New episodes every weekday at 5pm ET 👇 pomppiped.video/

I sat down with @DariusDale42 to break down whether Scott Bessent is bluffing the bond market, why stocks keep hitting highs, and why balancing the budget may be impossible. We also discuss the K-shaped economy, AI, bitcoin, and America's political realignment. YouTube: piped.video/watch?v=Z7xDFOs7… Spotify: open.spotify.com/episode/7ri… Apple: podcasts.apple.com/us/podcas… TIMESTAMPS: 0:00 - Intro 0:47 - Is Scott Bessent bluffing the bond market? 7:34 - Druckenmiller's op-ed & Bessent's playbook 13:13 - Why stocks & bitcoin are near all-time highs 16:42 - Why balancing the budget is impossible & the impact 24:30 - Housing, young vs old & the lock-in effect 28:02 - Cut, grow, or print? 32:12 - How AI & bitcoin can level the playing field 36:15 - Social mobility & keeping up with the Joneses 39:00 - America's political realignment & future outlook 49:45 - Power, politics & the path forward

$GOOG Logan Kilpatrick reveals Google is seeing early signs of recursive self-improvement, and it's showing up in their three-to-four-week release cadence, with Gemini 4 expected to get them back into contention "I think we are laser focused right now at the frontier. We're seeing all these early signs of recursive self-improvement. I think the other labs are seeing this as well, and so it's underscoring the value of being at the frontier." "Hopefully we'll see that with Gemini 4, but an immense amount of progress. I think you've seen this with the Gemini 3.5, 3.6, 3.7, 3.8, lined up in literally three-to-four-week increments, sometimes less, sometimes a little bit more." "We're seeing very reasonable progress, and again, this is the early signs of this recursive self-improvement loop." "So hopefully we'll see that translate over in the same way to Gemini 4, and it'll be our largest, most ambitious pre-training run so far. So I think it'll get us back in contention."

I sat down with @GalaxyOneZac to discuss: - what really happened at BlockFi - the fraud behind FTX and Alameda - risk management lessons he learned - GalaxyOne's banking, crypto & yield products - what AI-powered finance will look like - future of crypto industry YouTube: piped.video/watch?v=00BX2Ay8… Spotify: open.spotify.com/episode/7cB… Apple: podcasts.apple.com/us/podcas… TIMESTAMPS: 0:00 - Intro 1:05 - What really happened at BlockFi? 8:09 - Celsius, Voyager collapse & the run on BlockFi 10:01 - The FTX acquisition, Sam Bankman-Fried & discovering the fraud 13:32 - Lessons applied to risk management at Galaxy 16:08 - Silvergate, SVB & the "war on crypto" 18:49 - Regulatory politics & the future of crypto policy 22:10 - Rebuilding: what Zac learned post crypto war 26:36 - What is Galaxy One? 41:43 - AI agents & the future of banking

I spoke with Chase Koch, son of Charles Koch and a key leader at Koch, about the 41 operating principles that have helped create a business doing $125+ billion in revenue. Koch is one of the largest private companies in the world and their unique approach to management, technology, and hiring has created a very special organization that touches about 80% of the US economy. This is a must-listen for every investor, entrepreneur, and executive. YouTube: piped.video/AQpqTXvyekE?si=jnCd… Spotify: open.spotify.com/episode/2qG… Apple: podcasts.apple.com/us/podcas… TIMESTAMPS: 0:00 - Intro 1:22 - What is Koch? (scale, history, private company) 9:09 - Charles Koch's principles & the Sunday economics lessons 18:43 - Hiring philosophy: values first, skill second, credentials last 32:05 - Koch as a tech company: Infor, software & AI 35:30 - Horizontal capabilities & the Molex acquisition 41:47 - Turning acquisitions into principle-based cultures 47:03 - Origin story & lessons from near-bankruptcy failures 56:50 - Builder vs. operator: finding your comparative advantage 1:02:54 - Applying principles to society, bitcoin & individual sovereignty 1:08:50 - Stand Together: philanthropy, education & micro-schools 1:19:39 - Investing philosophy & finding the next big deal

Chase Koch. Tomorrow.

This conversation with NBA Champion @TThompson was very impressive. He has strong views on bitcoin, AI, SpaceX, prediction markets, financial literacy, and how analytics are reshaping sports. Feedback has been stronger than usual, so give it a listen or watch. YouTube: piped.video/watch?v=KgbU4zwl… Spotify: open.spotify.com/episode/0ur… Apple: podcasts.apple.com/us/podcas… TIMESTAMPS: 0:00 - Intro 0:51 - How AI & tech are transforming pro sports 5:37 - Transitioning from NBA champion to tech investor 8:49 - How Tristan evaluates AI investments 12:51 - Why Tristan is bullish on bitcoin 17:30 - Prediction markets & sports gambling 19:10 - Financial literacy & his legacy beyond basketball 21:48 - A company he's really excited about

I spoke with @jvisserlabs to 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. YouTube: piped.video/03S1ECNLBnA?is=btwP… Spotify: open.spotify.com/episode/1gA… Apple: podcasts.apple.com/us/podcas… TIMESTAMPS: 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

