The Pomp Podcast

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss why the stock market keeps hitting all-time highs despite bad news, why AI and biotech are more underappreciated than most people realize, how Eli Lilly's AI partnerships could transform longevity and chronic disease, and where Jordi thinks you need to position your portfolio to actually compound in an exponential world.
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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/
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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.
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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.
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0:00 - Intro
0:35 - Why markets keep hitting all-time highs despite bad news
10:30 - Consumer confidence, savings rate & what it means
16:02 - Running the economy hot — who wins and who loses
19:30 - AI + biotech: why Eli Lilly is the sleeper story
31:27 - How AI will improve education, finance & health
38:48 - Why your wealth manager may be failing you in the exponential era

Morgan Brennan is a CNBC anchor and host of Overtime, covering markets, defense, space, and industrial technology. In this conversation, we break down the SpaceX IPO, the rise of defense tech and America's re-industrialization movement, how the White House is allocating capital like a private equity firm, and why spectrum has become the hottest commodity in the AI arms race.
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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/
========================
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.
========================
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
0:51 - SpaceX IPO breakdown & what investors need to know
7:31 - Government & private enterprise: navigating regulation
10:03 - SpaceX wealth creation & the constellation of startups it spawned
14:04 - Peter Thiel's outsized impact on national defense
16:48 - Re-industrialization & tariffs
22:09 - How America's re-industrial movement is taking root
27:01 - White House asset management & allocating capital
35:18 - JPMorgan, private capital & the pro-America shift
38:41 - Iran, markets & the economic outlook
44:08 - Defense tech: who can build it AND sell it
51:38 - Spectrum: the hottest commodity in the AI arms race
53:34 - Starlink, launch costs & the satellite boom
56:19 - Can public markets absorb the IPO wave?

Jan van Eck is the CEO of VanEck, a $200 billion asset manager and one of the leading ETF companies in the world. In this conversation, we discuss why bitcoin is still early in its institutional adoption cycle, the looming U.S. government spending crisis and what it means for your portfolio, VanEck's long-term bet on India, and how AI is beginning to reshape investment decisions.
=========================
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.
=========================
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
1:14 - Private credit market & where the opportunity is
4:26 - ETF industry growth & what most people miss
6:09 - VanEck's history & gold as a core asset class
9:42 - AI, commodities & the infrastructure buildout
12:34 - Bitcoin vs. gold — why BTC hasn't kept up
22:22 - VanEck's big bet on India
28:49 - Navigating today's macro environment
34:06 - U.S. government debt & the Social Security crisis
38:12 - Balancing economic data & sentiment 
44:31 - Corporate AI adoption & the token cost problem
49:28 - When will AI make investment decisions?
56:33 - Jan's father's legacy & what guides VanEck today

Porter Stansberry is the founder of Stansberry Research and the author of “2029: The End of America.” In this conversation, we discuss why Porter believes America is heading toward a great financial reset by 2029, the Social Security collapse, currency debasement, Warren Buffett's struggles over the last 20 years, and how to build a portfolio to survive what's coming — including gold, bitcoin, timberland, and his Honeycomb Portfolio 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/
======================
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 - What is the Fourth Turning?
3:21 - Why 2029 is the year of the great reset
9:57 - How past monetary resets happened (1933 & 1971)
12:58 - Both parties grow government — there's no off ramp
21:52 - Currency debasement & the real wage collapse
35:50 - Is there any way to stop the crisis?
42:53 - Warren Buffett's 20 years of mistakes
51:43 - The permanent portfolio explained
1:01:28 - How to price gold vs. bitcoin
1:06:39 - Bitcoin's biggest mispricing in a decade
1:10:16 - Why Timber belongs in your portfolio
1:13:42 - Honeycomb portfolio strategy & closing

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 surge in rate hike expectations, how the Iran conflict is fueling inflation, the AI trade rotation out of memory names, and why bitcoin stands to benefit from the macro chaos ahead.
====================
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/

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.
====================
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
0:42 - Why rate hike odds suddenly surged & potential impact
6:23 - Inflation expectations & energy prices
9:34 - How this is different from 2022
15:38 - Where Jordi is rotating in the AI trade
20:45 - The commodity bull market & silver
24:51 - Why bitcoin could break out before summer & short-term outlook
31:01 - What will get Jordi to change his mind?
36:00 - The K-shaped economy & economic data
40:22 - S&P profit margins & bubble warning signal? 
44:51 - The debt crisis & what it means for bitcoin
50:41 - Jordi’s upcoming video