for weight, metabolism, energy, and longevity, delivered to your door in 48–72 hours. No office visits, no referrals. Plans start at $149/mo. Learn more at http://www.InvestorHealth.com/pomp. Investor Health is a telehealth platform, not a medical provider. Compounded medications are not FDA-approved. Individual results may vary and treatment requires evaluation by a licensed provider.

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

  • 0:00 - Intro
  • 1:10 - AI agents, bitcoin & crypto as collateral
  • 4:18 - 24/7 markets are coming
  • 6:40 - Crypto tokens vs AI tokens
  • 12:20 - Trust & security with AI agents
  • 16:55 - Can AI trade for you 24/7?
  • 25:42 - Why people name their AI agents
  • 32:53 - Why bitcoin ignores macro headwinds
  • 36:16 - Bitcoin ETF flows & retail demand
  • 40:01 - Bitcoin price outlook & dip buying
  • 43:27 - Elon, X Money & the tech titans
  • 45:20 - Future of AI tools & Arch Public
He's Made Money On 95% Of His Deals (Here's How) | Christopher Zook28 Sep 202600:39:35

Christopher Zook is the founder, chairman, and CIO of CAZ Investments and co-author of “The Holy Grail of Investing” with Tony Robbins. In this conversation, we break down how to build a diversified portfolio in a rapidly changing world, why CAZ invests in the picks and shovels of crypto, and the rise of neoprimes in space and defense. We also discuss the scarcity behind bitcoin, sports teams, and GP stakes, and why AI's impact on jobs keeps him up at night.


Check out CAZ at ( https://cazinvestments.com) and the Holy Grail of Investing book's website (https://www.theholygrailofinvesting.com) !

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

Lava is a global platform for bitcoin financial services. Spend with Lava Card and earn up to 5% back in bitcoin with every purchase— all with no annual fee, no FX fees, and zero spread. Plus you can borrow against your bitcoin at the lowest rates, earn yield on cash, and move fiat or stablecoins globally. Get started at https://www.lava.xyz/POMP

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

  • 0:00 - Intro
  • 1:01 - How to invest in a rapidly changing world
  • 3:21 - Modern portfolio theory & the holy grail of investing
  • 7:42 - How CAZ invests in bitcoin & crypto
  • 10:35 - Space & defense (the rise of neoprimes)
  • 16:16 - Writing “The Holy Grail of Investing” with Tony Robbins
  • 20:08 - Does diversification have to be boring?
  • 26:05 - Bitcoin, sports teams & GP stakes (the power of scarcity)
  • 32:34 - What keeps him up at night? 
  • 37:53 - Where to find the book & CAZ Investments
Bitcoin's iPhone Moment Will Trigger Wall Street FOMO | Jordi Visser26 Sep 202600:48:42

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 bitcoin keeps holding up through bad news, whether Wall Street FOMO is coming for crypto, and how consumer AI agents are reshaping markets. We also discuss BlackRock's AI and crypto paper, Visa and Mastercard, compute, tokenization, and the bitcoin outlook for the next six months.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

GalaxyOne is a financial technology platform built for people who want their cash working harder. Open an account with promo code POMP and deposit $10,000 to earn a $1,000 bonus. See site for promotion details → https://www.galaxy.app/pomp1000 Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply.

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

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
  • 0:56 - Why bitcoin & crypto are holding up so well
  • 3:43 - Wall Street FOMO & why Visa/Mastercard get disrupted
  • 7:20 - Bitcoin’s iPhone moment
  • 15:04 - AI agent memory & the consumer agent race
  • 23:13 - What happens when a competitor blocks AI agents?
  • 25:05 - BlackRock's AI & crypto paper
  • 30:36 - Will consumer agents move Meta & Mag 7 stocks?
  • 35:14 - AI breakthroughs & jobs
  • 43:45 - Bitcoin outlook for the next 6 months
Bitcoin & Stocks Are Going Higher (The Money Printer Is Coming) | Darius Dale24 Sep 202600:52:22

Darius Dale is the founder and CEO of 42 Macro. In this conversation, we break down whether Scott Bessent is bluffing the bond market, why stocks keep hitting highs, and why balancing the budget may be impossible. We also discuss the K-shaped economy, AI, bitcoin, and America's political realignment.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

New description for Lava with a clickable url: Lava is a global platform for bitcoin financial services. Spend with Lava Card and earn up to 5% back in bitcoin with every purchase— all with no annual fee, no FX fees, and zero spread. Plus you can borrow against your bitcoin at the lowest rates, earn yield on cash, and move fiat or stablecoins globally. Get started at https://www.lava.xyz/POMP

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

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
  • 0:47 - Is Scott Bessent bluffing the bond market?
  • 7:34 - Druckenmiller's op-ed & Bessent's playbook
  • 13:13 - Why stocks & bitcoin are near all-time highs
  • 16:42 - Why balancing the budget is impossible & the impact 
  • 24:30 - Housing, young vs old & the lock-in effect
  • 28:02 - Cut, grow, or print?
  • 32:12 - How AI & bitcoin can level the playing field
  • 36:15 - Social mobility & keeping up with the Joneses
  • 39:00 - America's political realignment & future outlook
  • 49:45 - Power, politics & the path forward
Bitcoin & Sports Teams Are The Best Hedge Against Inflation | Chris Kelly23 Sep 202600:50:34

Chris Kelly is a co-owner of the Sacramento Kings, founder of Kelly Investments, and a former Facebook executive. In this conversation, we break down why he owns bitcoin, how sports teams and bitcoin both work as scarce assets, Meta's big AI bets, and where AI and crypto are converging. We also discuss Sports One, his new venture bringing minority sports team stakes to the public markets.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

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
  • 1:08 - Why Chris owns bitcoin
  • 2:10 - Bitcoin vs sports teams as scarce assets
  • 5:53 - Inside the Kings arena (tech, data center & ETH mining)
  • 10:07 - Meta's AI spending & falling token costs
  • 14:59 - OpenAI vs Anthropic & AI bubble risk
  • 16:48 - Interest rates & the Fed
  • 18:40 - Open source AI & Meta's strategy
  • 22:05 - Investing across the AI stack & blockchain
  • 25:34 - AI & crypto convergence 
  • 34:20 - Sports One: democratizing team ownership
  • 41:01 - Equity vs token
  • 44:00 - How sports & markets are changing
Bitcoin Is About To Go Parabolic Because Of AI Agents | Jordi Visser19 Sep 202601:07:54

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 bitcoin and stocks refused to crash even as the Fed hiked rates, why AI agents are now driving crypto's next leg higher, and why the real "AI bubble" lives inside just two companies. We also get into Andrew Yang's bombshell AI lab claims and why Jordi remains a bitcoin maxi for the next 30 years.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

New description for Lava with a clickable url: Lava is a global platform for bitcoin financial services. Spend with Lava Card and earn up to 5% back in bitcoin with every purchase— all with no annual fee, no FX fees, and zero spread. Plus you can borrow against your bitcoin at the lowest rates, earn yield on cash, and move fiat or stablecoins globally. Get started at https://www.lava.xyz/POMP

