The Pomp Podcast

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 $6 billion Binance hack and what it means for bitcoin, the rise of AI-driven cyber attacks, Anthropic’s S-1, Microsoft’s 60,000-person buyout offer, and Eli Lilly’s record quarter. We also discuss interest rates, the AI bubble debate, and why Jordi believes bitcoin is the purest AI 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!

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

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.

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

Today's episode is sponsored by Abra. Hold bitcoin with a plan: explore bitcoin-backed borrowing for liquidity or a BTC-denominated yield strategy managed by Abra Capital Management. Learn about options, terms, and risks at abra.com/pomp. Borrowing may trigger liquidation; investment strategies may lose principal.
Paid sponsorship. Not investment advice.

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• 0:00 - Intro
• 0:56 - Binance $6B hack & AI cyber threats
• 9:13 - Bitcoin volatility, tokenization & key price levels
• 13:32 - FTX parallels: is the bottom in?
• 21:15 - AI bubble fears vs exploding fundamentals
• 24:15 - Microsoft’s 60,000 buyouts & labor vs capital
• 29:11 - Anthropic S-1 & why bitcoin is the purest AI trade
• 34:06 - Private market valuations & slow AI adoption
• 38:41 - Eli Lilly’s record quarter
• 48:29 - Cybersecurity stocks & Palantir
• 49:37 - AI use cases & Silvia Legacy

Polina Pompliano is the founder of The Profile, where she writes long-form profiles of the world’s most successful people. In this conversation, we break down bitcoin’s recent sell-off and why the bears are a bullish signal, the Anthropic IPO and its long-term benefit trust, and why AI abundance makes scarce assets more valuable. We also discuss kung fu robots, AI psychosis, and why laser eyes might blind you.

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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!

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

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/

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

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.

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

Today's episode is sponsored by Abra. Hold bitcoin with a plan: explore bitcoin-backed borrowing for liquidity or a BTC-denominated yield strategy managed by Abra Capital Management. Learn about options, terms, and risks at https://www.abra.com/pomp. Borrowing may trigger liquidation; investment strategies may lose principal.
Paid sponsorship. Not investment advice.

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

• 0:00 - Intro

• 0:58 - Is bitcoin going to zero? Bear market & Q4 outlook

• 7:44 - Is AI stealing capital from bitcoin?

• 13:01 - Anthropic IPO & why AI is bullish for bitcoin

• 14:26 - Ad Ends

• 17:58 - Anthropic’s public benefit shares vs Elon & Michael Dell

• 22:30 - Who is Buddy Shah?

• 25:38 - AI regulation, profits vs humanity

• 32:58 - Should we fear kung fu robots?

• 34:49 - How AI impacted our family & privacy fears

• 41:07 - Separating products from the BS

• 45:39 - AI psychosis & Pomp’s biggest bitcoin regret

• 52:20 - Ambition vs delusion

Ryan Detrick is the Chief Market Strategist at Carson Group and co-host of the Facts vs Feelings podcast. In this conversation, we break down why October weakness is normal, what midterm election history says about stocks, and why the rally is spreading beyond tech. We also discuss AI spending risks, the Fed, record cash on the sidelines, and where bitcoin and gold fit in a 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!

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

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
• 1:17 - October weakness & the Q4 setup
• 5:18 - Money rotating out of tech into the broader market?
• 7:05 - Nvidia valuations & earnings growth
• 8:28 - Big Tech’s AI spending risks & how to play tech
• 12:53 - Record cash on the sidelines & midterm stats
• 15:05 - The buying thrust signal
• 16:37 - Fed outlook & does it matter?
• 18:46 - Earnings & consumer strength
• 21:51 - Bitcoin, gold & land
• 23:40 - Rising yields & digital credit
• 26:25 - Q4 outlook

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 Chamath’s claim that bitcoin is going to zero, the real quantum computing risk, the historic hedge fund unwind, and why AI is now smarter than all of us. We also discuss using AI as a life coach, genetically modified war dogs, and why Eli Lilly could become the biggest company in America.

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

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!

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

Today's episode is sponsored by Abra. Hold bitcoin with a plan: explore bitcoin-backed borrowing for liquidity or a BTC-denominated yield strategy managed by Abra Capital Management. Learn about options, terms, and risks at abra.com/pomp. Borrowing may trigger liquidation; investment strategies may lose principal. Paid sponsorship. Not investment advice.

