The Pomp Podcast

Anthony Pompliano

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. 1d ago

    Jensen Huang is Out at Nvidia & Bitcoin is 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 Jensen Huang’s sudden exit from Nvidia and what it means for the AI trade. We also discuss why bitcoin sold off to $69K, rising rates and inflation, MicroStrategy’s index removal, CZ’s take on the Binance hack, and how AI and crypto are converging. ===================== 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. ===================== 0:00 - Intro0:54 - Jensen Huang pushed out of Nvidia8:42 - Nvidia’s future without Jensen10:50 - Open source AI & the China vs US angle14:27 - Must protect Elon? Who benefits from Nvidia’s chaos21:12 - Bitcoin at $69K & the macro picture25:34 - Iran war & inflation32:05 - MicroStrategy index removal & tokenization35:08 - CZ on the Binance hack41:06 - Will AI mega IPOs force money printing?45:25 - The convergence of AI & crypto47:49 - What to watch for next week

  2. 2d ago

    How Bitcoin Can Pay You 15% Forever | Matt Cole

    Matt Cole is the CEO of Strive. In this conversation, we break down Strive’s perpetual preferred equity and how it works as a permanent short on the US dollar. We also discuss digital credit, institutional bitcoin adoption, using bitcoin as the hurdle rate, and the future of the ETF industry. ======================== 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 - Intro0:24 - Strive’s perpetual dollar short explained4:05 - Managing risk & surviving an 80% bitcoin drawdown5:32 - Why launch a second perpetual preferred?9:11 - Where capital is coming from12:51 - Bitcoin adoption inside institutions14:39 - Strive vs the bitcoin ETF16:40 - Will digital credit become its own category?18:24 - Bitcoin as the hurdle rate20:00 - Strive’s ETF business & the industry23:30 - Trust, distribution & the founder’s voice26:00 - Bitcoin dividend ETFs & portfolio allocation

  3. 4d ago

    Is Jensen Huang Finished At Nvidia? | Dan Ives

    Dan Ives is a partner at Yorkville Ives and one of Wall Street’s most closely followed tech analysts. In this conversation, we break down the Jensen Huang controversy and what it means for Nvidia, China, and the entire AI industry. We also discuss Anthropic’s IPO, OpenAI, Tesla, SpaceX, Palantir, CoreWeave, Meta, and whether the AI bull market can survive this moment. =========================== 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 =========================== This episode is brought to you by GalaxyOne. Need cash but don’t want to sell your crypto? A GalaxyOne Portfolio Line of Credit lets you borrow against eligible crypto, including BTC, ETH, SOL, HYPE, and XRP, without selling. From Nov 4 to Dec 4, make a single draw of $10,000+ and earn a 2% cash bonus, up to $1,000. A 180-day hold with no principal repayments is required, and the offer is limited to the first 200 eligible clients. Borrowing involves risk, including variable interest and possible liquidation of your collateral. Lending is offered by GalaxyOne Lending LLC (NMLS ID: 2741667), and terms apply. Open a line → https://www.galaxy.app/promotions/ploc-november-2026 =========================== 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 - Intro0:56 - Will Jensen Huang remain Nvidia CEO?4:57 - What this means for China & US chip exports9:03 - The spy story: what’s really going on?16:10 - The most resilient bull market ever?21:33 - Anthropic IPO & falling valuation23:12 - Frontier models vs. their partners27:12 - OpenAI going public30:26 - Marvell merger, leverage & AI’s first-phase winners35:21 - CoreWeave, Nebius & Palantir37:36 - SpaceX, Tesla & the midterm fallout41:11 - Cybercab, robotics & China’s lead43:30 - Still bullish on AI?45:08 - Meta’s comeback

  4. 5d ago

    Bitcoin, AI & $40 Trillion in Debt: What Happens Next? | Tillman Holloway

    Tillman Holloway is the CEO of Arch Public. In this conversation, we break down why volatility is showing up everywhere, what it means for bitcoin, and whether investors now need AI to win. We also discuss decentralizing AI and the energy grid, tokenization, BlackRock’s push into crypto, and the US debt problem. ===================== 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 $1,250 Promotion (https://figuremarkets.onelink.me/Plnq/affiliatepompthanksgiving) T&Cs (https://www.figure.com/crypto-backed-loan/thanksgiving-promotion/terms-and-conditions/) 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 figure.com/disclosures/ ===================== 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. ===================== 0:00 - Intro1:10 - What AI can learn from bitcoin decentralization4:07 - Securing data & the first party data boom9:41 - Energy grid, demand management & Base Power16:43 - Why volatility is everywhere 20:27 - Do you need AI to invest now?22:48 - Public meets private markets & tokenization26:54 - Bitcoin is backed by compute29:42 - BlackRock, tokenization & the future of lending33:42 - US debt crisis & consumer lending37:11 - Politics, affordability & misinformation43:43 - What’s next for Arch Public?

