The Pomp Podcast

Tom Sosnoff is a veteran trader and entrepreneur, the founder of LossDog, and the builder of multiple billion-dollar companies. In this conversation, we discuss why volatility creates opportunity, how he thinks about active investing across asset classes, and why he believes crypto deserves a place in every portfolio. We also talk about options trading, oil and commodity volatility, the rise of se...

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss the growing cracks in private credit, rising oil prices, inflation pressures, and why Jordy believes the market is underestimating the risk of a broader financial shock. We also talk about bitcoin’s resilience, how AI is disrupting software and business...

Tillman Holloway is the Founder & CEO of Arch Public. In this conversation, we discuss the rise of AI-driven investing and how autonomous agents could reshape portfolio management. We also cover Bitcoin market catalysts, investor behavior during volatility, and how institutions are positioning across crypto and emerging financial products. ======================= Join Arch Public this Thursday...

Jeff Park is the Partner & Chief Investment Officer at ProCap BTC. In this conversation, we discuss the idea of “wartime Bitcoin,” how rising geopolitical tensions could impact the asset, and why cracks in private credit could ultimately benefit Bitcoin. We also cover institutional adoption, stablecoins, and how crypto companies are increasingly integrating with the traditional financial syste...

Shehzan Maredia is the Founder & CEO of Lava, a bitcoin-backed lending platform that allows users to borrow against their bitcoin without selling it. This conversation was recorded live at Bitcoin Investor Week in New York. n this discussion, we cover why many bitcoin holders are borrowing against their BTC instead of selling it, how everyday workers have quietly built wealth by consistently s...

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we unpack the chaos hitting markets in 2026—from weak jobs data and Fed uncertainty to private credit cracks, AI-driven disruption, and the collapse of old economic playbooks. We also discuss software repricing, energy infrastructure, synthetic media, portfolio pos...

Brian Dixon is the CEO of Off The Chain Capital. In this conversation, we discuss whether bitcoin acts as a risk-on tech asset or “insurance from war” during geopolitical conflict, the macro forces impacting the market, and why institutions are increasingly accumulating bitcoin. We also cover regulatory catalysts, bitcoin’s relationship with AI and traditional assets, and Brian’s value-investing a...

Natalie Brunell, Russell Okung, and Bill Miller IV join this panel recorded live at Bitcoin Investor Week in New York. In this conversation, we discuss bitcoin as a long-term adoption story, why it represents sovereignty and “freedom money” for many, and how athletes and traditional finance investors think about allocating to it. We also cover common criticisms, the education gap, bitcoin vs. gold...

Phong Le is CEO of Strategy (formerly MicroStrategy), and David Bailey is CEO & Chairman of KindlyMD. This conversation was recorded live at Bitcoin Investor Week in New York. In this conversation, we discuss Strategy’s evolution from a bitcoin holding company to a leveraged treasury and now a digital credit platform, including the launch of its perpetual preferred product designed to offer bi...

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this episode, we break down the viral Citrini paper and whether AI disruption is being overstated or simply repriced by markets. We also discuss compressed software valuations, NVIDIA, shifting credit conditions, and why crypto and bitcoin could benefit in a world that increasingly n...

Dan Tapiero is the Founder & CEO of 10T Holdings and 1RoundTable Partners, and Robbie Mitchnick is Head of Digital Assets at BlackRock. This conversation was recorded live at Bitcoin Investor Week in New York. In this conversation, we discuss the explosive growth of the spot Bitcoin ETF, how institutions now view Bitcoin within asset allocation, the impact of macro and Fed policy on crypto mar...

Chris Kline is the COO & Co-Founder of Bitcoin IRA. In this conversation, we discuss how wealthy investors use retirement accounts to reduce taxes, why volatility can create opportunities like Roth conversions, and the mistakes people make by holding assets in the wrong account. We also cover bitcoin in retirement portfolios, estate planning strategies, and how macro conditions like inflation,...

Matt Cole is the CEO of Strive Asset Management, and Jeff Park is a Partner & Chief Investment Officer at ProCap Financial. This conversation was recorded live at Bitcoin Investor Week in New York. In this conversation, we break down why bitcoin’s volatility doesn’t change the long-term story, how institutions think about drawdowns, and what today’s Fed policy could mean for bitcoin and other...