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

TOKEN2049 returns to Singapore on October 7–8 at Marina Bay Sands. The world's largest crypto event. 25,000 attendees, 300 speakers, 1,000 side events and the whole industry in one place for two days, into the F1 weekend. Get 10% off your ticket with code POMP10 at https://token2049.com/singapore

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

  • 0:00 - Intro
  • 0:51 - Why bitcoin & stocks didn't crash when the Fed hiked rates
  • 4:44 - The liquidity cycle is broken (there are no more recessions)
  • 14:34- AI agents solve impossible problems & what it means for the future 
  • 23:18 - Andrew Yang's AI lab bombshell claim
  • 33:21 - Instinct AI & the rise of agent-run personal assistants
  • 40:10 - Recursive self-improvement: AI outpacing human comprehension
  • 43:22- Why Jordi is a bitcoin maxi for the next 30 years
  • 48:06 - Bitcoin vs altcoins: are AI agents the new demand source?
  • 55:54 - What would make Jordi change his mind?
  • 1:02:33 - Bitcoin breaks back above $80,000 & Jordi launches his crypto research
BlackRock Confirmed Bitcoin Is Here To Stay | Jay Jacobs 17 Sep 202600:50:38

Jay Jacobs is the US Head of Equity ETFs at BlackRock. In this conversation, we break down the real impact of the bitcoin ETFs on adoption, why bitcoin's volatility has compressed, and how institutions and everyday investors are approaching digital assets today. We also dig into AI as a macro market force, the entire AI value chain from power to chips to data centers, and where the ETF industry goes from here.


Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

Lava is a global platform for bitcoin financial services. Spend with Lava Card and earn up to 5% back in bitcoin with every purchase— all with no annual fee, no FX fees, and zero spread. Plus you can borrow against your bitcoin at the lowest rates, earn yield on cash, and move fiat or stablecoins globally. Get started at lava.xyz/POMP

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

TOKEN2049 returns to Singapore on October 7–8 at Marina Bay Sands. The world's largest crypto event. 25,000 attendees, 300 speakers, 1,000 side events and the whole industry in one place for two days, into the F1 weekend. Get 10% off your ticket with code POMP10 at https://token2049.com/singapore

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

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
  • 1:11 - Bitcoin ETF's real impact on adoption
  • 3:18 - Why bitcoin's volatility has compressed
  • 6:57 - BlackRock's bitcoin & crypto product strategy
  • 9:13 - In-kind redemptions & borrowing against bitcoin
  • 11:18 - AI as a macro factor & the AI value chain
  • 22:36 - Active vs. passive investing in AI & crypto
  • 26:29 - The rise of independent investors
  • 28:13 - ETFs vs. mutual funds
  • 32:05 - Inside BlackRock's ETF playbook 
  • 41:43 - Long-term investing & the generational shift in bitcoin and AI
Inside Google's Billion Dollar Bet To Win The AI Race | Logan Kilpatrick15 Sep 202600:54:55

Logan Kilpatrick is a member of the technical staff at Google DeepMind. In this conversation, we break down whether Google is actually behind in the AI race, the strategy behind Gemini 4's massive pre-training run, and how DeepMind decides between chasing general intelligence versus building specialized products. We also discuss China's open-source AI labs and why measuring real progress toward AGI might be harder than building the models themselves.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

TOKEN2049 returns to Singapore on October 7–8 at Marina Bay Sands. The world's largest crypto event. 25,000 attendees, 300 speakers, 1,000 side events and the whole industry in one place for two days, into the F1 weekend. Get 10% off your ticket with code POMP10 at https://token2049.com/singapore

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

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
  • 0:51 - Is Google behind in the AI race?
  • 2:47 - Frontier commitment & the Gemini 4 pre-training run
  • 8:31 - Build vs. buy: Google's AI acquisition strategy
  • 13:13 - Chinese AI labs, competitors & filtering the hype
  • 19:03 - The ambition problem & where Google chooses to compete
  • 21:39 - General intelligence vs. specialized AI products
  • 35:01 - Inside DeepMind: Genome research & the innovation flywheel
  • 41:52 - Kaggle & the race to actually measure AI progress
  • 48:25 - The AI data economy: why data is the new bottleneck
Zac Prince on BlockFi, Bitcoin, and GalaxyOne14 Sep 202600:45:26

Zac Prince is the Managing Director at Galaxy Digital and the co-founder and former CEO of BlockFi. In this conversation, we break down what really happened at BlockFi's collapse, the fraud behind FTX and Alameda that he witnessed firsthand, and the lessons he's applying to risk management today. We also discuss Galaxy One's banking, crypto, and yield products, and what the future of investing and AI-powered finance looks like.

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

The views expressed by the speakers are their own and do not necessarily reflect the views of Galaxy or its affiliates. Yield is variable and may change with 30 days’ notice. Galaxy Premium Yield is available only to U.S. accredited investors, is not a bank deposit, and is not FDIC insured. The note is unsecured and may result in loss of principal. Guaranteed by Galaxy Digital Holdings LP, a subsidiary of Galaxy Digital Inc. Staking involves risks, including validator downtime, slash, loss of rewards, and Galaxy cannot guarantee validator performance.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

TOKEN2049 returns to Singapore on October 7–8 at Marina Bay Sands. The world's largest crypto event. 25,000 attendees, 300 speakers, 1,000 side events and the whole industry in one place for two days, into the F1 weekend. Get 10% off your ticket with code POMP10 at https://token2049.com/singapore

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

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.

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

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
  • 1:05 - What really happened at BlockFi?
  • 8:09 - Celsius, Voyager collapse & the run on BlockFi
  • 10:01 - The FTX acquisition, Sam Bankman-Fried & discovering the fraud
  • 13:32 - Lessons applied to risk management at Galaxy
  • 16:08 - Silvergate, SVB & the "war on crypto"
  • 18:49 - Regulatory politics & the future of crypto policy
  • 22:10 - Rebuilding: what Zac learned post crypto war
  • 26:36 - What is Galaxy One? 
  • 41:43 - AI agents & the future of banking
Why Bitcoin Wins No Matter What The Fed Does | Jordi Visser12 Sep 202600:53:37

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 timing for the next bitcoin bull market, why the Clarity Act could send bitcoin to $100K, and how AI's exponential progress is leaving the market mispriced. We also discuss the Fed's rate decision, the Trump-Bessent-Warsh alignment on AI and crypto, and why the AI bubble skeptics have it backwards.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

Lava is a global platform for bitcoin financial services. Spend with Lava Card and earn up to 5% back in bitcoin with every purchase— all with no annual fee, no FX fees, and zero spread. Plus you can borrow against your bitcoin at the lowest rates, earn yield on cash, and move fiat or stablecoins globally. Get started at lava.xyz/POMP

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

TOKEN2049 returns to Singapore on October 7–8 at Marina Bay Sands. The world's largest crypto event. 25,000 attendees, 300 speakers, 1,000 side events and the whole industry in one place for two days, into the F1 weekend. Get 10% off your ticket with code POMP10 at https://token2049.com/singapore

