The Pomp Podcast

Anthony Pompliano
  • 5,0 (19)
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Host Anthony “Pomp” Pompliano talks to the most interesting people in business, finance, and Bitcoin. From billionaires to cultural icons, Pomp helps you get smarter every day.

  1. -2 h

    How To Invest In OpenAI and Anthropic Before They Go Public | Ankur Nagpal

    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). ==================== 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 - Intro1:07 - The case for & against private market investing9:27 - Inside USVC's fund structure (open to anyone with $500)12:59 - What's in the USVC portfolio right now14:44 - The Anduril SPV controversy explained19:38 - Buying out LP stakes in venture funds23:42 - Private markets vs S&P25:34 - 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 USVC39:22 - Sticking to the plan amid market change40:43 - Working with Naval and what America means to Ankur

    44 min

  2. -3 j

    Everyone Gave Up On Bitcoin At Exactly The Wrong Time | Jordi Visser

    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 - Intro1:20 - Has bitcoin bottomed? 6:03 - Bitcoin vs the Mag 7: is the correlation breaking?9:00 - Sam Altman, OpenAI & the government getting involved11:11 - American open source vs Chinese AI models14:28 - AI compute demand & the infrastructure buildout20:37 - AI slowdown: how bad, how long?22:44 - Where do markets go from here? 27:30 - AI agents in the workplace & security risk34:50 - Memory, Micron & the AI bottleneck39:53 - The next 10-20 years: robots, AI & society44:18 - The Fed, rate cuts & inflation's impact on AI49:55 - Why bitcoin wins in the end

    55 min

  3. 30 juin

    Dave Portnoy GOES OFF On Bitcoin, AI, Socialism & Being Fired From Barstool

    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 - Intro0:52 - How ESPN tried to fire Dave from his own company & the $1 buyback12:47 - How Pomp and Dave first met & the Barstool Finance deal14:55 - Davey Day Trader, Covid, & going to war with Wall Street18:33 - GameStop & Steve Cohen23:30 - Barstool's content model & talent machine29:45 - The Business Insider hit piece34:05 - Running for mayor of New York City37:36 - How many houses does Dave have?39:26 - AI and the future of content41:51 - His ex-wife & the bank account story44:12 - Bitcoin — bad trades, losses, & where he stands now47:32 - Crazy Barstool moments54:35 - The new book "Cancel Me If You Can"

    57 min

  4. 29 juin

    OG Crypto Investor SOLD HIS BITCOIN For AI | Avi Felman

    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. ======================== 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. ======================== 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. ======================== 0:00 - Intro1:03 - Why he sold all his bitcoin & crypto6:52 - The Hyperliquid thesis & the broken social contract20:01 - 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 minerals39:29 - Robostrategy, private markets & NAV premiums44:08 - Why index fund returns may be lower going forward55:40 - Contrarian investing & spotting a bubble1:07:44 - Meme stocks, retail & future outlook1:13:25 - The 1000x Podcast

    1 h 15 min

  5. 27 juin

    Why Are Bitcoin & AI Stocks CRASHING?! | Jordi Visser

    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. ===================== 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/ ===================== 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. ===================== 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: media@bitget.com ===================== 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 - Intro1:13 - Is the AI trade over?4:11 - Micron, memory shortage, & the AI supply chain9:54 - Intel, TSMC & the AI arms race13:11 - Claude vs. ChatGPT vs. Gemini24:26 - Agentic loops & job displacement29:50 - What is the impact of regulation?34:55 - Stripe, solopreneurs & AI commerce38:12 - Bitcoin, gold & the debasement selloff43:11 - Tokenization & bitcoin's third wave45:04 - Jordi’s upcoming video

    46 min

  6. 25 juin

    Will The K-Shaped Economy Destroy America? | Darius Dale

    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. ===================== 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 ===================== 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 ===================== 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 - Intro0:56 - Kevin Warsh & the new Fed10:27 - Energy prices & the consumer12:58 - The affordability crisis17:30 - Real cost of living (cars, diapers, groceries) 25:31 - Economic data & future outlook31:35 - Mag 7 & the AI CapEx bubble34:55 - Political instability & societal collapse

    40 min

  7. 23 juin

    I Just Revealed My Current Portfolio… | Anthony & John Pompliano

    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/pompGet $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 - Intro0:56 - MAG7 selloff & AI CapEx spending16:28 - Large caps vs. asymmetric bets19:10 - SpaceX & other exposure to the AI trade29:34 - Kevin Warsh & the Fed 37:13 - Bitcoin outlook for the next decade

    43 min

  8. 22 juin

    Will The Bitcoin Bear Market Ever End? | Anthony Pompliano

    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 - Intro0:23 - Micheal Saylor on why capital is chasing AI 2:47 - Jordi Visser on bitcoin's bear market & momentum5:14 - How long do bitcoin bear markets last historically?6:21 - Miner data & what it says about the cycle bottom8:27 - Grant Cardone on buying bitcoin right now10:16 - When does the bitcoin bear market end?12:17 - Peter Schiff admits bitcoin isn't going to zero13:04 - Final outlook & what investors should do now

    14 min
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À propos

Host Anthony “Pomp” Pompliano talks to the most interesting people in business, finance, and Bitcoin. From billionaires to cultural icons, Pomp helps you get smarter every day.

Informations

  • Création
    Anthony Pompliano
  • Années d’activité
    2018 - 2026
  • Épisodes
    1,8 k
  • Classification
    Contenu explicite
  • Copyright
    © Anthony Pompliano
  • Site web de l’émission
    The Pomp Podcast

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