The Pomp Podcast

Anthony and Polina Pompliano discuss  why socialism — both explicit and implicit — is the biggest threat to investor portfolios, and why the economy feels painful despite the stock market hitting all-time highs. We also discuss bitcoin, the Clarity Act, and Google's AI spending bet.
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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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0:00 - Intro
0:52 - Interest rates, the Fed & the economy
6:28 - Why socialism is the #1 threat to investors
15:26 - Bitcoin price update & the Clarity Act
23:56 - AI's business model & Google's big bet
34:12 - Market sentiment, the cost-of-living crisis & gambling addiction
41:37 - Closing message: be nice

Dan Ives is the Partner and Senior Managing Director at Yorkville Ives, a new merchant bank he's building. In this conversation, we break down the AI trade—Chinese open-source models, Anthropic's slowing revenue growth, the biggest bottlenecks in chips, memory, and energy, and the political battles over data centers.
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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 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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0:00 - Intro
0:51 - Chinese vs American open-source models, & the Anthropic IP lawsuit
4:36 - Falling model costs and the pricing war
5:55 - Cultural bias baked into Chinese AI models?
7:44 - Will AI models eat the whole stack? 
11:20 - Specialized AI workflows & model routing
14:00 - Mag 7 free cash flow vs. exploding semiconductor revenue
17:37 - The real AI bottlenecks: memory chips, data centers & energy
30:13 - Anthropic's revenue growth is slowing — should investors worry?
31:17 - Why Dan is leaving Wall Street to build Yorkville Ives
34:32 - Dan's AI market predictions & closing thoughts

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 — Chinese open-source models catching up, Google's massive CapEx bet, and the memory shortage bottlenecking it all. We also cover Travis Kalanick's stealth robotics empire, what AGI in three years means for jobs and the Fed, and where Bitcoin, Ethereum, and the Clarity Act go next.
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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!
======================
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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0:00 - Intro
0:48 - Chinese open-source AI models & the risk to portfolios
12:10 - Google's massive CapEx bet & the odds it pays off
16:53 - Anthropic's growth slowdown & the shift to token efficiency
19:39 - The memory & compute shortage
29:00 - Travis Kalanick's stealth robotics & ghost-kitchen empire
40:06 - The Fed & rate policy
43:23 - Bitcoin's setup & why the "easy" AI trade is over
50:36 - Jordi's prompting method for AI research & upcoming video

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!
===================
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 ).
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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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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 $2,000 in rewards.
=====================
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