The Pomp Podcast

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.

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• 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"

Avi Feldman is a former hedge fund manager and host of the 1000x Podcast. In this conversation, we discuss why he sold all of his bitcoin and crypto after nearly a decade in the industry, how he's thinking about the AI trade and what comes after the memory stock boom, why he believes the financialization of everyday life is accelerating, his current positions in biotech, defense, rare earth minerals, and the psychology of trading in volatile markets.

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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.

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Bitget is the world's largest Universal Exchange (UEX), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets. Bitget’s Stocks 2.0 brings 500 major equities and ETFs (like Tesla and NVIDIA) directly to your portfolio. Enjoy 1:1 mapping, deep liquidity, and USDT dividend payouts with ultra-low 0.04% fees. Upgrade your portfolio on Bitget.com today!

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

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.

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• 0:00 - Intro
• 1:03 - Why he sold all his bitcoin & crypto
• 6:52 - The Hyperliquid thesis & the broken social contract
• 20:01 - What would make him buy bitcoin again?
• 21:58 - Strategy + STRC & how to gain an edge in the markets 
• 33:40 - What comes after the memory stock boom?
• 37:58 - Biotech, defense, & rare earth minerals
• 39:29 - Robostrategy, private markets & NAV premiums
• 44:08 - Why index fund returns may be lower going forward
• 55:40 - Contrarian investing & spotting a bubble
• 1:07:44 - Meme stocks, retail & future outlook
• 1:13:25 - The 1000x 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 AI trade and why it's far from over, the memory shortage driving Micron, which AI models are winning and losing, how agentic loops are replacing white collar jobs, why bitcoin and the debasement trade are selling off — and what comes next.

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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.

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Bitget (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew) is the world's largest Universal Exchange (UEX) (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold. At launch, users can trade 79 instruments with USDT directly with the App. Users can also enjoy high liquidity and low slippage, while trading these assets with up to 500x leverage. For more information on Bitget TradFi, visit this article (https://bitget.com/support/articles/12560603846859). For more information, visit: Website (https://bitget.com/) | Twitter (https://x.com/bitget) | Telegram (https://t.me/BitgetENOfficial) | LinkedIn (https://linkedin.com/company/bitget-global/) | Discord (https://discord.com/invite/bitget)
For media inquiries, please contact: [email protected]

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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
• 1:13 - Is the AI trade over?
• 4:11 - Micron, memory shortage, & the AI supply chain
• 9:54 - Intel, TSMC & the AI arms race
• 13:11 - Claude vs. ChatGPT vs. Gemini
• 24:26 - Agentic loops & job displacement
• 29:50 - What is the impact of regulation?
• 34:55 - Stripe, solopreneurs & AI commerce
• 38:12 - Bitcoin, gold & the debasement selloff
• 43:11 - Tokenization & bitcoin's third wave
• 45:04 - Jordi’s upcoming video
  

Darius Dale is the founder and CEO of 42 Macro, a leading investment research firm. In this conversation, we break down what Kevin Warsh's Fed chairmanship means for monetary policy, the K-shaped economy creating historic affordability pain for millions of Americans, and why every investor must participate in asset markets to survive financial repression.

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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 ).

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

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
• 0:56 - Kevin Warsh & the new Fed
• 10:27 - Energy prices & the consumer
• 12:58 - The affordability crisis
• 17:30 - Real cost of living (cars, diapers, groceries) 
• 25:31 - Economic data & future outlook
• 31:35 - Mag 7 & the AI CapEx bubble
• 34:55 - Political instability & societal collapse

Anthony and John Pompliano cover the Mag 7 selloff, AI CapEx fears, and why inflation is more under control than the headlines suggest. We also break down Anthony's current portfolio, what Kevin Warsh is really doing at the Fed, and why bitcoin's volatility is a feature heading into its next decade.

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

Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you’ll ever make? Schedule a life-changing call at http://fountainlife.com/pomp
Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at https:www.http://fountainlife.com/pomp

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

Bitget is the world's largest Universal Exchange (UEX), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets. Bitget’s Stocks 2.0 brings 500 major equities and ETFs (like Tesla and NVIDIA) directly to your portfolio. Enjoy 1:1 mapping, deep liquidity, and USDT dividend payouts with ultra-low 0.04% fees. Upgrade your portfolio on https://www.bitget.com/ today!

