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 Leopold Aschenbrenner hedge fund unwind, the market crashes in South Korea and Japan, Kevin Warsh and the Fed's next move, and the case for compute scarcity as AI demand outpaces supply. We also discuss tokenization and why bitcoin remains the ultimate hedge and store of value in a world being reshaped by AI.

======================

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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======================

• 0:00 - Intro
• 0:48 - Leopold's fund unwind & lessons from past blowups
• 9:21 - Hedge fund leverage & how AI is reshaping market structure
• 11:45 - Korea & Japan's market collapse
• 13:56 - AI will destroy all public companies?
• 15:20 - The bull case for hyperscalers & compute scarcity
• 27:44 - Why bitcoin is the best hedge fund ever
• 29:12 - Kevin Warsh & the Fed
• 33:48 - Does this help Wall Street or Main Street?
• 36:47- Advice for a 25-year-old starting their career today
• 41:18 - Bitcoin & the rest of crypto industry
• 48:52 - Migration, digital money & the breakdown of borders
• 57:56 - What Jordi is covering in his next video

Darius Dale is the founder and CEO of 42 Macro. In this conversation, we break down what the Fed should do next, how money printing quietly erodes your purchasing power, Kevin Warsh's plan to reshape the Fed, what history says happens to economies as K-shaped as ours, and what gives Darius hope for the future.

====================

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

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Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.

====================

Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp

====================

• 0:00 - Intro
• 0:56 - What the Fed should do vs. what they will do
• 7:19 - Dollar debasement: pricing assets in "units of dollars"
• 11:29 - Kevin Warsh, ending forward guidance, & AI-driven disinflation
• 18:29 - Red states vs. blue states: fixing the K-shaped economy
• 26:53 - Explicit vs. implicit socialism & the Wealth Pump theory
• 32:01 - What gives Darius hope for the future

Anthony and Polina Pompliano discuss  why socialism — both explicit and implicit — is the biggest threat to investor portfolios, and why the economy feels painful despite the stock market hitting all-time highs. We also discuss bitcoin, the Clarity Act, and Google's AI spending bet.

===================

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

===================

Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at ( https://partner.blofin.com/d/Pomp ).

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• 0:00 - Intro
• 0:52 - Interest rates, the Fed & the economy
• 6:28 - Why socialism is the #1 threat to investors
• 15:26 - Bitcoin price update & the Clarity Act
• 23:56 - AI's business model & Google's big bet
• 34:12 - Market sentiment, the cost-of-living crisis & gambling addiction
• 41:37 - Closing message: be nice

Dan Ives is the Partner and Senior Managing Director at Yorkville Ives, a new merchant bank he's building. In this conversation, we break down the AI trade—Chinese open-source models, Anthropic's slowing revenue growth, the biggest bottlenecks in chips, memory, and energy, and the political battles over data centers.

======================

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

======================

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======================

This episode is brought to you by TikTok for Business. If you run a company, your next wave of customers may already be on TikTok. With more than 200 million monthly active users in the U.S. and 51% unique reach, TikTok gives brands access to audiences they can't reach anywhere else. Learn how to turn that reach into growth at TikTok for Business ( https://anthonypompliano.splashthat.com/ )

======================

• 0:00 - Intro
• 0:51 - Chinese vs American open-source models, & the Anthropic IP lawsuit
• 4:36 - Falling model costs and the pricing war
• 5:55 - Cultural bias baked into Chinese AI models?
• 7:44 - Will AI models eat the whole stack? 
• 11:20 - Specialized AI workflows & model routing
• 14:00 - Mag 7 free cash flow vs. exploding semiconductor revenue
• 17:37 - The real AI bottlenecks: memory chips, data centers & energy
• 30:13 - Anthropic's revenue growth is slowing — should investors worry?
• 31:17 - Why Dan is leaving Wall Street to build Yorkville Ives
• 34:32 - Dan's AI market predictions & closing thoughts

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 AI trade — Chinese open-source models catching up, Google's massive CapEx bet, and the memory shortage bottlenecking it all. We also cover Travis Kalanick's stealth robotics empire, what AGI in three years means for jobs and the Fed, and where Bitcoin, Ethereum, and the Clarity Act go next.

======================

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

======================

This episode is brought to you by TikTok for Business. If you run a company, your next wave of customers may already be on TikTok. With more than 200 million monthly active users in the U.S. and 51% unique reach, TikTok gives brands access to audiences they can't reach anywhere else. Learn how to turn that reach into growth at TikTok for Business ( https://anthonypompliano.splashthat.com/ )

======================

Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.

