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 the midterm blue wave and the market sell-off, why the S&P 500 may really be 492 bonds and 8 call options, and why bitcoin is positioned to beat public stocks. We also discuss easing liquidity, the Elliott Wave setup for bitcoin, Iran and oil, gold, and hedge fund deleveraging.
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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
1:01 - Midterm blue wave & market sell-off
5:30 - S&P 500 is 492 bonds & 8 call options
9:37 - Why bitcoin beats public stocks
18:29 - Bitcoin liquidity & Elliott Wave setup
23:33 - Bitcoin vs the AI trade
29:17 - Is AI winner take all?
31:40 - Marvell deal & hedge fund deleveraging
38:25 - Iran, oil & falling inflation
42:48 - Gold, Qualcomm & the AI trade
49:08 - Midterm memes & political extremism
54:16 - How we used AI this week

Ron Biscardi is the CEO and co-founder of iConnections, one of the largest platforms connecting institutional investors with fund managers. In this conversation, we break down how pensions, endowments, and sovereign wealth funds are thinking about AI, data centers, Anthropic, and the venture comeback. We also discuss what’s holding back institutional bitcoin adoption, and private credit.
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TomorrowX Summit | November 17–18 | Moody Center, Austin, TX. Hear from Jensen Huang, David Solomon, Jon Gray, Marc Rowan and more of the top CEOs and investors in AI, in a banking-conference-style event open to retail investors. Hosted by Ron Biscardi, Gavin Baker, and Antonio Gracias. Use code SYLVIA for 20% off tickets.
👉 https://tomorrowxsummit.com
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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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This episode is brought to you by Investor Health — clinician-prescribed protocols for weight, metabolism, energy, and longevity, delivered to your door in 48–72 hours. No office visits, no referrals. Plans start at $149/mo. Learn more at ⁠http://www.InvestorHealth.com/pomp⁠. Investor Health is a telehealth platform, not a medical provider. Compounded medications are not FDA-approved. Individual results may vary and treatment requires evaluation by a licensed provider.
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0:00 - Intro
1:29 - How institutional money is reacting to the midterms
4:44 - Texas data center slowdown
8:51 - SpaceX orbital data centers
12:02 - Anthropic, OpenAI & the venture comeback
19:45 - What institutions really think of bitcoin
23:32 - Regulation, custody & the Binance hack
27:08 - Is private credit fear overblown?
32:35 - Why institutions move slower
34:50 - TomorrowX Summit in Austin

Jan Van Eck is the CEO of VanEck, a global asset manager with roughly $235 billion under management. In this conversation, we break down his 10-year macro framework, why India could rival Europe, and how AI is reshaping VanEck from the inside. We also discuss runaway government spending, why he says everyone should own gold and bitcoin, crypto ETFs, 24/7 trading, and AI agents managing money.
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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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Today's episode is sponsored by Abra. Hold bitcoin with a plan: explore bitcoin-backed borrowing for liquidity or a BTC-denominated yield strategy managed by Abra Capital Management. Learn about options, terms, and risks at https://www.abra.com/pomp. Borrowing may trigger liquidation; investment strategies may lose principal.
Paid sponsorship. Not investment advice.
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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
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0:00 - Intro
0:20 - VanEck today & the 10-year macro framework
2:54 - Why India will be as big as Europe
4:59 - AI as a decade-long theme & projecting token demand
7:05 - How VanEck uses AI internally
10:42 - Government money printing & rising rates
14:17 - Gold, bitcoin & the risk of a U.S. default
16:50 - Can AI deflation bail out government spending?
17:41 - Crypto ETFs & which altcoins survive
18:48 - Tokenization & 24/7 trading 
21:47 - AI agents trading & allocating money
25:50 - The ETF industry 5 years from now

Michael Tannenbaum is the CEO of Figure and a former executive at SoFi and Brex. In this conversation, we break down housing affordability after the midterm blue wave, how Figure cut the cost of a mortgage from $12,000 to $1,000, and why the business is growing at a “Rule of 150” pace. We also discuss tokenization, crypto-backed bitcoin loans, AI, and the future of lending on chain.
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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
=======================
This episode is brought to you by Investor Health — clinician-prescribed protocols for weight, metabolism, energy, and longevity, delivered to your door in 48–72 hours. No office visits, no referrals. Plans start at $149/mo. Learn more at http://www.InvestorHealth.com/pomp. Investor Health is a telehealth platform, not a medical provider. Compounded medications are not FDA-approved. Individual results may vary and treatment requires evaluation by a licensed provider.
=======================
0:00 - Intro
0:54 - Housing affordability & the midterm blue wave
3:34 - How Figure makes mortgages faster & cheaper
7:21 - Rule of 150 & how the marketplace makes money
13:32 - Expanding beyond HELOCs into auto & small business
15:30 - Tokenization: plumbing vs the consumer pitch
18:27 - How Figure uses data & AI
25:52 - Growth outlook & regulatory risk
30:05 - Crypto-backed loans with bitcoin & ethereum
31:45 - What keeps him up at night
33:49 - Figure’s future & message to investors

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 $6 billion Binance hack and what it means for bitcoin, the rise of AI-driven cyber attacks, Anthropic’s S-1, Microsoft’s 60,000-person buyout offer, and Eli Lilly’s record quarter. We also discuss interest rates, the AI bubble debate, and why Jordi believes bitcoin is the purest AI 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!
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Today's episode is sponsored by Abra. Hold bitcoin with a plan: explore bitcoin-backed borrowing for liquidity or a BTC-denominated yield strategy managed by Abra Capital Management. Learn about options, terms, and risks at abra.com/pomp. Borrowing may trigger liquidation; investment strategies may lose principal.
Paid sponsorship. Not investment advice.
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0:00 - Intro
0:56 - Binance $6B hack & AI cyber threats
9:13 - Bitcoin volatility, tokenization & key price levels
13:32 - FTX parallels: is the bottom in?
21:15 - AI bubble fears vs exploding fundamentals
24:15 - Microsoft’s 60,000 buyouts & labor vs capital
29:11 - Anthropic S-1 & why bitcoin is the purest AI trade
34:06 - Private market valuations & slow AI adoption
38:41 - Eli Lilly’s record quarter
48:29 - Cybersecurity stocks & Palantir
49:37 - AI use cases & Silvia Legacy