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

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
  • 0:57 - Do interest rates even matter anymore? 
  • 4:44 - Static vs Dynamic investors
  • 9:30 - AI agents vs hedge funds vs retail: the new market structure
  • 12:01 - How do you actually value crypto? (Robinhood chain & tokenization)
  • 23:09 - Timing the next bitcoin bull market
  • 27:05 - AI news dump: Astra, hacking scares & the AGI debate
  • 35:27 - The Fed's rate decision: three scenarios
  • 42:20 - Bessent, Warsh & Trump's Fed alignment
  • 50:54 - Bitcoin, AI & Space as $2 trillion assets
Billionaire Reveals The 41 Principles That Built a $125B Empire | Chase Koch09 Sep 202601:28:33

Chase Koch is a member of the Koch family and leads Koch Disruptive Technologies at Koch Industries, one of the largest private companies in America. In this conversation, we break down the 41 principles behind Koch's management system, the values-first hiring philosophy that's helped grow the business 10,000x, and the story behind acquisitions like Molex and Georgia-Pacific. We also discuss Koch's evolution into a tech company and the power of finding your comparative advantage.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

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 ~8.5% APY on real world assets. 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 https://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
  • 1:22 - What is Koch Industries? (scale, history, private company)
  • 9:09 - Charles Koch's principles & the Sunday economics lessons
  • 18:43 - Hiring philosophy: values first, skill second, credentials last
  • 32:05 - Koch as a tech company: Infor, software & AI
  • 35:30 - Horizontal capabilities & the Molex acquisition
  • 41:47 - Turning acquisitions into principle-based cultures
  • 47:03 - Origin story & lessons from near-bankruptcy failures
  • 56:50 - Builder vs. operator: finding your comparative advantage
  • 1:02:54 - Applying principles to society, bitcoin & individual sovereignty
  • 1:08:50 - Stand Together: philanthropy, education & micro-schools
  • 1:19:39 - Investing philosophy & finding the next big deal
China Is About To Catch The US In AI (Here's The Timeline) | Justin McAfee08 Sep 202600:28:39

Justin McAfee is an AI researcher at Delphi Digital. In this conversation, we break down why Chinese AI labs are closing the gap with America's frontier models, the innovations forced by US export controls, and the pricing war now squeezing OpenAI, Anthropic, Meta, and Google. We also discuss the race in humanoid robotics, whether AI can ever solve financial markets, and how the US should respond to stay ahead.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

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
  • 1:10 - Export controls & how constraints forced Chinese AI innovation
  • 4:01 - Could China's AI eventually eclipse the US?
  • 7:25 - Chinese AI companies & infrastructure plays to watch
  • 12:11 - Meta and Grok's price war, and the squeeze on OpenAI/Anthropic
  • 15:07 - How should OpenAI & Anthropic respond to the competition?
  • 16:33 - Physical AI & humanoid robots: China's lead
  • 18:39 - Can AI ever fully "solve" financial markets?
  • 21:11 - Geopolitics: how the US should respond to China
  • 24:43 - Biggest concerns: staying in the frontier
  • 26:56 - What's happening with AI in Europe?
  • 27:36 - Delphi Digital's research & where to find it
Bitcoin Is Entering Its Most Powerful Wave Ever | Jordi Visser05 Sep 202600:55:08

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 rising interest rates may not derail the AI-driven economy, bitcoin's path to new highs and the four-year cycle debate, and how AI agents are already reshaping markets, business management, and crypto adoption. We also cover tokenization, portfolio allocation, and why a 0% crypto weighting no longer makes sense.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

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
  • 0:58 - Why interest rates won't derail the AI-driven economy
  • 13:43 - Bitcoin, stocks & the money printing trade
  • 20:28 - Tokenization, AI agents & the next wave of investment opportunities
  • 22:42 - Bitcoin's path to $100K & the four-year cycle debate
  • 29:11 - AI agents are already changing how business gets done
  • 35:07 - Markets never sleep: how agents are reshaping trading
  • 38:06 - Managing AI agents like a team 
  • 46:01 - Using AI to cut through market fear 
  • 52:01 - Why every portfolio needs crypto exposure
Bitcoin to $1 Million?! | Jordi Visser29 Aug 202601:03:31

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 bitcoin's historic recovery and the key levels that matter, the fight between Kevin Warsh and Scott Bessent over interest rates, and why Jordi is rotating more of his money into Ethereum and Solana. We also discuss AI agents, tokenization, and just how high bitcoin could realistically go.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

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
  • 1:01 - Bitcoin's historic recovery & key levels to watch
  • 4:49 - South Korea & retail’s role in the bitcoin rally
  • 8:56 - Dogecoin, bitcoin & the fundamentally-driven move
  • 12:10 - Kevin Warsh, Scott Bessent & the fight over rates
  • 22:52 - An AI safety expert's surprising take on bitcoin
  • 28:05 - Nvidia's $1B a day & the AI infrastructure trade
  • 33:43 - Why Jordi left Wall Street for real-time information
  • 37:39 - Is Nvidia stock underpricing its own growth?
  • 41:20 - Scarcity, debasement & the bitcoin-gold correlation
  • 47:05 - Stablecoins, tokenization & bitcoin as store of value
  • 50:53 - How high can bitcoin go?
  • 1:01:04 - Jordi’s upcoming video
Bitcoin Is Going To $250,000 (Here's Why) | Arthur Hayes25 Aug 202600:52:00

Arthur Hayes is the CEO of Flop Labs and CIO of Maelstrom. In this conversation, we break down Treasury Secretary Scott Bessent's money printing playbook, the controversy around Stanley Druckenmiller's AI-written op-ed, and why bitcoin got overshadowed by the AI trade in 2025. We also discuss gold's next move, how Arthur allocates across bitcoin, gold, and public equities, and his new project tokenizing AI compute itself.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

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

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

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
  • 1:09: - Bessent, Treasury printing & Druckenmiller's op-ed
  • 7:21 - Bitcoin & gold's reaction to money printing signals
  • 10:06 - Real estate, land & inflation hedges
  • 12:55 - Bitcoin's next 12 months & why it lagged AI
  • 17:49 - Bitcoin adoption catalysts & sovereign buyers
  • 20:49 - Gold's outlook, portfolio allocation & public equities
  • 26:14 - Stablecoins, tokenization & real world assets
  • 30:15 - ETH will have a hater rally?
  • 31:47 - Hyperliquid & Arthur's most asymmetric bet 
  • 34:33 - Flop: tokenizing AI compute
  • 46:17 - Money printing, scarcity vs abundance & closing thoughts
The AI Safety Expert Reveals His #1 Fear! | Dr. Roman Yampolskiy24 Aug 202601:10:37

Dr. Roman Yampolskiy is a professor of computer science at the University of Louisville and one of the world's leading AI safety researchers, credited with coining the term "AI safety" over a decade ago. In this conversation, we break down why he believes superintelligence may be fundamentally uncontrollable, and the recent incidents of AI models hacking, lying, and blackmailing their way out of containment. We also get into the surprising relationship between AI and bitcoin, the collapse of trust from deepfakes, and what happens to jobs and society once we cross the AGI threshold.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

GalaxyOne is a financial technology platform built for people who want their cash working harder. Open an account with promo code POMP and deposit $10,000 to earn a $3,000 bonus. See site for promotion details → https://go.galaxy.app/HMiq/p57n69yy Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply.