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

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
• 1:01 - Chamath says bitcoin is going to zero (is quantum a real threat?)
• 10:55 - Marc Andreessen on why people over 35 fear new technology
• 14:30 - The historic hedge fund unwind & what’s driving the AI sell-off
• 20:03 - AI is now smarter than you (using Grok to sell real estate)
• 23:57 - Top law schools are banning AI & what it means for your kids
• 28:48 - Active vs passive AI usage & running a company on AI agents
• 34:06 - How to use AI as a weekly life coach
• 39:53 - Building shared AI memory
• 43:28 - Warp Sciences, Palmer Luckey & genetically modified war dogs
• 46:21 - Why Eli Lilly will become the biggest company in America

Dan Ives is a partner at Yorkville Ives and one of Wall Street’s most-followed tech analysts. In this conversation, we break down what he saw on the ground in Korea and why he thinks the AI bears are wrong. We also discuss the potential Tesla and SpaceX merger, CoreWeave and AI debt fears, the midterms, interest rates, and where the stock market 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!

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

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/

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

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
• 1:08 - Report from Korea & AI chip demand
• 4:51 - Market sell-off & what the AI bears get right
• 9:25 - Why Wall Street is underestimating AI growth
• 15:06 - Midterms & data centers 
• 16:46 - Rate hikes, CoreWeave & Oracle debt
• 19:00 - What could slow AI demand?
• 20:53 - Tesla & SpaceX merger
• 33:06 - How investors are playing the merger
• 35:52 - Market concentration, earnings & the bear narratives
• 41:34 - AI agents & the future of investing
• 45:22 - Political risk & a message to the bears

Moez Kassam is the co-founder and CEO of Anson Funds, one of Canada’s top-performing hedge funds. In this conversation, we break down how he trades hype and momentum, why he went from bitcoin deals to bitcoin believer, and the lessons from putting $1 billion into bitcoin treasury companies. We also discuss the AI trade, Korea’s memory boom, long activism, prediction markets, and SPACs.

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

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.

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

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.

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

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
• 1:11 - Chasing hype, momentum & dealmaking
• 6:34 - Bitcoin: from deals to believer
• 9:02 - Bitcoin treasury companies & Strive’s preferred
• 15:40 - AI hype & sky-high valuations
• 17:53 - Private AI deals, tokenized stocks & 24/7 trading
• 21:23 - Trading against ChatGPT
• 24:50 - Finding your edge (SpaceX vs small caps)
• 28:46 - Korea, memory stocks & record put buying
• 34:27 - Short selling vs long activism
• 42:35 - Why Moderna could fall
• 45:16 - Prediction markets & social media sentiment
• 51:44 - Space & SPACs
• 54:56 - Canada, trade wars & funding Olympians

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 hedge funds are blowing up, the lessons from LTCM, and how tokenization could reshape the entire industry. We also discuss why bitcoin is holding strong, why CPI doesn’t matter anymore, whether Anthropic’s growth is slowing, and Elon’s flying car.

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

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/

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

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 - What LTCM teaches us about today’s market
• 14:10 - Tokenization & the death of hedge funds
• 17:40 - Why bitcoin is holding strong
• 23:33 - AI is offense, bitcoin is defense
• 26:47 - When bitcoin’s next rally happens
• 29:38 - Why CPI doesn’t matter anymore
• 35:59 - Debate: is Anthropic’s growth slowing?
• 54:02 - Elon’s flying car & a Tesla SpaceX merger
• 57:26 - AI capital needs & market liquidity

Eric Jackson is the founder of EMJ Capital and the investor behind the high-profile Carvana and Opendoor calls. This was recorded live at the Silvia Investor Summit in New York. In this conversation, we break down the rise of the retail investor, how he uses AI in his research, and what he saw inside Hut 8’s massive AI data center campus. We also discuss his AI-powered bitcoin model, when to sell, and using AI to beat prediction 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!

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

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
• 0:25 - Why public companies now care about retail investors
• 3:55 - How Eric uses AI for investment research
• 6:21 - Inside Hut 8’s massive AI data center build
• 15:57 - Building conviction on misunderstood stocks
• 18:10 - Eric’s daily routine & the Drake videos
• 21:48 - Portfolio construction, small caps & crypto
• 24:18 - How to know when to sell
• 25:35 - AI bitcoin model: bull, or bear market?
• 28:31 - Beating prediction markets with AI

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

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