======================

• 0:00 - Intro
• 0:48 - Chinese open-source AI models & the risk to portfolios
• 12:10 - Google's massive CapEx bet & the odds it pays off
• 16:53 - Anthropic's growth slowdown & the shift to token efficiency
• 19:39 - The memory & compute shortage
• 29:00 - Travis Kalanick's stealth robotics & ghost-kitchen empire
• 40:06 - The Fed & rate policy
• 43:23 - Bitcoin's setup & why the "easy" AI trade is over
• 50:36 - Jordi's prompting method for AI research & upcoming video

Peter Schiff is the host of The Peter Schiff Show podcast and a longtime economist and gold advocate. In this conversation, we break down real inflation versus the official CPI, the Fed's political motivations, and whether AI and tariffs are inflationary or deflationary. We also cover the Iran war's impact on oil, Social Security's looming collapse, and a five-year bet on bitcoin versus gold.

===================

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

===================

Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~9% APY on real world assets, paid hourly. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at figure.com/disclosures/

===================

Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at ( https://partner.blofin.com/d/Pomp ).

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This episode is brought to you by mogul ( https://www.mogul.club/pomp ). Deloitte estimates that $4 trillion of real estate will move onto the blockchain over the next decade. Through tokenized residential real estate, mogul gives investors access to professionally managed properties with targeted yields, monthly rent payouts, and potential tax benefits — all without the headaches of being a landlord. Learn more and claim a special offer at https://www.mogul.club/pomp . See important disclosures at disclaimer.mogul.club.

===================

• 0:00 - Intro
• 0:50 - How high is inflation really right now?
• 14:36 - AI, robotics, tariffs & deportations: deflationary or not?
• 25:24 - Will the Iran war make inflation worse?
• 33:40 - Could inflation hit double digits? (Trump vs. Biden blame)
• 40:29 - Social Security's looming collapse
• 50:14 - Does Peter Schiff own bitcoin?
• 52:43 - Bitcoin vs. gold: the real performance numbers
• 1:00:45 - The bitcoin vs. gold bet
• 1:05:40 - The "Crazy Uncle Portfolio"
• 1:10:02 - What's actually in Peter Schiff's portfolio?
• 1:18:54 - Outro

Nick Grossman is a General Partner at Union Square Ventures. In this conversation, we break down his "Rebel Alliance" thesis for AI — why he believes the industry is too big for one or two companies to dominate. We also discuss USV's internal multi-agent platform, model routing economics, AI's growing role in venture capital and financial markets, data privacy risks, and what happens to jobs and society as agents get smarter.

=====================

BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $2,000 in rewards.

=====================

Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at ( https://partner.blofin.com/d/Pomp ).

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Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp

=====================

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

=====================

• 0:00 - Intro
• 0:42 - The "Rebel Alliance" thesis: why one company won't dominate AI
• 7:15 - General-purpose vs. specialized models in USV's portfolio
• 8:40 - Compute costs & the rise of model routing
• 11:14 - Inside USV's internal multi-agent system
• 16:25 - AI's role in venture capital & autonomous investing
• 22:50 - How AI reshapes market signals & information edges
• 27:06 - Apps building models & the fight over your data
• 35:31 - Five-year outlook for the AI stack
• 37:57 - US vs. China: the "philosophy" of AI models
• 40:30 - Personalized AI & where the Rebel Alliance thesis plays
• 43:53 - The dark side: jobs, data centers & society
• 47:44 - AI as a personal superpower & neural implants

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 AI stock slowdown, why China's new Kimi K3 model is upending the AI trade, and the hidden cultural bias baked into these systems. We also discuss the cooler inflation report, Fed Chair Kevin Warsh's early moves, bitcoin's reaction, and why robotics could be the next big AI trade.

======================

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Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at ( https://partner.blofin.com/d/Pomp ).

======================

This episode is brought to you by TikTok for Business. If you run a company, your next wave of customers may already be on TikTok. With more than 200 million monthly active users in the U.S. and 51% unique reach, TikTok gives brands access to audiences they can't reach anywhere else. Learn how to turn that reach into growth at TikTok for Business ( https://anthonypompliano.splashthat.com/ )

======================

Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

======================

• 0:00 - Intro
• 0:50 - AI stock unwind & the summer slowdown
• 5:45 - Framework for picking AI winners
• 7:1 3 - China's Kimi K3 & open source vs. closed models
• 11:09 - Model routers & how many models is too many?
• 17:46 - The hidden "cultural weights" in AI models
• 22:37 - Inflation report & Fed reaction 
• 32:28 - Bitcoin's reaction & crypto allocation
• 39:26 - Nasdaq outlook & where he's avoiding
• 45:09 - Software stocks & what is the next trade?