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

  • 0:00 - Intro
  • 0:50 - Have we already hit AGI?
  • 2:51 - Why we can't control superintelligence
  • 5:14 - Could a global ban on superintelligence actually work?
  • 8:45 - Are AI labs really taking safety seriously?
  • 15:52 - Mass job loss & the economics of AGI
  • 22:03 - The surprising link between AI & bitcoin
  • 29:07 - A world of AI abundance, & why scarcity wins
  • 31:45 - AI watermarks, & the death of trust
  • 35:33 - Pros & Cons of physical AI world
  • 38:40 - What would it take to trust humanoid robot?
  • 39:50 - Brain computer interfaces: a good idea?
  • 42:25 - Rise & risks of deapfakes 
  • 49:40 - Controlling AI: Governments vs private companies
  • 54:07 - Open source vs closed, & the US vs China AI race
  • 57:34- Is bitcoin the one crypto project built to last?
  • 1:01:40 - Limitations of physical AI: bottlenecks & shortages 
  • 1:03:50 - Impact of healthcare with AI 11
  • 1:06:09 - What would it take to actually declare AGI?
  • 1:09:35 - How the public can help with AI safety 
Bitcoin Just Had Its Biggest Week In History | Jordi Visser 22 Aug 202600:58:23

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 bitcoin's explosive weekly surge and why this "sigma move" signals a real bull market. We also discuss the collision of AI and crypto, why bitcoin is the purest AI trade, Stripe and Ramp's battle to control AI model routers, and how to think about sizing bitcoin in your portfolio.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

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

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

  • 0:00 - Intro
  • 1:02 - Bitcoin's weekly surge & the "sigma week" behind it
  • 5:38 - The bitcoin vibe shift & intersection with AI 
  • 15:26 - Is multiple compression a warning sign for the market?
  • 19:03 - How much bitcoin should be in your portfolio?
  • 23:27 - Moderna, AI & the future of biotech
  • 29:20 - Stripe's OpenRouter deal & the fight for AI model routers
  • 34:13 - Are model routers a threat to Anthropic and OpenAI?
  • 44:00 - Why people fear data centers more than nuclear plants
  • 54:46 - Jordi's bitcoin call to arms 
Bitcoin’s Rally Today Just Confirmed Everything | Anthony & John Pompliano19 Aug 202600:24:21

Anthony & John Pompliano discuss the state of bitcoin at $64,000, why the price has stabilized, and what it will take to spark the next bull run. They also break down the exploding cost of AI adoption inside businesses, the national debt problem no president seems willing to fix, and where investors should be putting their capital right now.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

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 - Bitcoin at $64K, catalysts & future returns
  • 7:58 - Why every industry needs "bitcoiners"
  • 12:20 - National debt, government spending & why nothing changes
  • 17:24 - How much businesses are spending on AI
  • 20:30 - How to evaluate if AI is giving you ROI
  • 21:29 - Stocks, equities & conviction on AI
  • 23:16 - Year-end outlook
CEO Explains Why Bitcoin Is Digital Gold | Yoni Assia17 Aug 202600:42:03

Yoni Assia is the CEO and co-founder of eToro. In this conversation, we break down agentic trading and how AI is reshaping the platform, why bitcoin remains digital gold, eToro's move into tokenized equities, SpaceX IPO, and why eToro trades for less than 10x EBITDA.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

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  • 0:00 - Intro
  • 0:54 - Agentic trading: can AI manage your portfolio?
  • 7:37 - Tokenization & the Space-X IPO
  • 11:50 - Is crypto losing its ethos to Wall Street?
  • 13:51 - Bitcoin as digital gold
  • 14:58 - Why finance is moving to 24/7 blockchain markets
  • 19:26 - Trade Zero acquisition & going after active traders
  • 23:00 - Why eToro trades under 10x EBITDA
  • 28:10 - Building a financial super app
  • 30:25 - Tori: eToro's AI agent & collective intelligence
Bitcoin Wins By Simply Not Playing The Time Game | Jordi Visser15 Aug 202600:59:09

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 the AI trade already bottomed, how bitcoin fits into the future of markets, and why companies like Figure Technologies are outgrowing legacy banks like JPMorgan. We also discuss inflation, the AI IPO wave with Anthropic and OpenAI, and how AI is reshaping everyday life — from raising kids to running a household.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

GalaxyOne is a financial technology platform built for people who want their cash working harder. Open an account with promo code POMP and deposit $10,000 to earn a $3,000 bonus. See site for promotion details → https://go.galaxy.app/HMiq/p57n69yy Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply.

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

  • 0:00 - Intro
  • 0:50- Why stocks keep climbing despite AI fears
  • 2:41 - Jordy's AI portfolio & calling market bottoms
  • 7:05 - Inflation report & the Bayesian mindset
  • 11:27 - Figure Technologies & the tokenization boom
  • 19:47 - Why JPMorgan and legacy banks are at risk
  • 24:18 - Bitcoin is the "S&P 500 of ten years from now"
  • 26:14 - Anthropic, OpenAI & the AI IPO wave
  • 31:25 - AI goes mainstream: his wife & raising kids in the AI era
  • 42:43 - ICE deportations & the inflation debate
  • 47:47 - Politics, protests & the AI data center fight
  • 55:50 - Jordi’s weekly videos & how you can help him
The Hidden Cash Machine Wall Street Keeps Ignoring | George Arison13 Aug 202600:53:28

George Arison is the CEO of Grindr. In this conversation, we break down how AI has transformed Grindr's engineering team and product roadmap, the real "gay discount" baked into the stock price, and Grindr's fast-growing push into health. We also discuss the app's outsized role in gay relationships and safety risks abroad, and why efficiency — not headcount — is driving the company's next stage of growth.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

Figure’s $160k Community Appreciation (https://www.figure.com/crypto-community-appreciation/
T&Cs (https://www.figure.com/crypto-community-appreciation/disclosures/) 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 ~8.5% APY on real world assets. 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 http://figure.com/disclosures/

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

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
  • 1:27 - How AI is transforming Grindr's business & product
  • 5:13 - Life inside an AI-run engineering team
  • 12:04 - Using AI as a CEO 
  • 19:57 - The "gay discount" in Grindr's stock price
  • 25:27 - Grindr's growing health business
  • 31:01 - Grindr's global impact & safety risks abroad
  • 36:10 - Demographics of Grindr's user base
  • 39:34 - Marriage, kids, & Grindr's family policy push
  • 43:24 - Why Grindr's best days are still ahead
  • 47:47 - Cutting headcount & running a lean company
  • 51:34 - Where to find George & Grindr
Rent Control, Socialism, and the Fight to Save New York City | Reihan Salam12 Aug 202601:02:59

