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 break down the AI mid-cycle slowdown, the Fed under Warsh and what rate cuts could mean for markets, the $90 trillion AI infrastructure buildout, memory and Micron's role in the AI bottleneck, and why Jordi believes bitcoin is positioned to be the best performing assets once the negatives of AI start to show up.
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0:00 - Intro
1:20 - Has bitcoin bottomed? 
6:03 - Bitcoin vs the Mag 7: is the correlation breaking?
9:00 - Sam Altman, OpenAI & the government getting involved
11:11 - American open source vs Chinese AI models
14:28 - AI compute demand & the infrastructure buildout
20:37 - AI slowdown: how bad, how long?
22:44 - Where do markets go from here? 
27:30 - AI agents in the workplace & security risk
34:50 - Memory, Micron & the AI bottleneck
39:53 - The next 10-20 years: robots, AI & society
44:18 - The Fed, rate cuts & inflation's impact on AI
49:55 - Why bitcoin wins in the end

Dave Portnoy is the founder of Barstool Sports and author of Cancel Me If You Can. In this conversation, we break down how ESPN tried to force him out of his own company and how he engineered the legendary $1 buyback, his days as "Davey Day Trader" during Covid and the GameStop saga, his history with Bitcoin and crypto, and why he's considering running for mayor of New York City.
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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
0:52 - How ESPN tried to fire Dave from his own company & the $1 buyback
12:47 - How Pomp and Dave first met & the Barstool Finance deal
14:55 - Davey Day Trader, Covid, & going to war with Wall Street
18:33 - GameStop & Steve Cohen
23:30 - Barstool's content model & talent machine
29:45 - The Business Insider hit piece
34:05 - Running for mayor of New York City
37:36 - How many houses does Dave have?
39:26 - AI and the future of content
41:51 - His ex-wife & the bank account story
44:12 - Bitcoin — bad trades, losses, & where he stands now
47:32 - Crazy Barstool moments
54:35 - The new book "Cancel Me If You Can"

Avi Feldman is a former hedge fund manager and host of the 1000x Podcast. In this conversation, we discuss why he sold all of his bitcoin and crypto after nearly a decade in the industry, how he's thinking about the AI trade and what comes after the memory stock boom, why he believes the financialization of everyday life is accelerating, his current positions in biotech, defense, rare earth minerals, and the psychology of trading in volatile markets.
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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
1:03 - Why he sold all his bitcoin & crypto
6:52 - The Hyperliquid thesis & the broken social contract
20:01 - What would make him buy bitcoin again?
21:58 - Strategy + STRC & how to gain an edge in the markets 
33:40 - What comes after the memory stock boom?
37:58 - Biotech, defense, & rare earth minerals
39:29 - Robostrategy, private markets & NAV premiums
44:08 - Why index fund returns may be lower going forward
55:40 - Contrarian investing & spotting a bubble
1:07:44 - Meme stocks, retail & future outlook
1:13:25 - The 1000x Podcast

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 and why it's far from over, the memory shortage driving Micron, which AI models are winning and losing, how agentic loops are replacing white collar jobs, why bitcoin and the debasement trade are selling off — and what comes next.
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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
1:13 - Is the AI trade over?
4:11 - Micron, memory shortage, & the AI supply chain
9:54 - Intel, TSMC & the AI arms race
13:11 - Claude vs. ChatGPT vs. Gemini
24:26 - Agentic loops & job displacement
29:50 - What is the impact of regulation?
34:55 - Stripe, solopreneurs & AI commerce
38:12 - Bitcoin, gold & the debasement selloff
43:11 - Tokenization & bitcoin's third wave
45:04 - Jordi’s upcoming video

Darius Dale is the founder and CEO of 42 Macro, a leading investment research firm. In this conversation, we break down what Kevin Warsh's Fed chairmanship means for monetary policy, the K-shaped economy creating historic affordability pain for millions of Americans, and why every investor must participate in asset markets to survive financial repression.
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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 ).
=====================
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
0:56 - Kevin Warsh & the new Fed
10:27 - Energy prices & the consumer
12:58 - The affordability crisis
17:30 - Real cost of living (cars, diapers, groceries) 
25:31 - Economic data & future outlook
31:35 - Mag 7 & the AI CapEx bubble
34:55 - Political instability & societal collapse