The Pomp Podcast

Dave Portnoy is the founder of Barstool Sports and author of Cancel Me If You Can. In this conversation, we break down how ESPN tried to force him out of his own company and how he engineered the legendary $1 buyback, his days as "Davey Day Trader" during Covid and the GameStop saga, his history with Bitcoin and crypto, and why he's considering running for mayor of New York City.
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0:00 - Intro
0:52 - How ESPN tried to fire Dave from his own company & the $1 buyback
12:47 - How Pomp and Dave first met & the Barstool Finance deal
14:55 - Davey Day Trader, Covid, & going to war with Wall Street
18:33 - GameStop & Steve Cohen
23:30 - Barstool's content model & talent machine
29:45 - The Business Insider hit piece
34:05 - Running for mayor of New York City
37:36 - How many houses does Dave have?
39:26 - AI and the future of content
41:51 - His ex-wife & the bank account story
44:12 - Bitcoin — bad trades, losses, & where he stands now
47:32 - Crazy Barstool moments
54:35 - The new book "Cancel Me If You Can"

Avi Feldman is a former hedge fund manager and host of the 1000x Podcast. In this conversation, we discuss why he sold all of his bitcoin and crypto after nearly a decade in the industry, how he's thinking about the AI trade and what comes after the memory stock boom, why he believes the financialization of everyday life is accelerating, his current positions in biotech, defense, rare earth minerals, and the psychology of trading in volatile markets.
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Bitget is the world's largest Universal Exchange (UEX), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets. Bitget’s Stocks 2.0 brings 500 major equities and ETFs (like Tesla and NVIDIA) directly to your portfolio. Enjoy 1:1 mapping, deep liquidity, and USDT dividend payouts with ultra-low 0.04% fees. Upgrade your portfolio on Bitget.com today!
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0:00 - Intro
1:03 - Why he sold all his bitcoin & crypto
6:52 - The Hyperliquid thesis & the broken social contract
20:01 - What would make him buy bitcoin again?
21:58 - Strategy + STRC & how to gain an edge in the markets 
33:40 - What comes after the memory stock boom?
37:58 - Biotech, defense, & rare earth minerals
39:29 - Robostrategy, private markets & NAV premiums
44:08 - Why index fund returns may be lower going forward
55:40 - Contrarian investing & spotting a bubble
1:07:44 - Meme stocks, retail & future outlook
1:13:25 - The 1000x 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 AI trade and why it's far from over, the memory shortage driving Micron, which AI models are winning and losing, how agentic loops are replacing white collar jobs, why bitcoin and the debasement trade are selling off — and what comes next.
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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
1:13 - Is the AI trade over?
4:11 - Micron, memory shortage, & the AI supply chain
9:54 - Intel, TSMC & the AI arms race
13:11 - Claude vs. ChatGPT vs. Gemini
24:26 - Agentic loops & job displacement
29:50 - What is the impact of regulation?
34:55 - Stripe, solopreneurs & AI commerce
38:12 - Bitcoin, gold & the debasement selloff
43:11 - Tokenization & bitcoin's third wave
45:04 - Jordi’s upcoming video

Darius Dale is the founder and CEO of 42 Macro, a leading investment research firm. In this conversation, we break down what Kevin Warsh's Fed chairmanship means for monetary policy, the K-shaped economy creating historic affordability pain for millions of Americans, and why every investor must participate in asset markets to survive financial repression.
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0:00 - Intro
0:56 - Kevin Warsh & the new Fed
10:27 - Energy prices & the consumer
12:58 - The affordability crisis
17:30 - Real cost of living (cars, diapers, groceries) 
25:31 - Economic data & future outlook
31:35 - Mag 7 & the AI CapEx bubble
34:55 - Political instability & societal collapse

Anthony and John Pompliano cover the Mag 7 selloff, AI CapEx fears, and why inflation is more under control than the headlines suggest. We also break down Anthony's current portfolio, what Kevin Warsh is really doing at the Fed, and why bitcoin's volatility is a feature heading into its next decade.
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Bitget is the world's largest Universal Exchange (UEX), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets. Bitget’s Stocks 2.0 brings 500 major equities and ETFs (like Tesla and NVIDIA) directly to your portfolio. Enjoy 1:1 mapping, deep liquidity, and USDT dividend payouts with ultra-low 0.04% fees. Upgrade your portfolio on https://www.bitget.com/ today!
=====================
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
0:56 - MAG7 selloff & AI CapEx spending
16:28 - Large caps vs. asymmetric bets
19:10 - SpaceX & other exposure to the AI trade
29:34 - Kevin Warsh & the Fed 
37:13 - Bitcoin outlook for the next decade