The Pomp Podcast

Anthony and John Pompliano cover the Mag 7 selloff, AI CapEx fears, and why inflation is more under control than the headlines suggest. We also break down Anthony's current portfolio, what Kevin Warsh is really doing at the Fed, and why bitcoin's volatility is a feature heading into its next decade.
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0:00 - Intro
0:56 - MAG7 selloff & AI CapEx spending
16:28 - Large caps vs. asymmetric bets
19:10 - SpaceX & other exposure to the AI trade
29:34 - Kevin Warsh & the Fed 
37:13 - Bitcoin outlook for the next decade

Anthony Pompliano breaks down the bitcoin bear market — what's driving it, how long it could last, and why the data suggests we may be closer to the end than most people think. He pulls in takes from Michael Saylor, Jordi Visser, and Grant Cardone on capital rotation into AI, bitcoin sentiment, miner signals, and what history says about where we go from here.
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0:00 - Intro
0:23 - Micheal Saylor on why capital is chasing AI 
2:47 - Jordi Visser on bitcoin's bear market & momentum
5:14 - How long do bitcoin bear markets last historically?
6:21 - Miner data & what it says about the cycle bottom
8:27 - Grant Cardone on buying bitcoin right now
10:16 - When does the bitcoin bear market end?
12:17 - Peter Schiff admits bitcoin isn't going to zero
13:04 - Final outlook & what investors should do now

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 AI pivot happening with hyperscalers, the rise of open source models, what the Mythos/Fable 5 situation means for governments and investors, Kevin Warsh's first Fed press conference, where inflation is actually headed, and why bitcoin is still in a bear market and what needs to change.
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0:00 - Intro
0:57 - AI pivot & hyperscaler weakness
5:47 - Open source models & US vs China AI race
7:19 - Token demand, Jevons Paradox & AI adoption trends
14:22 - When does the CapEx spending become a problem?
17:59 - Open source vs closed AI models — who wins long term?
19:25 - Agency & what it means for individuals
24:34 - Is AI & energy the only thing holding the market up?
28:32 - Kevin Warsh's first Fed press conference
31:36 - Inflation outlook & next CPI print
37:44 - Why so many Americans feel trapped & real cost of living
44:51 - Bitcoin bear market & what needs to change

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 SpaceX IPO, orbital data centers, and the critical minerals powering the AI buildout. We also discuss the AI model wars, why Jordi thinks Sam Altman won't be running OpenAI within a year, and how the New York Knicks playoff run connects to the future of crypto and blockchain in a world of AI and deep fakes.
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0:00 - Intro
1:00 - SpaceX IPO, Elon & orbital data centers
12:15 - Critical minerals & the AI supply chain
18:55 - American industrial sovereignty & critical chemicals
22:36 - AI model cost crisis & who wins the model war
37:10 - Knicks NBA Finals & the case for crypto in an AI world
47:48 - Jeff Bezos launches Prometheus
50:34 - AI use case of the week

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Chris Kline is the co-founder and COO of Bitcoin IRA. In this conversation, we break down the biggest myths about bitcoin — including whether it's too late to buy, whether it's too volatile for retirement savings, and whether the government will ever ban it. We also discuss the strategic bitcoin reserve, quantum computing fears, and the convergence of AI and crypto.
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0:00 - Intro
0:31 - Myth #1: It's too late to buy bitcoin
2:13 - Myth #2: Bitcoin is too volatile for retirement savings
6:09 - Myth #3: The government will ban bitcoin
10:50 - Myth #4: Quantum computing is a threat to bitcoin
14:12 - Giveaway: 1914 Federal Reserve notes + Bitcoin IRA offer