I sat down with @DariusDale42 for one of the most inspiring conversations we have ever had. 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. YouTube: piped.video/tB9g74f0vbs?si=wWAT… Spotify: open.spotify.com/episode/1iJ… Apple: podcasts.apple.com/us/podcas… TIMESTAMPS: 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

When my brother @APompliano and I get together, you know it’s real talk, fam—never radio friendly. Enjoy! piped.video/tB9g74f0vbs?is=VOw0… via @PompPodcast @42Macro

I sat with @polinapompliano to discuss why socialism 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. YouTube: piped.video/fibXItMHXLE?si=Vml0… Spotify: open.spotify.com/episode/0Fd… Apple: podcasts.apple.com/us/podcas… TIMESTAMPS: 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

Jordi Visser ( @jvisserlabs ) says that AI easy money is over.

My crazy uncle @PeterSchiff came to get the intellectual beatdown he deserves. Tomorrow.

I spoke with @nickgrossman about his "Rebel Alliance" thesis for AI. 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. YouTube: piped.video/watch?v=-gfiIVfZ… Spotify: open.spotify.com/episode/0L5… Apple: podcasts.apple.com/us/podcas… TIMESTAMPS: 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 22:46 - How AI reshapes market signals & information edges 27:02 - Apps building models & the fight over your data 35:26 - Five-year outlook for the AI stack 37:53 - US vs. China: the "philosophy" of AI models 40:26 - Personalized AI & where the Rebel Alliance thesis plays 43:49 - The dark side: jobs, data centers & society 47:40 - AI as a personal superpower & neural implants

I spoke with @geoffwoo about the "choke point" trade and why information asymmetry is determining investment returns more than ever. He unpacked 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. YouTube: piped.video/jjf-GBgkTIk?si=Bvos… Spotify: open.spotify.com/episode/0fy… Apple: podcasts.apple.com/us/podcas… TIMESTAMPS: 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

The SBF story Avi has never told before. When @SBF_FTX called @AviFelman from the Bahamas… — @PompPodcast

Jordi Visser: "It would be very surprising if Micron doesn't become a $2T over the course of the next year." Micron did more revenue last quarter than Nvidia did when Nvidia was a $4T company. Micron isn't a $4T company yet because it's being valued like a memory cyclical that already peaked. But that's wrong. Imagine the planet's food supply was built for a stable population and then 4 billion more people showed up overnight. That's what happened to memory demand when the agentic AI era started. And if you add in the expected growth in humanoid robots and autonomous vehicles, the demand for memory is only going to grow. Each new category of AI hardware compounds the demand curve. Jordi's timeline puts this demand regime at 5 to 10 more years. The market is still skeptical on $MU (and the memory trade) because of its recent strength. But Jordi thinks the strength continues. Our analysts at Milk Road PRO have been in $MU for exactly this reason and see the trade extending to $4,000. Join PRO at a 33% discount and get access to all our analyst portfolios along with their rationale for each investment. (link in first comment below) FT @jvisserlabs @APompliano @PompPodcast.

I spoke with @ankurnagpal to break down how retail investors can now access private markets like OpenAI, Anthropic, and SpaceX for as little as $500, the controversy around USVC's Anduril investment, the fund's portfolio strategy, QSBS, tax alpha, and what it means to build wealth in America. YouTube: piped.video/rRyifGRkSSI?si=Fg5d… Apple: podcasts.apple.com/us/podcas… Spotify: open.spotify.com/episode/41w… TIMESTAMPS: 0:00 - Intro 1:07 - The case for & against private market investing 9:27 - Inside USVC's fund structure (open to anyone with $500) 12:59 - What's in the USVC portfolio right now 14:44 - The Anduril SPV controversy explained 19:38 - Buying out LP stakes in venture funds 23:42 - Private markets vs S&P 25:34 - Lessons from AngelList's data on portfolio construction 30:44 - Why AI is no longer just a category & due diligence 34:16 - Biggest risks & tax alpha with USVC 39:22 - Sticking to the plan amid market change 40:43 - Working with Naval and what America means to Ankur

I sat down with @senatorkline to discuss the biggest myths about bitcoin, including volatility, government bans, quantum, AI, and if it is "over." YouTube: piped.video/KKNEfSIo5Tc?si=qr8w… Spotify: open.spotify.com/episode/6Ja… Apple: podcasts.apple.com/us/podcas… Chris gives away some 1914 Federal Reserve notes at the end of the episode, so make sure you pay attention on how you can get one of those. Enjoy!

In an AI world, the only thing that matters is distribution. Mr. Beast might have more of it than anyone alive for his audience. One question still remains.... Will he take Beast Industries public?

First Podcast Appearance in 5 years Building a Robotics focused investment firm has been one of the most fascinating experiences of my life Robots will be as ubiquitous as smart phones within a decade. Everyone should be paying attention and the @RoboStrategy team will be sharing much more about the most exciting developments in the industry