The Pomp Podcast

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.

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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
• 1:30 - 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

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.

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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!

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

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.

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• 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 

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.

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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.

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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!

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

• 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

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.

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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/

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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.

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• 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

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.

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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!

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

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

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.

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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!

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

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/

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• 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

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.

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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!

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

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

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.

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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!

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

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

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.

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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 ~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/ )

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• 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

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