The Pomp Podcast

Jordi Visser, a 30+ year macro investor and author of VisserLabs, shares sharp takes on AI, tech and capital flows. He argues AI erodes software moats. He explains why hyperscalers may struggle to monetize AI and why AI can drive deflation. He outlines a coming rotation toward scarce assets and makes the case for bitcoin as a unique growth store of value.

Dan Ives, Global Head of Technology Research at Wedbush and a top AI and U.S. tech analyst. He explains why the tech selloff is disconnected from fundamentals. He outlines AI-driven CapEx, the data center and chip multipliers fueling a multi-year tech build-out. He links AI strength to bitcoin and argues current drawdowns create buying opportunities.

Fred Thiel, CEO of Marathon Digital and a leader in bitcoin, energy, and data center infrastructure. He discusses energy constraints from AI and bitcoin. Powered land’s rising value and why infrastructure owners win long-term. How miners adapt by shifting toward AI and the effects of cheaper mining hardware and international expansion.

Chris Giancarlo, former CFTC chairman and author of Crypto Dad, explains why clear laws matter for banks and national infrastructure. He discusses the roles of the SEC vs CFTC, the case for legislative clarity and federal preemption, and how prediction markets and durable rules shape the future of digital finance.

Jordi Visser, a 30+ year macro investor and author of VisserLabs, breaks down market rotations into scarce physical assets. He discusses bitcoin sell-offs, the compression of software multiples, and why data centers, semiconductors, energy and AI-driven hardware matter. Talks include hyperscaler capex, Tesla and Elon’s hardware vision, and how tokenization and stablecoins reshape network effects.

Jeff Park, Partner and Chief Investment Officer at ProCap Financial, gives macro and crypto-focused perspectives. He discusses whether bitcoin is in a bear market and shifting correlations with liquidity. He contrasts different narratives of bitcoin tied to interest rates, examines Kevin Warsh’s potential Fed role, and reasons why precious metals and silver are rallying now.

A tight look at whether Bitcoin is in a bear market, exploring how halving cycles and a volatility drop change drawdown expectations. The impact of Wall Street tools, ETFs, and options on price dynamics gets unpacked. Discussions cover miner hash rate shifts, potential forced-selling risks from lending and treasuries, and why gold can rally while Bitcoin lags.

Jordy Visser, a 30+ year macro investor and VisserLabs Substack author, breaks down Fed rate pauses and the risk of a lagging central bank. He links AI-driven compute demand to commodity shortages and talks about pricing assets in gold terms. He also explores scarce physical inputs like silver, chips, and energy and why rotation from software to hardware matters.

Peter Schiff, chief economist and long-time gold advocate, argues from a precious-metals and macro risk perspective. He debates tariffs, inflation measurement, and whether a weaker dollar helps or hurts. They spar over gold versus bitcoin, mining stocks, and the prospects for U.S. manufacturing in a shifting global trade and monetary landscape.

Bob Murphy, Senior Fellow at the Mises Institute and chief economist at Infineo, brings an Austrian-economics lens. He explains why gold has outpaced bitcoin, dives into Fed politics and its market influence, and examines tariffs, stablecoins, and how economic data can be interpreted.