Reihan Salam is the President of the Manhattan Institute. In this conversation, we break down what's driving New York City's affordability crisis — from decades of rent control and restrictive zoning to a failing public education system. We also discuss the burnout crisis in law enforcement, immigration and assimilation, the rise of the DSA and socialism among young Americans, and how AI, bitcoin, and capitalism can restore opportunity and rebuild the American dream.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

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
  • 1:30 - NYC affordability crisis & rent control
  • 12:10 - Failing government services & public education
  • 23:03 - Police, fire & law enforcement struggles
  • 29:36 - Immigration, assimilation & the welfare state
  • 38:30 - Rise of the DSA & socialism among young Americans
  • 49:42 - AI, bitcoin & the future of capitalism
  • 58:17 - Manhattan Institute's mission & building a better future
Bitcoin: Why This NBA Champion Buys Every Single Day | Tristan Thompson11 Aug 202600:24:07

Tristan Thompson is an NBA champion with the Cleveland Cavaliers who's become a hands-on tech investor and operator. In this conversation, we break down how AI and analytics are reshaping professional sports, how he evaluates AI startups without getting caught in the hype, and why he's bullish on bitcoin, SpaceX, and prediction markets. We also dig into financial literacy and building real wealth after your playing career ends.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

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
  • 0:51 - How AI & tech are transforming pro sports
  • 5:37 - Transitioning from NBA champion to tech investor
  • 8:49 - How Tristan evaluates AI investments
  • 12:51 - Why Tristan is bullish on bitcoin
  • 17:30 - Prediction markets & sports gambling
  • 19:10 - Financial literacy & his legacy beyond basketball
  • 21:48 - A company he's really excited about 
Bitcoin Is About to Explode — The Fed Just Ran Out of Tools | Jordi Visser08 Aug 202600:47:30

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 the last two weeks may be the most important stretch in bitcoin's history, the US-Japan yen intervention, and a weakening labor market. We also discuss the AI stock rebound, physical AI and Tesla's Terafab, Google's talent exodus, and how to value SpaceX.

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

GalaxyOne is a financial technology platform built for people who want their cash working harder. Open an account with promo code POMP and deposit $10,000 to earn a $3,000 bonus. See site for promotion details → https://go.galaxy.app/HMiq/p57n69yy Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

  • 0:00 - Intro
  • 0:54 - Why the last two weeks may be the most important in Bitcoin's history
  • 8:17 - What should the Fed do next?
  • 13:39 - AI stocks bounce hard: was that the bottom?
  • 21:40 - Physical AI: Hadrian, Tesla's Terafab & the compute race
  • 25:57 - How to position your portfolio for the compute boom
  • 33:26 - What frontier models get wrong (and why big companies move slow)
  • 38:40 - Google's talent exodus: is the stock at risk?
  • 41:23 - Does calendar seasonality still matter?
  • 42:43 - Valuing SpaceX: the compute business vs. the space hype
  • 44:42 - What's coming in Jordi's video this week
What the Cold Card Hack Really Means for Bitcoin | Tillman Holloway & Andrew Parish05 Aug 202600:48:11

Tillman Holloway is the Co-Founder & CEO of Arch Public, and Andrew Parish is the Co-Founder & COO. In this conversation, we break down the Cold Card hack and what it means for bitcoin self-custody, why bitcoin barely moved despite $100 million in losses, the Leopold hedge fund blowup, and the race between closed and open source AI. We also discuss why Apple could win the AI trade, agentic trading, and give away a Rolex watch.

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

REGISTER FOR GIVEAWAY: ⁠https://us06web.zoom.us/webinar/register/WN_wbG3f5swRnSYJ_5eaKz2BQ#/registration

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

Figure’s $160k Community Appreciation (https://www.figure.com/crypto-community-appreciation/
T&Cs (https://www.figure.com/crypto-community-appreciation/disclosures/) 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 ~8.5% APY on real world assets. 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 http://figure.com/disclosures/

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

BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $2,000 in rewards.

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

  • 0:00 - Intro
  • 1:00 - Cold Card hack & the future of bitcoin self-custody
  • 17:22 - How to enter the Rolex giveaway 
  • 19:56 - The rise of agentic trading 
  • 23:33 - The Leopold hedge fund blowup
  • 32:01 - Chinese vs American open source AI models
  • 40:11 - Andrew's hot take: Apple wins the AI race
  • 44:12 - The biggest risk in AI and agentic trading
  • 47:18 - Final thoughts & how to enter the Rolex giveaway
The Bitcoin Truth Wall Street Doesn't Want You to Hear | Nancy Beaton03 Aug 202600:27:48

Nancy Beaton is the President of Retail at Uphold. In this conversation, we play devil's advocate on the biggest crypto critiques — from crypto losing its "outside the system" ethos to custodial risk and the Clarity Act. We also discuss tokenized securities, what her users are actually demanding, and where bitcoin and blockchain adoption are headed over the next decade.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

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
  • 0:54 - Is crypto still outside the legacy financial system?
  • 5:52 - Tokenizing everything & frictionless trading
  • 7:38 - Custodial vs. non-custodial
  • 11:06 - The Clarity Act & regulatory clarity
  • 12:51 - What keeps Nancy up at night?
  • 14:38 - Killer use cases for the next five years
  • 16:28 - Crypto-native products vs. tokenizing traditional finance
  • 18:43 - Are crypto investors actually high risk?
  • 22:09 - Big predictions for the next ten years
  • 25:01 - What's overhyped in crypto right now?
  • 26:25 - Where to find Nancy & Uphold
Bitcoin Is The Best Hedge Fund That's Ever Existed | Jordi Visser01 Aug 202600:59:50

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 Leopold Aschenbrenner hedge fund unwind, the market crashes in South Korea and Japan, Kevin Warsh and the Fed's next move, and the case for compute scarcity as AI demand outpaces supply. We also discuss tokenization and why bitcoin remains the ultimate hedge and store of value in a world being reshaped by AI.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

Figure’s $160k Community Appreciation (https://www.figure.com/crypto-community-appreciation/
T&Cs (https://www.figure.com/crypto-community-appreciation/disclosures/) 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 ~8.5% APY on real world assets.
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 http://figure.com/disclosures/

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

  • 0:00 - Intro
  • 0:48 - Leopold's fund unwind & lessons from past blowups
  • 9:21 - Hedge fund leverage & how AI is reshaping market structure
  • 11:45 - Korea & Japan's market collapse
  • 13:56 - AI will destroy all public companies?
  • 15:20 - The bull case for hyperscalers & compute scarcity
  • 27:44 - Why bitcoin is the best hedge fund ever
  • 29:12 - Kevin Warsh & the Fed
  • 33:48 - Does this help Wall Street or Main Street?
  • 36:47- Advice for a 25-year-old starting their career today
  • 41:18 - Bitcoin & the rest of crypto industry
  • 48:52 - Migration, digital money & the breakdown of borders
  • 57:56 - What Jordi is covering in his next video
The Fed's Latest Move Just Changed Everything | Darius Dale30 Jul 202600:34:08

Darius Dale is the founder and CEO of 42 Macro. In this conversation, we break down what the Fed should do next, how money printing quietly erodes your purchasing power, Kevin Warsh's plan to reshape the Fed, what history says happens to economies as K-shaped as ours, and what gives Darius hope for the future.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

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.

