The Pomp Podcast

Jordi Visser, a 30+ year macro investor and VisserLabs Substack author, breaks down market confusion amid oil spikes and geopolitical stress. He discusses inflation vs deflation signals, AI’s deflationary disruption and practical uses, risks building in private credit, and why bitcoin could stand out as scarcity reshapes capital structures.

Matthew Sigel, Head of Digital Asset Research at VanEck and NODE ETF manager, discusses bitcoin, miners, AI infrastructure, energy plays, and geopolitics. He covers miners shifting to AI workloads, energy companies benefiting from AI, DRAM demand from defense and drones, and risks around AI capex and global conflict.

Larry McDonald, NYT bestselling author and founder of The Bear Traps Report, shares a hard-assets worldview. He outlines a shift from financial to physical assets and discusses bitcoin versus gold. He explores energy, materials, private credit risks, and where capital may flow next.

Jordi Visser, a 30+ year macro investor and author of VisserLabs, explains a new market regime driven by supply shocks and geopolitical risk. He discusses rising inflation, higher oil prices, and rotation into commodities and energy. He also covers risks in private credit and why Bitcoin could lead the next cycle as liquidity and institutional flows shift.

Mike Selig, chairman of the CFTC and former SEC task force member, helps shape rules for derivatives, crypto, prediction markets, and AI. He discusses coordination between regulators, how AI and crypto change market risk, on-chain regulation and intermediaries, and the coming rules for perpetual futures and AI-driven trading agents.

Johann Kerbrat, SVP and General Manager of Crypto and International at Robinhood, leads the company’s digital assets and global expansion. He discusses 24/7 trading and how unified platforms combine stocks, crypto and prediction markets. He outlines tokenized stocks, stablecoins for settlement, Bitstamp integration, and how AI and agents are reshaping product build and investor access.

Peter Diamandis, founder of the XPRIZE Foundation and advocate for exponential technologies, discusses AI, robotics, biotech, longevity, bitcoin and energy. He explores rapid AI convergence, how people can gain “superpowers” by using AI daily, the shift from basic income to abundant services, and where big investing opportunities may arise in the coming wave of change.

Jordi Visser, a 30+ year macro investor and author of VisserLabs, joins to dissect rising geopolitical risk and surging oil that are rattling markets. He outlines a commodity-led bull run, explains why bitcoin can act as a global escape hatch amid credit and liquidity stress, and explores how AI is reshaping software, jobs, and investment themes.

Bill Barhydt, founder and CEO of Abra and veteran in crypto wealth management, discusses bitcoin as a macro liquidity play tied to money printing and geopolitical risk. He covers retail-driven crypto price action, new regulation like the Clarity Act, Abra’s SPAC plans and the rapid rise of tokenized equities and real-world assets. He also explores how AI is reshaping financial services and internal operations.

Tom Sosnoff, veteran options trader and serial entrepreneur who built and sold multiple billion-dollar trading platforms. He talks about volatility as opportunity across crypto, commodities and options. Short takes on agentic AI for portfolio construction, the rise of self-directed investors, and how to trade chaos and sell volatility effectively.