The Pomp Podcast

Anthony and John Pompliano break down what’s really happening in the bitcoin market — why price has stalled, how volatility is evolving, and what most investors are missing about the next phase of this cycle. We dig into the Federal Reserve’s rate-cut debate, the broader economic backdrop, and how liquidity conditions are shaping risk assets — with a brief touch on BUD/S training and why discipline matters in markets and life.

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Jordi Visser is a macro investor with over 30 years of Wall Street experience and the writer behind the VisserLabs Substack. In this conversation, we break down the latest Fed decision, rate cuts, and their impact on bitcoin and public equities. Then we go deep into the AI landscape — where value is emerging, where risks remain, and how investors should be thinking about positioning for 2026.

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Mel Mattison is one of the leading macro strategists on the internet, known for his deep insights into global markets and digital assets. In this conversation, we break down why inflation fears are overstated, why rates may fall faster than expected, and how energy and politics are shaping today’s markets. We also cover the rise of young independent investors, growing distrust in institutions, and what all this means for bitcoin, s...

Jeff Park is the Partner & Chief Investment Officer at ProCap Financial. In this conversation, we break down the Fed’s year-end shift toward rate cuts and easier liquidity, what it means for markets, and why bitcoin sentiment feels so negative despite strong performance. Jeff also digs into how AI investment is reshaping the macro landscape, what institutional players like BlackRock and Stripe signal for crypto, and why ProCap’...

Anthony and John Pompliano dig into what’s really at stake at the upcoming Federal Reserve meeting — whether the move should be 25 bps, 50 bps, or nothing at all. We break down how those decisions ripple through markets and why bitcoin’s unique monetary policy is becoming impossible for the world to ignore. Plus, we break down the shift as bitcoin miners move into AI infrastructure — why it’s happening, how they’re doing it, and wh...

Jordi Visser is a macro investor with over 30 years of Wall Street experience, and he also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we break down the major forces driving markets today — bitcoin’s price action, accelerating institutional adoption, the latest AI developments, internal tensions at OpenAI, and an overlooked industrial company he believes will be critical to the ...

Seamus Rocca is the CEO of Xapo Bank. In this conversation, we dig into the real-world data behind Bitcoin adoption — why it looks very different from the popular narratives, who is actually using bitcoin, which geographies are driving growth, and how ETFs and corporate treasuries are reshaping demand. He also shares the surprising areas where bitcoin products may take off next.

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Darius Dale is the Founder & CEO of 42 Macro. In this conversation, we break down the growing divisions inside the Federal Reserve, the real odds of a December rate cut, and who may lead the Fed next. Darius explains how Fed policy is moving asset prices in every direction and why markets are pricing something very different from what the Fed is saying.

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Jeff Park is the Partner & Chief Investment Officer at ProCap BTC. In this conversation, we break down the latest FUD around Strategy and Tether — what’s real, what’s noise, and why these narratives keep coming back. Jeff also explains why crypto sentiment feels so beaten down, what’s actually driving price action, and how to think about the current liquidity backdrop. We wrap with why QT is effectively over, QE is creeping bac...

Anthony and John Pompliano break down the chaos inside today’s markets — from Bitcoin’s pullback to what’s really happening with the ETFs. We dig into why Vanguard suddenly capitulated, how a Trump-appointed Fed chair could reshape the entire macro landscape, and why political goggles are destroying people’s ability to think clearly about money. Plus, we unpack Michael and Susan Dell’s massive $6.25 billion donation to jump-start i...

Natalie Brunell is one of the leading voices in bitcoin, widely respected for helping millions understand the asset and the broader macro landscape. In this conversation, we break down why Bitcoin’s price has stalled, how it stacks up against gold, the biggest misconceptions critics still get wrong, stablecoins, Wall Street’s growing role, and whether Satoshi’s identity even matters. Natalie also shares insights from her book Bitco...

Anthony and John Pompliano dig into whether markets have truly bottomed or if more pain is coming. They break down the economy, inflation, rates, politics, and immigration — and how all of it is shaping investor psychology right now. Plus, they unpack Mike Green’s argument that America’s real poverty line may be closer to $140,000 than $31,000.

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Matthew Sigel is the Portfolio Manager of the VanEck Onchain Economy ETF ($NODE), one of the most forward-thinking institutional products in the crypto ecosystem. In this episode, we break down how major institutions are evaluating Bitcoin — from market structure and sentiment to what’s driving recent price action. Matthew shares the three indicators he uses to gauge Bitcoin’s direction, how he thinks about buying during volatility...

Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and produces deep-dive investing videos on YouTube. In this episode, we unpack the latest market pullback — why prices are dropping, why investor fear has spiked, and whether this is the start of a bear market or simply a healthy correction. We also break down asset performance, where Jordi sees opportunity, ...

Jeff Park is the Partner and Chief Investment Officer at ProCap BTC. In this conversation, we break down why bitcoin’s price has been slipping and whether the market is actually signaling the start of a bear trend. Jeff explains the key forces driving sentiment — from liquidity pressures to global macro shifts — and why a slightly negative year for bitcoin might not be as bearish as it sounds.We also dig into what it would take for...

Anthony and John Pompliano dive into bitcoin’s latest price action — from the sharp sell-off and rising bear-market fears to what long-term investors should actually do right now. Anthony gets personal, breaking down how he invests, how he thinks about buying vs. selling, and why he separates the “gambling table” from the “long-term lounge.”

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Simple Mining makes Bitcoin mining simple and accessible for everyone....

Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation, we break down the recent sell-off in asset prices — why the absence of a clear catalyst matters, how it may change the way you think about your portfolio, and where Jordy believes capital could rotate over the next 12–16 months. We also dig into Bit...

Teresa Goody Guillén is CZ’s personal attorney and a key legal voice behind his recent pardon. In this conversation, we cut through the online controversy and break down what actually happened. Teresa explains how the pardon process works, addresses the biggest misconceptions, and answers the tough questions — from ‘pay-to-play’ accusations to whether any corruption was involved, and what this all means for Binance moving forward.

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Jeff Park is the Partner and Chief Investment Officer at ProCap BTC. In this episode, we break down why bitcoin has been moving sideways and whether investors should actually be concerned. Jeff walks through major forces shaping the market — from 50-year mortgages and government backstops to the surge in AI data-center demand. We also touch on Square’s bitcoin payments rollout, the state of stablecoins, and where sentiment goes nex...