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

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
  • 0:56 - What the Fed should do vs. what they will do
  • 7:19 - Dollar debasement: pricing assets in "units of dollars"
  • 11:29 - Kevin Warsh, ending forward guidance, & AI-driven disinflation
  • 18:29 - Red states vs. blue states: fixing the K-shaped economy
  • 26:53 - Explicit vs. implicit socialism & the Wealth Pump theory
  • 32:01 - What gives Darius hope for the future
Why Bitcoin Wins No Matter What Congress Does | Anthony & Polina Pompliano28 Jul 202600:42:05

Anthony and Polina Pompliano discuss  why socialism — both explicit and implicit — is the biggest threat to investor portfolios, and why the economy feels painful despite the stock market hitting all-time highs. We also discuss bitcoin, the Clarity Act, and Google's AI spending bet.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at ( https://partner.blofin.com/d/Pomp ).

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

BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $2,000 in rewards.

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

  • 0:00 - Intro
  • 0:52 - Interest rates, the Fed & the economy
  • 6:28 - Why socialism is the #1 threat to investors
  • 15:26 - Bitcoin price update & the Clarity Act
  • 23:56 - AI's business model & Google's big bet
  • 34:12 - Market sentiment, the cost-of-living crisis & gambling addiction
  • 41:37 - Closing message: be nice
Wall Street's Top AI Bull Reveals the Real Bottleneck (It's Not Chips) | Dan Ives27 Jul 202600:38:55

Dan Ives is the Partner and Senior Managing Director at Yorkville Ives, a new merchant bank he's building. In this conversation, we break down the AI trade—Chinese open-source models, Anthropic's slowing revenue growth, the biggest bottlenecks in chips, memory, and energy, and the political battles over data centers.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

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/

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

This episode is brought to you by TikTok for Business. If you run a company, your next wave of customers may already be on TikTok. With more than 200 million monthly active users in the U.S. and 51% unique reach, TikTok gives brands access to audiences they can't reach anywhere else. Learn how to turn that reach into growth at TikTok for Business ( https://anthonypompliano.splashthat.com/ )

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

  • 0:00 - Intro
  • 0:51 - Chinese vs American open-source models, & the Anthropic IP lawsuit
  • 4:36 - Falling model costs and the pricing war
  • 5:55 - Cultural bias baked into Chinese AI models?
  • 7:44 - Will AI models eat the whole stack? 
  • 11:20 - Specialized AI workflows & model routing
  • 14:00 - Mag 7 free cash flow vs. exploding semiconductor revenue
  • 17:37 - The real AI bottlenecks: memory chips, data centers & energy
  • 30:13 - Anthropic's revenue growth is slowing — should investors worry?
  • 31:17 - Why Dan is leaving Wall Street to build Yorkville Ives
  • 34:32 - Dan's AI market predictions & closing thoughts
Bitcoin's Turn Is Next — The Easy Money AI Trade Is Over? | Jordi Visser25 Jul 202600:53:30

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 AI trade — Chinese open-source models catching up, Google's massive CapEx bet, and the memory shortage bottlenecking it all. We also cover Travis Kalanick's stealth robotics empire, what AGI in three years means for jobs and the Fed, and where Bitcoin, Ethereum, and the Clarity Act go next.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

This episode is brought to you by TikTok for Business. If you run a company, your next wave of customers may already be on TikTok. With more than 200 million monthly active users in the U.S. and 51% unique reach, TikTok gives brands access to audiences they can't reach anywhere else. Learn how to turn that reach into growth at TikTok for Business ( https://anthonypompliano.splashthat.com/ )

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

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
  • 0:48 - Chinese open-source AI models & the risk to portfolios
  • 12:10 - Google's massive CapEx bet & the odds it pays off
  • 16:53 - Anthropic's growth slowdown & the shift to token efficiency
  • 19:39 - The memory & compute shortage
  • 29:00 - Travis Kalanick's stealth robotics & ghost-kitchen empire
  • 40:06 - The Fed & rate policy
  • 43:23 - Bitcoin's setup & why the "easy" AI trade is over
  • 50:36 - Jordi's prompting method for AI research & upcoming video
Bitcoin Debate: Pomp DESTROYS Peter Schiff23 Jul 202601:22:17

Peter Schiff is the host of The Peter Schiff Show podcast and a longtime economist and gold advocate. In this conversation, we break down real inflation versus the official CPI, the Fed's political motivations, and whether AI and tariffs are inflationary or deflationary. We also cover the Iran war's impact on oil, Social Security's looming collapse, and a five-year bet on bitcoin versus gold.

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

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/

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

Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at ( https://partner.blofin.com/d/Pomp ).

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

This episode is brought to you by mogul ( https://www.mogul.club/pomp ). Deloitte estimates that $4 trillion of real estate will move onto the blockchain over the next decade. Through tokenized residential real estate, mogul gives investors access to professionally managed properties with targeted yields, monthly rent payouts, and potential tax benefits — all without the headaches of being a landlord. Learn more and claim a special offer at https://www.mogul.club/pomp . See important disclosures at disclaimer.mogul.club.

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

  • 0:00 - Intro
  • 0:50 - How high is inflation really right now?
  • 14:36 - AI, robotics, tariffs & deportations: deflationary or not?
  • 25:24 - Will the Iran war make inflation worse?
  • 33:40 - Could inflation hit double digits? (Trump vs. Biden blame)
  • 40:29 - Social Security's looming collapse
  • 50:14 - Does Peter Schiff own bitcoin?
  • 52:43 - Bitcoin vs. gold: the real performance numbers
  • 1:00:45 - The bitcoin vs. gold bet
  • 1:05:40 - The "Crazy Uncle Portfolio"
  • 1:10:02 - What's actually in Peter Schiff's portfolio?
  • 1:18:54 - Outro
Why No Company Will Win the AI War: The "Rebel Alliance" Thesis | Nick Grossman20 Jul 202600:51:37

Nick Grossman is a General Partner at Union Square Ventures. In this conversation, we break down his "Rebel Alliance" thesis for AI — why he believes the industry is too big for one or two companies to dominate. We also discuss USV's internal multi-agent platform, model routing economics, AI's growing role in venture capital and financial markets, data privacy risks, and what happens to jobs and society as agents get smarter.

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

BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $2,000 in rewards.

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

Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at ( https://partner.blofin.com/d/Pomp ).

