The Pomp Podcast

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.
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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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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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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
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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
0:56 - Will Jensen Huang remain Nvidia CEO?
4:57 - What this means for China & US chip exports
9:03 - The spy story: what’s really going on?
16:10 - The most resilient bull market ever?
21:33 - Anthropic IPO & falling valuation
23:12 - Frontier models vs. their partners
27:12 - OpenAI going public
30:26 - Marvell merger, leverage & AI’s first-phase winners
35:21 - CoreWeave, Nebius & Palantir
37:36 - SpaceX, Tesla & the midterm fallout
41:11 - Cybercab, robotics & China’s lead
43:30 - Still bullish on AI?
45:08 - Meta’s comeback

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.
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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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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/
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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.
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0:00 - Intro
1:10 - What AI can learn from bitcoin decentralization
4:07 - Securing data & the first party data boom
9:41 - Energy grid, demand management & Base Power
16:43 - Why volatility is everywhere 
20:27 - Do you need AI to invest now?
22:48 - Public meets private markets & tokenization
26:54 - Bitcoin is backed by compute
29:42 - BlackRock, tokenization & the future of lending
33:42 - US debt crisis & consumer lending
37:11 - Politics, affordability & misinformation
43:43 - What’s next for Arch Public?

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.
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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!
=======================
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/
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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
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0:00 - Intro
1:01 - Midterm blue wave & market sell-off
5:30 - S&P 500 is 492 bonds & 8 call options
9:37 - Why bitcoin beats public stocks
18:29 - Bitcoin liquidity & Elliott Wave setup
23:33 - Bitcoin vs the AI trade
29:17 - Is AI winner take all?
31:40 - Marvell deal & hedge fund deleveraging
38:25 - Iran, oil & falling inflation
42:48 - Gold, Qualcomm & the AI trade
49:08 - Midterm memes & political extremism
54:16 - How we used AI this week

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.
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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
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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 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 - Intro
1:29 - How institutional money is reacting to the midterms
4:44 - Texas data center slowdown
8:51 - SpaceX orbital data centers
12:02 - Anthropic, OpenAI & the venture comeback
19:45 - What institutions really think of bitcoin
23:32 - Regulation, custody & the Binance hack
27:08 - Is private credit fear overblown?
32:35 - Why institutions move slower
34:50 - TomorrowX Summit in Austin

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.
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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!
=====================
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 - Intro
0:20 - VanEck today & the 10-year macro framework
2:54 - Why India will be as big as Europe
4:59 - AI as a decade-long theme & projecting token demand
7:05 - How VanEck uses AI internally
10:42 - Government money printing & rising rates
14:17 - Gold, bitcoin & the risk of a U.S. default
16:50 - Can AI deflation bail out government spending?
17:41 - Crypto ETFs & which altcoins survive
18:48 - Tokenization & 24/7 trading 
21:47 - AI agents trading & allocating money
25:50 - The ETF industry 5 years from now