The Pomp Podcast

Jeff Park is a Partner & Chief Investment Officer at ProCap Financial. In this conversation, we discuss bitcoin’s recent drawdown and whether the market is in a true bear phase, the current interest rate backdrop, and the Fed’s role in today’s economy. We also cover the nomination of Kevin Warsh as Fed chairman, Jeff’s outlook on precious metals, and a warning on one asset he believes investors should avoid going forward.
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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.
Learn more at http://www.abra.com.
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As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public’s products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.
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0:00 - Intro
0:56 - Is the bitcoin selloff sustainable?
5:56 - Fed vs White House & is bitcoin looking forward or backward?
13:10 - Kevin Warsh & the future of the Fed
32:11 - Why precious metals are surging

In this solo episode, Anthony Pompliano explores a key question facing investors today: Is Bitcoin in a bear market? He breaks down the recent drawdown, explains why this cycle looks different, and discusses how Wall Street adoption, shifting inflation expectations, and global risk dynamics are reshaping Bitcoin’s price action.
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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/
======================
BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.
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As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public’s products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.
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0:00 - Is bitcoin in a bear market?
7:28 - Why is this bear market different? 
17:29 - Conclusion: where does bitcoin go from here?
20:41 - CFO Silvia

Jordi Visser is a veteran macro investor with 30+ years of market experience and the author of the VisserLabs Substack. In this episode, we unpack the Federal Reserve rate pause, the case for a more forward-looking Fed, and how rapidly advancing AI is reshaping inflation vs. deflation expectations. We also explore the scarcity trade across bitcoin, silver, energy, and semiconductors—and how investors can think about positioning as physical constraints collide with abundant software.
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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.
Learn more at http://www.abra.com.
====================
0:00 – Intro

1:24 – Fed’s decision to pause interest rates

5:05 – Impact of the next Fed chair

7:07 – Time, psychology, & bitcoin

10:32 – Pricing assets in gold terms

11:40 – AI factories, energy, and compute limits

15:29 – Metals runs & investor fear

18:37 – Software selloff & big tech risk

24:02 – Trimming winners & rotating capital

28:44 – Elon, Tesla, & SpaceX

34:07 – Jordi’s Sunday video preview & AI urgency

Peter Schiff is the Chief Economist of Euro Pacific Asset Management and the Chairman of Schiff Gold. In this conversation, we discuss the state of the U.S. economy, inflation, tariffs, the weakening dollar, and the outlook for gold, silver, and bitcoin. We also dive into global trade, monetary policy, and engage in a heated debate over whether tariffs and a weaker dollar help or hurt the economy.
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BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.

As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public’s products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.

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0:00 – Intro

2:31 – Why metals are ripping

9:41 – Tariff fight: who pays + price examples

20:02 – Inflation data debate (CPI vs real-time metrics)

23:29 – AI: deflation vs inflation argument

28:15 – Can the U.S. rebuild manufacturing fast?

39:44 – Gold vs Bitcoin debate

49:44 – Peter Schiff’s portfolio breakdown

52:56 – “If inflation is low, why buy bitcoin?”

56:56 – Schiff plugs: gold, funds, newsletter

1:00:45 – Closing thoughts

Bob Murphy is a Senior Fellow at the Mises Institute and Chief Economist at Infineon. In this conversation, we discuss Federal Reserve policy, tariffs, and what’s really happening in the U.S. economy. We break down the housing market, inflation, and what it all means for your wallet—plus Bob’s Austrian economics perspective on gold, bitcoin, and the road ahead.
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BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.
=======================
As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public’s products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.
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0:00 – Intro

1:52 – Why gold has outperformed bitcoin

5:06 – Fed vs White House: power, politics, & “independence”

17:03 – Tariffs, trade deficits, & inflation outlook

22:06 – Stablecoins: why they matter & key risks

28:34 – Economic data: what to trust?