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 break down why hedge funds are blowing up, the lessons from LTCM, and how tokenization could reshape the entire industry. We also discuss why bitcoin is holding strong, why CPI doesn’t matter anymore, whether Anthropic’s growth is slowing, and Elon’s flying car.
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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!
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0:00 - Intro
1:12 - What LTCM teaches us about today’s market
14:10 - Tokenization & the death of hedge funds
17:40 - Why bitcoin is holding strong
23:33 - AI is offense, bitcoin is defense
26:47 - When bitcoin’s next rally happens
29:38 - Why CPI doesn’t matter anymore
35:59 - Debate: is Anthropic’s growth slowing?
54:02 - Elon’s flying car & a Tesla SpaceX merger
57:26 - AI capital needs & market liquidity

Eric Jackson is the founder of EMJ Capital and the investor behind the high-profile Carvana and Opendoor calls. This was recorded live at the Silvia Investor Summit in New York. In this conversation, we break down the rise of the retail investor, how he uses AI in his research, and what he saw inside Hut 8’s massive AI data center campus. We also discuss his AI-powered bitcoin model, when to sell, and using AI to beat prediction markets.
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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!
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0:00 - Intro
0:25 - Why public companies now care about retail investors
3:55 - How Eric uses AI for investment research
6:21 - Inside Hut 8’s massive AI data center build
15:57 - Building conviction on misunderstood stocks
18:10 - Eric’s daily routine & the Drake videos
21:48 - Portfolio construction, small caps & crypto
24:18 - How to know when to sell
25:35 - AI bitcoin model: bull, or bear market?
28:31 - Beating prediction markets with AI

Ryan Cohen is the CEO and Chairman of GameStop and the co-founder of Chewy. This was recorded live at the Silvia Investor Summit in New York. In this conversation, we break down how AI is changing work and hiring, his concerns about where humans fit in an automated future, and the rise of the retail investor. We also discuss Neuralink, how he talks to shareholders, his biggest failure, and the legacy he wants to leave.
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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!
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0:00 - Intro
0:30 - AI risks & how GameStop uses AI
3:04 - How Ryan spends his time
6:05 - Hiring in the age of AI
7:45 - Why Ryan wants to learn Chinese
8:55 - Robots, UBI & human utility
13:53 - Neuralink & brain-computer interfaces
17:50 - Retail investors vs Wall Street
21:10 - Greatest strengths & weaknesses
23:05 - Shareholder communication & ignoring the noise
28:04 - Biggest failure
29:45 - Legacy & final thoughts

Chris Camillo is a self-taught investor known for pioneering social arbitrage investing and the host of Dumb Money Live. This was recorded live at the Silvia Investor Summit in New York. In this conversation, we break down his $10M one-day Amazon options trade, how AI corrupted Google Trends data, and why retail investors underuse leverage and concentration. We also discuss humanoid robotics, autonomous warfare, and why the best investors today are outside Wall Street.
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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!
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0:00 - Intro
0:34 - Social arbitrage, AI & humanoid robotics
4:46 - Changing your mind & the Lululemon Google Trends trade
9:40 - Using conversational data to find trades
12:36 - The $10M Amazon earnings trade
21:31 - Cash, leverage & concentration
26:22 - Leveraged S&P ETFs & tail risk
29:22 - AI risk, drones & autonomous warfare
34:40 - Investing as a lifestyle & community
37:30 - Finding great retail investors & why they win

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 coming “bankpocalypse,” why AI agents will disrupt banks and big tech, and whether AI models are becoming commoditized. We also discuss the bitcoin setup, crypto’s shift from contrarian to consensus trade on Wall Street, and how to separate signal from noise in the AI bubble debate.
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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
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This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure.
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0:00 - Intro
0:54 - The “bankpocalypse” 
5:20 - Can AI agents disrupt Amazon & the banks?
10:08 - Are AI models becoming commoditized?
20:40 - How do personal agents make money?
23:30 - Toll collectors: compute & crypto
28:16 - Bitcoin outlook & why patience pays
33:53 - Crypto & Wall Street: contrarian to consensus
38:46 - Bubble talk: signal vs noise
44:00 - Jordi’s 2027 crypto world tour