The Pomp Podcast

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss rising inflation, higher oil prices, and why he believes markets are entering a new regime driven by supply shocks and geopolitical risk. We also explore asset rotation into commodities, risks in private credit, and bitcoin’s growing role as liquidity and capital flows shift globally.
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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 $1,000 in rewards.
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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.
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0:00 - Intro
0:56 - Has the market officially entered a new regime?
3:58 - Global shortages & why inflation is rising again
11:25 - Where smart money is moving right now
16:09 - Could inflation spike back above expectations?
21:31 - Why stocks struggle in high inflation environments
25:31 - Will markets recover or stay flat this year?
27:30 - Why bitcoin could lead the next cycle
33:29 - Why most altcoins won’t outperform bitcoin
37:55 - How AI is disrupting markets & software
41:15 - Why bitcoin is the ultimate asset in this shift

Mike Selig is the 16th Chairman of the CFTC and a leading voice on the future of financial market regulation in an era defined by crypto, artificial intelligence, and prediction markets. In this conversation, we discuss how regulators are balancing innovation with investor protection, the evolving relationship between the SEC and CFTC, and why emerging technologies are reshaping how risk is taken and managed across global markets. We also explore the rise of decentralized finance, AI-driven trading, and new policy initiatives aimed at keeping the United States competitive in the next generation of financial infrastructure.
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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.
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0:00 - Intro
0:59 - SEC & CFTC cooperation & new policy direction
3:44 - AI, crypto & prediction markets shaping the future
7:49 - Insider information, manipulation & market risks
13:23 - Decentralization & regulating on-chain markets
17:14 - The rise of AI trading agents
21:30 - AI, memes & misinformation in financial markets
23:04 - Should regulators be allowed to use crypto?
25:00 - Innovation task force & new policy initiatives
27:18 - Bridging the gap between lawmakers & builders
29:30 - Perpetual futures and new crypto market products
31:16 - The role of regulators in managing market risk

Johann Kerbrat is the SVP and General Manager of Crypto and International at Robinhood, where he leads the company’s expansion across digital assets and global markets. In this conversation, we discuss the rise of 24/7 trading, evolving retail investor behavior, and Robinhood’s push into areas like tokenization, prediction markets, and institutional crypto services. We also explore how artificial intelligence is shaping financial products and why improving access and education for everyday investors remains a key focus for the future.
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This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure.
Learn more at http://www.abra.com.
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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 $1,000 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 - Intro
1:11 - The future of 24/7 trading
3:39 - Stocks, crypto & prediction markets on one platform
6:30 - How Robinhood builds products internally
13:27 - The rise of independent investors
15:43 - Stablecoins & global payments
16:46 - Tokenized stocks & regulation
23:19 - Bitstamp acquisition & institutional crypto
25:02 - Hiring, AI & team dynamics
26:38 - Robinhood’s goals & global expansion
30:18 — APIs, agents & AI trading
33:00 - AI financial assistants & advisors
38:10 — New banking & family investing features

Peter Diamandis is the founder of the XPRIZE Foundation and a leading voice on exponential technologies and the future of abundance. In this conversation, we discuss the rapid rise of AI and robotics, how individuals can use these tools to gain “superpowers,” and why he believes massive economic opportunity lies ahead. We also explore key investing themes across AI, energy, bitcoin, and longevity, and why mindset and curiosity will be critical to navigating the coming wave of change.
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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.
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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
0:15 - AI “Supersonic Tsunami” & exponential change
3:28 - How should individuals prepare for AI disruption?
6:05 - AI productivity vs working harder paradox
11:05 - How to keep up with rapid AI innovation
13:15 - Universal High Income vs Universal Basic Income
19:28 - Fear, social unrest, & storytelling about the future
26:00 - Longevity & living to 120+
32:12 - How investors should think about AI & markets
37:06 - Scarcity, bitcoin, energy, & opportunity
40:22 - Biggest misconceptions about the future & solving problems

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss rising geopolitical tensions, higher oil prices, and growing risks in private credit and global markets. We also explore bitcoin’s resilience, how AI is disrupting software and jobs, and why Jordy believes commodities, liquidity, and volatility will shape the next major investment cycle.
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Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (https://figuremarkets.co/pomp), 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, paid hourly. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/pomp
====================
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 FountainLife.com/Pomp Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at FountainLife.com/pomp
====================
This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure.
Learn more at http://www.abra.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 - Intro
0:44 - Iran conflict & oil market shock
8:09 - Commodity bull market thesis
11:11 - Inflation risks & recession probabilities
15:30 - How high could oil go?
18:19 - Bitcoin vs gold performance discussion
21:12 - Bitcoin as a global “escape hatch” asset
29:20 - Inflation vs AI-driven deflation debate
33:00 - AI disruption & labor market impact
40:48 - Software disruption & tech valuations
55:09 - Commodities, compute & future investment themes
57:08 - GPU smuggling & AI geopolitics