The Pomp Podcast

Moez Kassam is the co-founder and CEO of Anson Funds, one of Canada’s top-performing hedge funds. In this conversation, we break down how he trades hype and momentum, why he went from bitcoin deals to bitcoin believer, and the lessons from putting $1 billion into bitcoin treasury companies. We also discuss the AI trade, Korea’s memory boom, long activism, prediction markets, and SPACs.
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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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GalaxyOne is a financial technology platform built for people who want their cash working harder. → https://go.galaxy.app/HMiq/pomp Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply.
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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.
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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.
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0:00 - Intro
1:11 - Chasing hype, momentum & dealmaking
6:34 - Bitcoin: from deals to believer
9:02 - Bitcoin treasury companies & Strive’s preferred
15:40 - AI hype & sky-high valuations
17:53 - Private AI deals, tokenized stocks & 24/7 trading
21:23 - Trading against ChatGPT
24:50 - Finding your edge (SpaceX vs small caps)
28:46 - Korea, memory stocks & record put buying
34:27 - Short selling vs long activism
42:35 - Why Moderna could fall
45:16 - Prediction markets & social media sentiment
51:44 - Space & SPACs
54:56 - Canada, trade wars & funding Olympians

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 why hedge funds are blowing up, the lessons from LTCM, and how tokenization could reshape the entire industry. We also discuss why bitcoin is holding strong, why CPI doesn’t matter anymore, whether Anthropic’s growth is slowing, and Elon’s flying car.
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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 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.
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0:00 - Intro
1:12 - What LTCM teaches us about today’s market
14:10 - Tokenization & the death of hedge funds
17:40 - Why bitcoin is holding strong
23:33 - AI is offense, bitcoin is defense
26:47 - When bitcoin’s next rally happens
29:38 - Why CPI doesn’t matter anymore
35:59 - Debate: is Anthropic’s growth slowing?
54:02 - Elon’s flying car & a Tesla SpaceX merger
57:26 - AI capital needs & market liquidity

Eric Jackson is the founder of EMJ Capital and the investor behind the high-profile Carvana and Opendoor calls. This was recorded live at the Silvia Investor Summit in New York. In this conversation, we break down the rise of the retail investor, how he uses AI in his research, and what he saw inside Hut 8’s massive AI data center campus. We also discuss his AI-powered bitcoin model, when to sell, and using AI to beat prediction markets.
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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
0:25 - Why public companies now care about retail investors
3:55 - How Eric uses AI for investment research
6:21 - Inside Hut 8’s massive AI data center build
15:57 - Building conviction on misunderstood stocks
18:10 - Eric’s daily routine & the Drake videos
21:48 - Portfolio construction, small caps & crypto
24:18 - How to know when to sell
25:35 - AI bitcoin model: bull, or bear market?
28:31 - Beating prediction markets with AI

Ryan Cohen is the CEO and Chairman of GameStop and the co-founder of Chewy. This was recorded live at the Silvia Investor Summit in New York. In this conversation, we break down how AI is changing work and hiring, his concerns about where humans fit in an automated future, and the rise of the retail investor. We also discuss Neuralink, how he talks to shareholders, his biggest failure, and the legacy he wants to leave.
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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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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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0:00 - Intro
0:30 - AI risks & how GameStop uses AI
3:04 - How Ryan spends his time
6:05 - Hiring in the age of AI
7:45 - Why Ryan wants to learn Chinese
8:55 - Robots, UBI & human utility
13:53 - Neuralink & brain-computer interfaces
17:50 - Retail investors vs Wall Street
21:10 - Greatest strengths & weaknesses
23:05 - Shareholder communication & ignoring the noise
28:04 - Biggest failure
29:45 - Legacy & final thoughts

Chris Camillo is a self-taught investor known for pioneering social arbitrage investing and the host of Dumb Money Live. This was recorded live at the Silvia Investor Summit in New York. In this conversation, we break down his $10M one-day Amazon options trade, how AI corrupted Google Trends data, and why retail investors underuse leverage and concentration. We also discuss humanoid robotics, autonomous warfare, and why the best investors today are outside Wall Street.
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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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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.
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GalaxyOne is a financial technology platform built for people who want their cash working harder. → https://go.galaxy.app/HMiq/pomp Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply.
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0:00 - Intro
0:34 - Social arbitrage, AI & humanoid robotics
4:46 - Changing your mind & the Lululemon Google Trends trade
9:40 - Using conversational data to find trades
12:36 - The $10M Amazon earnings trade
21:31 - Cash, leverage & concentration
26:22 - Leveraged S&P ETFs & tail risk
29:22 - AI risk, drones & autonomous warfare
34:40 - Investing as a lifestyle & community
37:30 - Finding great retail investors & why they win