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

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

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

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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

  • 0:00 - Intro
  • 0:42 - The "Rebel Alliance" thesis: why one company won't dominate AI
  • 7:15 - General-purpose vs. specialized models in USV's portfolio
  • 8:40 - Compute costs & the rise of model routing
  • 11:14 - Inside USV's internal multi-agent system
  • 16:25 - AI's role in venture capital & autonomous investing
  • 22:50 - How AI reshapes market signals & information edges
  • 27:06 - Apps building models & the fight over your data
  • 35:31 - Five-year outlook for the AI stack
  • 37:57 - US vs. China: the "philosophy" of AI models
  • 40:30 - Personalized AI & where the Rebel Alliance thesis plays
  • 43:53 - The dark side: jobs, data centers & society
  • 47:44 - AI as a personal superpower & neural implants
Bitcoin's Next Move Depends On One Fed Decision | Jordi Visser18 Jul 202600:50:16

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 AI stock slowdown, why China's new Kimi K3 model is upending the AI trade, and the hidden cultural bias baked into these systems. We also discuss the cooler inflation report, Fed Chair Kevin Warsh's early moves, bitcoin's reaction, and why robotics could be the next big AI trade.

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This episode is brought to you by TikTok for Business. If you run a company, your next wave of customers may already be on TikTok. With more than 200 million monthly active users in the U.S. and 51% unique reach, TikTok gives brands access to audiences they can't reach anywhere else. Learn how to turn that reach into growth at TikTok for Business ( https://anthonypompliano.splashthat.com/ )

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Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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  • 0:00 - Intro
  • 0:50 - AI stock unwind & the summer slowdown
  • 5:45 - Framework for picking AI winners
  • 7:1 3 - China's Kimi K3 & open source vs. closed models
  • 11:09 - Model routers & how many models is too many?
  • 17:46 - The hidden "cultural weights" in AI models
  • 22:37 - Inflation report & Fed reaction 
  • 32:28 - Bitcoin's reaction & crypto allocation
  • 39:26 - Nasdaq outlook & where he's avoiding
  • 45:09 - Software stocks & what is the next trade?
Why Elon Wants to Put Data Centers in Space | Ramez Naam16 Jul 202600:43:35

Ramez Naam is an investor at Planetary VC and a longtime clean energy and AI expert. In this conversation, we break down the energy bottleneck constraining AI growth — from gas turbines and batteries to floating ocean data centers and Elon's orbital data center ambitions. We also cover why bitcoin miners are pivoting to AI infrastructure, general vs. narrow superintelligence, and the data bottleneck reshaping AI training.

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

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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
  • 1:03 - Why power is the real bottleneck for AI & solutions
  • 7:35 - Elon's orbital data center thesis
  • 11:17 - Cooling & maintenance challenges in space
  • 15:06 - Panthalassa: floating ocean data centers
  • 19:16 - Base Power & Texas deregulated grid
  • 21:30 - Giga Energy: from bitcoin mining to AI infrastructure
  • 22:44 - American Consolidated Electric & supple chain bottlenecks
  • 24:58 - General vs. narrow superintelligence
  • 33:02 - Where untapped data lives & building a data moat
  • 36:47 - Token costs, open source models & model routing
  • 41:53 - What is the mission Ramez is going after?
Chief Economist: Inflation Has Peaked — Here's What Happens To Bitcoin Next | Stephanie Roth15 Jul 202600:45:32

Stephanie Roth is the Chief Economist at Wolfe Research. In this conversation, we break down whether inflation has peaked, why tariffs, AI chip shortages, and the Iran war are driving short-term prices, and why consumers feel poor despite a resilient economy. We also cover trust in government data, incoming Fed chair Kevin Warsh, the 2026 IPO wave, and the bitcoin and gold debasement trade.

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

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Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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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

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  • 0:00 - Intro
  • 1:03 - Has inflation peaked? Tariffs, AI & energy price drivers
  • 5:14 - Why consumers feel poor despite a strong economy
  • 7:43 - Can you trust government economic data?
  • 13:54 - Housing affordability & why NYC rent hit an all-time high
  • 17:43 - Return to office, commutes & worker productivity
  • 21:37 - Kevin Warsh takes over the Fed — what's changed?
  • 30:57 - Could the Fed cut rates to influence the 2026 election?
  • 35:42 - The mega IPO wave & the AI bubble question
  • 41:32 - What happened to the bitcoin & gold debasement trade?
  • 43:00 - What keeps a chief economist up at night?
Jake Paul's Business Partner on Bitcoin, AI & the Next Trillion-Dollar Trade | Geoff Woo13 Jul 202601:29:25

Geoff Woo is the co-founder and managing partner of Anti Fund and a co-founder of Ketone-IQ and Archive. In this conversation, we break down choke points and information asymmetry — how smart money hunts for bottlenecks in AI, semiconductors, tungsten, and power. We also cover defense tech, humanoid robots, biohacking, Trump's aura in the Oval Office, and where bitcoin fits into Geoff's portfolio after 13 years of holding.

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

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This episode is brought to you by mogul ( https://www.mogul.club/pomp ). Deloitte estimates that $4 trillion of real estate will move onto the blockchain over the next decade. Through tokenized residential real estate, mogul gives investors access to professionally managed properties with targeted yields, monthly rent payouts, and potential tax benefits — all without the headaches of being a landlord. Learn more and claim a special offer at https://www.mogul.club/pomp See important disclosures at disclaimer.mogul.club.

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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.

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

  • 0:00 - Intro
  • 1:00 - Why VCs are hunting for choke points in every industry
  • 4:45 - Can OpenAI & Anthropic crush every AI startup?
  • 13:40 - How Geoff uses AI daily & the tungsten choke point
  • 17:43 - Investing across public & private markets
  • 25:48 - The memory trade, CapEx & the power/fusion bet
  • 33:07 - How top investors like Peter Thiel play every trend at once
  • 35:03 - Inside Anti Fund's defense thesis
  • 39:50 - AI, robots & the ethics of force
  • 45:15 - The Waymo & teenagers story
  • 52:18 - Facial recognition & the end of privacy
  • 54:44 - Neuralink vs ultrasound brain-computer interfaces
  • 57:05 - Biohacking, sleep & the future of longevity
  • 1:06:33 - Gambling, hustle culture & internet fame
  • 1:22:20 - Geoff's honest take on bitcoin
  • 1:26:19 - Where to find Anti Fund
Has Bitcoin Hit The Bottom? | Jordi Visser11 Jul 202600:52:25

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 he thinks the AI mid-cycle slowdown is over, why he's turning bullish on bitcoin, tokenization and stablecoins. We also cover the Fed's July rate decision and where he's finding value in gold, silver, and regional banks.

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

Turn every conversation into a searchable business asset with PLAUD NotePro. Visit https://Plaud.ai/pomp  and use code POMP for 15% off.

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

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.

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

This episode is brought to you by mogul ( https://www.mogul.club/pomp ). Deloitte estimates that $4 trillion of real estate will move onto the blockchain over the next decade. Through tokenized residential real estate, mogul gives investors access to professionally managed properties with targeted yields, monthly rent payouts, and potential tax benefits — all without the headaches of being a landlord. Learn more and claim a special offer at https://www.mogul.club/pomp . See important disclosures at disclaimer.mogul.club.

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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.