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

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
• 0:56 - MAG7 selloff & AI CapEx spending
• 16:28 - Large caps vs. asymmetric bets
• 19:10 - SpaceX & other exposure to the AI trade
• 29:34 - Kevin Warsh & the Fed 
• 37:13 - Bitcoin outlook for the next decade

Anthony Pompliano breaks down the bitcoin bear market — what's driving it, how long it could last, and why the data suggests we may be closer to the end than most people think. He pulls in takes from Michael Saylor, Jordi Visser, and Grant Cardone on capital rotation into AI, bitcoin sentiment, miner signals, and what history says about where we go from here.

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

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
• 0:23 - Micheal Saylor on why capital is chasing AI 
• 2:47 - Jordi Visser on bitcoin's bear market & momentum
• 5:14 - How long do bitcoin bear markets last historically?
• 6:21 - Miner data & what it says about the cycle bottom
• 8:27 - Grant Cardone on buying bitcoin right now
• 10:16 - When does the bitcoin bear market end?
• 12:17 - Peter Schiff admits bitcoin isn't going to zero
• 13:04 - Final outlook & what investors should do now

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss the AI pivot happening with hyperscalers, the rise of open source models, what the Mythos/Fable 5 situation means for governments and investors, Kevin Warsh's first Fed press conference, where inflation is actually headed, and why bitcoin is still in a bear market and what needs to change.

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

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 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.

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

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 ).

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

• 0:00 - Intro
• 0:57 - AI pivot & hyperscaler weakness
• 5:47 - Open source models & US vs China AI race
• 7:19 - Token demand, Jevons Paradox & AI adoption trends
• 14:22 - When does the CapEx spending become a problem?
• 17:59 - Open source vs closed AI models — who wins long term?
• 19:25 - Agency & what it means for individuals
• 24:34 - Is AI & energy the only thing holding the market up?
• 28:32 - Kevin Warsh's first Fed press conference
• 31:36 - Inflation outlook & next CPI print
• 37:44 - Why so many Americans feel trapped & real cost of living
• 44:51 - Bitcoin bear market & what needs to change

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 SpaceX IPO, orbital data centers, and the critical minerals powering the AI buildout. We also discuss the AI model wars, why Jordi thinks Sam Altman won't be running OpenAI within a year, and how the New York Knicks playoff run connects to the future of crypto and blockchain in a world of AI and deep fakes.

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

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/

======================
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.

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

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
• 1:00 - SpaceX IPO, Elon & orbital data centers
• 12:15 - Critical minerals & the AI supply chain
• 18:55 - American industrial sovereignty & critical chemicals
• 22:36 - AI model cost crisis & who wins the model war
• 37:10 - Knicks NBA Finals & the case for crypto in an AI world
• 47:48 - Jeff Bezos launches Prometheus
• 50:34 - AI use case of the week

Get Your Free After Crypto Guide Here: https://lp.bitcoinira.com/after-crypto

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Chris Kline is the co-founder and COO of Bitcoin IRA. In this conversation, we break down the biggest myths about bitcoin — including whether it's too late to buy, whether it's too volatile for retirement savings, and whether the government will ever ban it. We also discuss the strategic bitcoin reserve, quantum computing fears, and the convergence of AI and crypto.

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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
• 0:31 - Myth #1: It's too late to buy bitcoin
• 2:13 - Myth #2: Bitcoin is too volatile for retirement savings
• 6:09 - Myth #3: The government will ban bitcoin
• 10:50 - Myth #4: Quantum computing is a threat to bitcoin
• 14:12 - Giveaway: 1914 Federal Reserve notes + Bitcoin IRA offer

Anthony Pompliano breaks down why bitcoin is down 50% from its highs and whether the bear market bottom is in. In this episode, he covers Jordi Visser's capital rotation thesis, institutional buying from Middle East sovereign funds, bitcoin hitting the 200-week moving average for the first time since 2023, and why the data suggests now may be one of the best buying opportunities in bitcoin's history.

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

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.

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

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
• 0:23 - Jordi Visser: Capital rotation away from bitcoin?
• 7:03 - Is crypto winter here? 
• 9:25 - Bitcoin hits the 200-week moving average for the first time since 2023
• 10:35 - RSI at historic lows & short-term holder capitulation
• 11:30 - More underwater holders than profitable ones — what it means
• 12:08 - Final take: dollar cost averaging in big drawdowns