Ramez Naam is an investor at Planetary VC and a longtime clean energy and AI expert. In this conversation, we break down the energy bottleneck constraining AI growth — from gas turbines and batteries to floating ocean data centers and Elon's orbital data center ambitions. We also cover why bitcoin miners are pivoting to AI infrastructure, general vs. narrow superintelligence, and the data bottleneck reshaping AI training.

====================

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Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp

====================

Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.

====================

• 0:00 - Intro
• 1:03 - Why power is the real bottleneck for AI & solutions
• 7:35 - Elon's orbital data center thesis
• 11:17 - Cooling & maintenance challenges in space
• 15:06 - Panthalassa: floating ocean data centers
• 19:16 - Base Power & Texas deregulated grid
• 21:30 - Giga Energy: from bitcoin mining to AI infrastructure
• 22:44 - American Consolidated Electric & supple chain bottlenecks
• 24:58 - General vs. narrow superintelligence
• 33:02 - Where untapped data lives & building a data moat
• 36:47 - Token costs, open source models & model routing
• 41:53 - What is the mission Ramez is going after?

Stephanie Roth is the Chief Economist at Wolfe Research. In this conversation, we break down whether inflation has peaked, why tariffs, AI chip shortages, and the Iran war are driving short-term prices, and why consumers feel poor despite a resilient economy. We also cover trust in government data, incoming Fed chair Kevin Warsh, the 2026 IPO wave, and the bitcoin and gold debasement trade.

==================

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Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!

==================

Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp

==================

• 0:00 - Intro
• 1:03 - Has inflation peaked? Tariffs, AI & energy price drivers
• 5:14 - Why consumers feel poor despite a strong economy
• 7:43 - Can you trust government economic data?
• 13:54 - Housing affordability & why NYC rent hit an all-time high
• 17:43 - Return to office, commutes & worker productivity
• 21:37 - Kevin Warsh takes over the Fed — what's changed?
• 30:57 - Could the Fed cut rates to influence the 2026 election?
• 35:42 - The mega IPO wave & the AI bubble question
• 41:32 - What happened to the bitcoin & gold debasement trade?
• 43:00 - What keeps a chief economist up at night?

Geoff Woo is the co-founder and managing partner of Anti Fund and a co-founder of Ketone-IQ and Archive. In this conversation, we break down choke points and information asymmetry — how smart money hunts for bottlenecks in AI, semiconductors, tungsten, and power. We also cover defense tech, humanoid robots, biohacking, Trump's aura in the Oval Office, and where bitcoin fits into Geoff's portfolio after 13 years of holding.

======================

Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~9% APY on real world assets, paid hourly. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at figure.com/disclosures/

======================

This episode is brought to you by mogul ( https://www.mogul.club/pomp ). Deloitte estimates that $4 trillion of real estate will move onto the blockchain over the next decade. Through tokenized residential real estate, mogul gives investors access to professionally managed properties with targeted yields, monthly rent payouts, and potential tax benefits — all without the headaches of being a landlord. Learn more and claim a special offer at https://www.mogul.club/pomp See important disclosures at disclaimer.mogul.club.

======================

Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.

======================

• 0:00 - Intro
• 1:00 - Why VCs are hunting for choke points in every industry
• 4:45 - Can OpenAI & Anthropic crush every AI startup?
• 13:40 - How Geoff uses AI daily & the tungsten choke point
• 17:43 - Investing across public & private markets
• 25:48 - The memory trade, CapEx & the power/fusion bet
• 33:07 - How top investors like Peter Thiel play every trend at once
• 35:03 - Inside Anti Fund's defense thesis
• 39:50 - AI, robots & the ethics of force
• 45:15 - The Waymo & teenagers story
• 52:18 - Facial recognition & the end of privacy
• 54:44 - Neuralink vs ultrasound brain-computer interfaces
• 57:05 - Biohacking, sleep & the future of longevity
• 1:06:33 - Gambling, hustle culture & internet fame
• 1:22:20 - Geoff's honest take on bitcoin
• 1:26:19 - Where to find Anti Fund