The Pomp Podcast

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.

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

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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• 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

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.

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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 ).

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

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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
• 0:42 - 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

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

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 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/ )

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

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
• 0:50 - 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?

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.

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

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

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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

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

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?

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!

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

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
• 1:03 - 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?

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.

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

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 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.

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

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

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.

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

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

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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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
• 0:59 - 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"

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. 

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

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).

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

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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

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.

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

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
• 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