The Pomp Podcast

The Pomp Podcast

Jordy Visser argues that despite investor confusion over mixed economic signals, the market is correctly pricing a structural shift driven by AI disruption and persistently higher oil prices. With the Fed unable to fight inflation aggressively due to a weak labor market and housing sector, investors should focus on long scarcity trades like Bitcoin and hardware while avoiding software and abundance plays.

The Pomp Podcast

Matthew Seagull of VANC discusses why his firm is consolidating AI vendors around Anthropic while betting on Bitcoin miners pivoting to high-performance computing, shares predictions on a potential Strait of Hormuz ceasefire around Passover, and reveals how hidden AI infrastructure assets like Aker's stake in Nscale are generating significant alpha.

The Pomp Podcast

Larry McDonald argues we are entering a secular inflationary regime similar to 1968-1981, where hard assets (energy, copper, infrastructure) will outperform financialized software stocks as fiscal deficits and geopolitical tensions overwhelm deflationary technological forces.

The Pomp Podcast

Jordy Visser predicts Bitcoin will reach all-time highs by 2026 as markets enter a structural "regime shift" toward persistent inflation and supply constraints, forcing a mass rotation out of high-multiple tech stocks into hard assets and commodities.

The Pomp Podcast

CFTC Chairman Mike Celig outlines a major shift toward regulatory collaboration with the SEC and innovation-friendly frameworks for crypto, AI, and prediction markets, emphasizing merit-neutral rules tailored to specific technologies rather than blanket enforcement.

The Pomp Podcast

Robinhood SVP Johan Kerbat details the company's push toward 24/7 trading, AI-driven product development, and the creation of a Layer-2 blockchain to tokenize real-world assets, aiming to eliminate traditional market friction for retail investors.

The Pomp Podcast

Humanity faces a 'supersonic tsunami' of converging exponential technologies led by AI that will demonetize essential goods and disrupt employment, requiring individuals to immediately integrate AI into daily workflows while governments transition from Universal Basic Income to Universal High Income.

The Pomp Podcast

Jordi Visser warns that institutional paralysis over the Iran conflict is masking a rapidly accelerating commodity bull market reminiscent of the 1970s, with Asian oil prices already hitting $170 and real-time inflation metrics doubling in weeks, positioning Bitcoin as the primary hedge against the coming credit contraction and scarce resource environment.

The Pomp Podcast

Abra CEO Bill Barhydt argues Bitcoin is stabilizing amid macro liquidity fears while predicting massive money printing ahead to refinance US debt, and hails new SEC/CFTC guidance as a watershed moment for regulatory clarity that enables the industry to move from defense to offense.

The Pomp Podcast

Legendary trader Tom Sausnoff details his volatility-based trading strategy, explaining why he shorts options when implied volatility spikes (like the recent oil surge to 130 IV rank) and holds until mean reversion, while advocating for diversified portfolios that include crypto for its 3-4x asymmetric volatility advantage over traditional equities.

The Pomp Podcast

Jordy Visser warns that cracks in private credit, surging oil prices, and AI-driven disruption are creating a 2008-style financial stress environment that could force the Fed into a stagflationary trap while potentially catalyzing the next Bitcoin bull run.

The Pomp Podcast

AI disruption is accelerating faster than any previous technological shift, commoditizing software development and creating permanent market volatility. This convergence will drive Bitcoin adoption as programmable savings infrastructure for autonomous financial agents, though investors must implement strict rule-based guardrails before delegating financial decisions to AI.