Bo Hines is the CEO of Tether US and a former White House crypto advisor who helped shape U.S. digital-asset policy during a critical moment for the industry. This conversation was recorded live at Bitcoin Investor Week in New York. In this conversation, we discuss Bo’s work in the White House on crypto policy, including the Strategic Bitcoin Reserve, the GENIUS Act, and the push for regulatory cl...

Caitlin Long is the founder and CEO of Custodia Bank and a pioneer at the intersection of traditional finance and crypto. This conversation was recorded live at Bitcoin Investor Week in New York. In this conversation, we break down stablecoins, tokenized deposits, and U.S. banking regulation, explaining why stablecoins were pushed outside the banking system and how tokenized dollars could reshape...

Jordi Visser is a veteran macro investor with over 30 years of market experience and the author of VisserLabs Substack. In this episode, we break down what’s happening in software stocks, credit markets, and bitcoin — including how bitcoin could benefit in both inflationary and deflationary environments. We also explore real-world AI adoption, capital shifts, and a few surprising insights Jordi di...

Anthony Scaramucci is the founder and managing partner of SkyBridge Capital and a longtime macro investor at the intersection of traditional finance, crypto, and politics. This conversation was recorded live at Bitcoin Investor Week in New York. In this conversation, Scaramucci shares his candid views on Trump, crypto regulation, why the Clarity Act is critical for the industry, SkyBridge’s shift...

Grant Cardone is a real estate investor and founder of Cardone Capital. This conversation was recorded live at Bitcoin Investor Week in New York. In this conversation, Grant explains how he pairs cash-flowing real estate with bitcoin, why he stacks bitcoin on top of discounted properties, and how that approach attracted traditional real estate investors to bitcoin. We also discuss his views on cas...

Mike Novogratz is a veteran macro investor and the founder & CEO of Galaxy. This conversation was recorded live at Bitcoin Investor Week in New York. In this conversation, Mike shares why investing has become far more complex, how the dollar’s role as a global reserve currency may be shifting, and what that means for bitcoin, gold, and global markets. We also cover bitcoin’s recent pullback, r...

Lyn Alden is a macro strategist and one of the most respected independent voices in global markets. This conversation was recorded live at Bitcoin Investor Week in New York. In this discussion, Lyn explains why deflationary forces may outweigh inflation risks, how AI-driven productivity is reshaping the economy, and why traditional macro signals are breaking down. We also explore energy’s role in...

Cathie Wood is the Founder, CEO, and CIO of ARK Invest and one of the most influential voices in innovation investing. This conversation was recorded live at Bitcoin Investor Week in New York.  In this discussion, Cathie explains why deflation—not inflation—is the bigger macro risk, how AI is becoming a powerful deflationary force, and why productivity gains are being misunderstood by markets and...

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. This conversation was recorded at Bitcoin Investor Week in New York. In this episode, we break down why software stocks are losing their moats, how AI is driving deflation, and why capital is rotating toward scarce assets. We explore hyperscalers, data centers, AI agents, and why bitcoi...

Dan Ives is the Global Head of Technology Research at Wedbush Securities and one of the most widely followed analysts covering AI and U.S. tech. This conversation was recorded live at Bitcoin Investor Week in New York. In this discussion, Dan explains why the recent selloff in software is disconnected from fundamentals, how AI CapEx is driving a fourth industrial revolution, and why U.S. tech rema...

Fred Thiel is the CEO of Marathon Digital and a leading voice at the intersection of bitcoin, energy, and data center infrastructure. This conversation was recorded live at Bitcoin Investor Week in New York. In this conversation, we discuss the growing energy constraints driven by AI and bitcoin, why powered land is becoming increasingly valuable, and how bitcoin miners are adapting by shifting to...

Chris Giancarlo is the former Chairman of the Commodity Futures Trading Commission (CFTC) and the author of “ Crypto Dad .” This conversation was recorded live at Bitcoin Investor Week in New York. In this episode, we discuss the state of crypto regulation in the U.S., the push for legislative clarity, the roles of the SEC and CFTC, and why regulation ultimately matters more for traditional financ...