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

  • 0:00 - Intro
  • 0:42 - Grok vs. Meta's AI price war why cheaper AI won't cut spend
  • 10:03 - Apple's Siri stumble & price hikes
  • 14:50 - Using Grok in a Tesla
  • 17:28 - Short sellers, Samsung's earnings & the mid-cycle slowdown
  • 23:34 - Why Jordi is turning bullish on bitcoin 
  • 29:55 - Tokenization, stablecoins & the AI-crypto nexus
  • 33:33 - Michael Saylor's Bitcoin sale — does it matter?
  • 38:02 - Where else Jordi is deploying capital
  • 42:04 - Does the Iran war actually matter for markets?
  • 45:00 - The new robotic hand demo that changed everything
  • 50:18 - Jordi’s upcoming video
INSANE Examples of Tech Invading Our Lives | Kevin Clancy09 Jul 202601:22:36

Kevin Clancy, better known as KFC, is one of the original voices of Barstool Sports and former host of KFC Radio. In this conversation, we break down how technology and AI are quietly reshaping everyday life — from self-driving cars, surveillance camera, Neuralink, humanoid robots, and AI catching medical mistakes doctors missed. We also get into the affordability crisis facing younger generations, the wild early days of Barstool, and why scarce assets like bitcoin and gold still matter in a world of abundance.

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

This episode is brought to you by TikTok for Business. If you run a company, your next wave of customers may already be on TikTok. With more than 200 million monthly active users in the U.S. and 51% unique reach, TikTok gives brands access to audiences they can't reach anywhere else. Learn how to turn that reach into growth at TikTok for Business ( https://anthonypompliano.splashthat.com/ )

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

  • 0:00 - Intro
  • 0:59 - Waymo "arrests" teens: the self-driving surveillance case
  • 5:03 - Flock cameras, Ring cameras & the rise of constant surveillance
  • 12:07 - Youth sports & the money behind it
  • 19:10 - Body cams, cop shootings & the truth technology reveals
  • 23:49 - The affordability crisis: housing, salaries & the American dream
  • 33:56 - Kevin's path from Deloitte to Barstool
  • 36:50 - Algorithms, authenticity & the death of discovery in podcasting
  • 45:00 - AI catching what doctors missed & the rise of humanoid robots
  • 53:08 - Neuralink, brain implants & joining the hive mind
  • 1:00:46 - Psychedelics, ignorance as bliss & wanting to unplug
  • 1:04:21 - The 2022 crash & envying the simple life
  • 1:08:16 - Barstool's origin story
  • 1:14:42 - Private equity, scarcity & the bitcoin "crazy uncle portfolio"
How To Invest In OpenAI and Anthropic Before They Go Public | Ankur Nagpal07 Jul 202600:43:37

Ankur Nagpal is the GP of USVC, a publicly accessible venture capital fund. In this conversation, we break down how retail investors can now access private markets like OpenAI, Anthropic, and SpaceX for as little as $500, and the controversy around USVC's Anduril investment, portfolio strategy, QSBS, tax alpha, and what it means to build wealth in America. 

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

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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.

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

  • 0:00 - Intro
  • 1:07 - The case for & against private market investing
  • 9:27 - Inside USVC's fund structure (open to anyone with $500)
  • 12:59 - What's in the USVC portfolio right now
  • 14:44 - The Anduril SPV controversy explained
  • 19:38 - Buying out LP stakes in venture funds
  • 23:42 - Private markets vs S&P
  • 25:34 - Lessons from AngelList's data on portfolio construction 
  • 30:44 - Why AI is no longer just a category & due diligence 
  • 34:16 - Biggest risks & tax alpha with USVC
  • 39:22 - Sticking to the plan amid market change
  • 40:43 - Working with Naval and what America means to Ankur
Everyone Gave Up On Bitcoin At Exactly The Wrong Time | Jordi Visser04 Jul 202600:55:11

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 AI mid-cycle slowdown, the Fed under Warsh and what rate cuts could mean for markets, the $90 trillion AI infrastructure buildout, memory and Micron's role in the AI bottleneck, and why Jordi believes bitcoin is positioned to be the best performing assets once the negatives of AI start to show up.

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

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

Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at ( https://partner.blofin.com/d/Pomp ).

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

This episode is brought to you by mogul ( https://www.mogul.club/pomp ). Deloitte estimates that $4 trillion of real estate will move onto the blockchain over the next decade. Through tokenized residential real estate, mogul gives investors access to professionally managed properties with targeted yields, monthly rent payouts, and potential tax benefits — all without the headaches of being a landlord. Learn more and claim a special offer at https://www.mogul.club/pomp . See important disclosures at disclaimer.mogul.club.

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

  • 0:00 - Intro
  • 1:20 - Has bitcoin bottomed? 
  • 6:03 - Bitcoin vs the Mag 7: is the correlation breaking?
  • 9:00 - Sam Altman, OpenAI & the government getting involved
  • 11:11 - American open source vs Chinese AI models
  • 14:28 - AI compute demand & the infrastructure buildout
  • 20:37 - AI slowdown: how bad, how long?
  • 22:44 - Where do markets go from here? 
  • 27:30 - AI agents in the workplace & security risk
  • 34:50 - Memory, Micron & the AI bottleneck
  • 39:53 - The next 10-20 years: robots, AI & society
  • 44:18 - The Fed, rate cuts & inflation's impact on AI
  • 49:55 - Why bitcoin wins in the end
Dave Portnoy GOES OFF On Bitcoin, AI, Socialism & Being Fired From Barstool30 Jun 202600:57:11

Dave Portnoy is the founder of Barstool Sports and author of Cancel Me If You Can. In this conversation, we break down how ESPN tried to force him out of his own company and how he engineered the legendary $1 buyback, his days as "Davey Day Trader" during Covid and the GameStop saga, his history with Bitcoin and crypto, and why he's considering running for mayor of New York City.

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

Turn every conversation into a searchable business asset with PLAUD NotePro. Visit https://Plaud.ai/pomp and use code POMP for 15% off.

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

BitcoinIRA: Save up to 37% in capital gains taxes on your retirement investments. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to lp.bitcoinira.com/after-crypto to win up to $4,000 in rewards.

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

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.

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

  • 0:00 - Intro
  • 0:52 - How ESPN tried to fire Dave from his own company & the $1 buyback
  • 12:47 - How Pomp and Dave first met & the Barstool Finance deal
  • 14:55 - Davey Day Trader, Covid, & going to war with Wall Street
  • 18:33 - GameStop & Steve Cohen
  • 23:30 - Barstool's content model & talent machine
  • 29:45 - The Business Insider hit piece
  • 34:05 - Running for mayor of New York City
  • 37:36 - How many houses does Dave have?
  • 39:26 - AI and the future of content
  • 41:51 - His ex-wife & the bank account story
  • 44:12 - Bitcoin — bad trades, losses, & where he stands now
  • 47:32 - Crazy Barstool moments
  • 54:35 - The new book "Cancel Me If You Can"
© My Podcast Data · Independent project · Data from Apple & Spotify