The Pomp Podcast

Chase Koch is a member of the Koch family and leads Koch Disruptive Technologies at Koch Industries, one of the largest private companies in America. In this conversation, we break down the 41 principles behind Koch's management system, the values-first hiring philosophy that's helped grow the business 10,000x, and the story behind acquisitions like Molex and Georgia-Pacific. We also discuss Koch's evolution into a tech company and the power of finding your comparative advantage.
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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
1:22 - What is Koch Industries? (scale, history, private company)
9:09 - Charles Koch's principles & the Sunday economics lessons
18:43 - Hiring philosophy: values first, skill second, credentials last
32:05 - Koch as a tech company: Infor, software & AI
35:30 - Horizontal capabilities & the Molex acquisition
41:47 - Turning acquisitions into principle-based cultures
47:03 - Origin story & lessons from near-bankruptcy failures
56:50 - Builder vs. operator: finding your comparative advantage
1:02:54 - Applying principles to society, bitcoin & individual sovereignty
1:08:50 - Stand Together: philanthropy, education & micro-schools
1:19:39 - Investing philosophy & finding the next big deal

Justin McAfee is an AI researcher at Delphi Digital. In this conversation, we break down why Chinese AI labs are closing the gap with America's frontier models, the innovations forced by US export controls, and the pricing war now squeezing OpenAI, Anthropic, Meta, and Google. We also discuss the race in humanoid robotics, whether AI can ever solve financial markets, and how the US should respond to stay ahead.
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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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0:00 - Intro
1:10 - Export controls & how constraints forced Chinese AI innovation
4:01 - Could China's AI eventually eclipse the US?
7:25 - Chinese AI companies & infrastructure plays to watch
12:11 - Meta and Grok's price war, and the squeeze on OpenAI/Anthropic
15:07 - How should OpenAI & Anthropic respond to the competition?
16:33 - Physical AI & humanoid robots: China's lead
18:39 - Can AI ever fully "solve" financial markets?
21:11 - Geopolitics: how the US should respond to China
24:43 - Biggest concerns: staying in the frontier
26:56 - What's happening with AI in Europe?
27:36 - Delphi Digital's research & where to find it

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 rising interest rates may not derail the AI-driven economy, bitcoin's path to new highs and the four-year cycle debate, and how AI agents are already reshaping markets, business management, and crypto adoption. We also cover tokenization, portfolio allocation, and why a 0% crypto weighting no longer makes sense.
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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!
========================
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
0:58 - Why interest rates won't derail the AI-driven economy
13:43 - Bitcoin, stocks & the money printing trade
20:28 - Tokenization, AI agents & the next wave of investment opportunities
22:42 - Bitcoin's path to $100K & the four-year cycle debate
29:11 - AI agents are already changing how business gets done
35:07 - Markets never sleep: how agents are reshaping trading
38:06 - Managing AI agents like a team 
46:01 - Using AI to cut through market fear 
52:01 - Why every portfolio needs crypto exposure

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 bitcoin's historic recovery and the key levels that matter, the fight between Kevin Warsh and Scott Bessent over interest rates, and why Jordi is rotating more of his money into Ethereum and Solana. We also discuss AI agents, tokenization, and just how high bitcoin could realistically go.
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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!
======================
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
1:01 - Bitcoin's historic recovery & key levels to watch
4:49 - South Korea & retail’s role in the bitcoin rally
8:56 - Dogecoin, bitcoin & the fundamentally-driven move
12:10 - Kevin Warsh, Scott Bessent & the fight over rates
22:52 - An AI safety expert's surprising take on bitcoin
28:05 - Nvidia's $1B a day & the AI infrastructure trade
33:43 - Why Jordi left Wall Street for real-time information
37:39 - Is Nvidia stock underpricing its own growth?
41:20 - Scarcity, debasement & the bitcoin-gold correlation
47:05 - Stablecoins, tokenization & bitcoin as store of value
50:53 - How high can bitcoin go?
1:01:04 - Jordi’s upcoming video

Arthur Hayes is the CEO of Flop Labs and CIO of Maelstrom. In this conversation, we break down Treasury Secretary Scott Bessent's money printing playbook, the controversy around Stanley Druckenmiller's AI-written op-ed, and why bitcoin got overshadowed by the AI trade in 2025. We also discuss gold's next move, how Arthur allocates across bitcoin, gold, and public equities, and his new project tokenizing AI compute itself.
====================
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
====================
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 - Intro
1:09: - Bessent, Treasury printing & Druckenmiller's op-ed
7:21 - Bitcoin & gold's reaction to money printing signals
10:06 - Real estate, land & inflation hedges
12:55 - Bitcoin's next 12 months & why it lagged AI
17:49 - Bitcoin adoption catalysts & sovereign buyers
20:49 - Gold's outlook, portfolio allocation & public equities
26:14 - Stablecoins, tokenization & real world assets
30:15 - ETH will have a hater rally?
31:47 - Hyperliquid & Arthur's most asymmetric bet 
34:33 - Flop: tokenizing AI compute
46:17 - Money printing, scarcity vs abundance & closing thoughts