  5. Nov 7

    Bitcoin Beats Stocks for the Next 5 Years? | 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 midterm blue wave and the market sell-off, why the S&P 500 may really be 492 bonds and 8 call options, and why bitcoin is positioned to beat public stocks. We also discuss easing liquidity, the Elliott Wave setup for bitcoin, Iran and oil, gold, and hedge fund deleveraging. ======================= 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 $1,250 Promotion (https://figuremarkets.onelink.me/Plnq/affiliatepompthanksgiving) T&Cs (https://www.figure.com/crypto-backed-loan/thanksgiving-promotion/terms-and-conditions/) 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 figure.com/disclosures/ ======================= This episode is brought to you by GalaxyOne. Need cash but don’t want to sell your crypto? A GalaxyOne Portfolio Line of Credit lets you borrow against eligible crypto, including BTC, ETH, SOL, HYPE, and XRP, without selling. From Nov 4 to Dec 4, make a single draw of $10,000+ and earn a 2% cash bonus, up to $1,000. A 180-day hold with no principal repayments is required, and the offer is limited to the first 200 eligible clients. Borrowing involves risk, including variable interest and possible liquidation of your collateral. Lending is offered by GalaxyOne Lending LLC (NMLS ID: 2741667), and terms apply. Open a line → https://www.galaxy.app/promotions/ploc-november-2026 ======================= 0:00 - Intro1:01 - Midterm blue wave & market sell-off5:30 - S&P 500 is 492 bonds & 8 call options9:37 - Why bitcoin beats public stocks18:29 - Bitcoin liquidity & Elliott Wave setup23:33 - Bitcoin vs the AI trade29:17 - Is AI winner take all?31:40 - Marvell deal & hedge fund deleveraging38:25 - Iran, oil & falling inflation42:48 - Gold, Qualcomm & the AI trade49:08 - Midterm memes & political extremism54:16 - How we used AI this week

  6. Nov 6

    Bitcoin Is Waiting On One Thing Before Institutions Go All-In | Ron Biscardi

    Ron Biscardi is the CEO and co-founder of iConnections, one of the largest platforms connecting institutional investors with fund managers. In this conversation, we break down how pensions, endowments, and sovereign wealth funds are thinking about AI, data centers, Anthropic, and the venture comeback. We also discuss what’s holding back institutional bitcoin adoption, and private credit. ===================== TomorrowX Summit | November 17–18 | Moody Center, Austin, TX. Hear from Jensen Huang, David Solomon, Jon Gray, Marc Rowan and more of the top CEOs and investors in AI, in a banking-conference-style event open to retail investors. Hosted by Ron Biscardi, Gavin Baker, and Antonio Gracias. Use code SYLVIA for 20% off tickets.👉 https://tomorrowxsummit.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! ======================= 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 - Intro1:29 - How institutional money is reacting to the midterms4:44 - Texas data center slowdown8:51 - SpaceX orbital data centers12:02 - Anthropic, OpenAI & the venture comeback19:45 - What institutions really think of bitcoin23:32 - Regulation, custody & the Binance hack27:08 - Is private credit fear overblown?32:35 - Why institutions move slower34:50 - TomorrowX Summit in Austin

  7. Nov 5

    Bitcoin Is the Hedge Against a U.S. Default Nobody Sees Coming | Jan Van Eck

    Jan Van Eck is the CEO of VanEck, a global asset manager with roughly $235 billion under management. In this conversation, we break down his 10-year macro framework, why India could rival Europe, and how AI is reshaping VanEck from the inside. We also discuss runaway government spending, why he says everyone should own gold and bitcoin, crypto ETFs, 24/7 trading, and AI agents managing money. ===================== 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 https://www.abra.com/pomp. Borrowing may trigger liquidation; investment strategies may lose principal.Paid sponsorship. Not investment advice. ===================== 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 - Intro0:20 - VanEck today & the 10-year macro framework2:54 - Why India will be as big as Europe4:59 - AI as a decade-long theme & projecting token demand7:05 - How VanEck uses AI internally10:42 - Government money printing & rising rates14:17 - Gold, bitcoin & the risk of a U.S. default16:50 - Can AI deflation bail out government spending?17:41 - Crypto ETFs & which altcoins survive18:48 - Tokenization & 24/7 trading 21:47 - AI agents trading & allocating money25:50 - The ETF industry 5 years from now

  8. Nov 4

    Bitcoin Just Showed Us The Future Of Mortgages | Michael Tannenbaum

    Michael Tannenbaum is the CEO of Figure and a former executive at SoFi and Brex. In this conversation, we break down housing affordability after the midterm blue wave, how Figure cut the cost of a mortgage from $12,000 to $1,000, and why the business is growing at a “Rule of 150” pace. We also discuss tokenization, crypto-backed bitcoin loans, AI, and the future of lending on chain. ======================= 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 ======================= 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 - Intro0:54 - Housing affordability & the midterm blue wave3:34 - How Figure makes mortgages faster & cheaper7:21 - Rule of 150 & how the marketplace makes money13:32 - Expanding beyond HELOCs into auto & small business15:30 - Tokenization: plumbing vs the consumer pitch18:27 - How Figure uses data & AI25:52 - Growth outlook & regulatory risk30:05 - Crypto-backed loans with bitcoin & ethereum31:45 - What keeps him up at night33:49 - Figure’s future & message to investors

4.6
out of 5
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About

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.

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