The Pomp Podcast

Reihan Salam is the President of the Manhattan Institute. In this conversation, we break down what's driving New York City's affordability crisis — from decades of rent control and restrictive zoning to a failing public education system. We also discuss the burnout crisis in law enforcement, immigration and assimilation, the rise of the DSA and socialism among young Americans, and how AI, bitcoin, and capitalism can restore opportunity and rebuild the American dream.
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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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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
1:30 - NYC affordability crisis & rent control
12:10 - Failing government services & public education
23:03 - Police, fire & law enforcement struggles
29:36 - Immigration, assimilation & the welfare state
38:30 - Rise of the DSA & socialism among young Americans
49:42 - AI, bitcoin & the future of capitalism
58:17 - Manhattan Institute's mission & building a better future

Tristan Thompson is an NBA champion with the Cleveland Cavaliers who's become a hands-on tech investor and operator. In this conversation, we break down how AI and analytics are reshaping professional sports, how he evaluates AI startups without getting caught in the hype, and why he's bullish on bitcoin, SpaceX, and prediction markets. We also dig into financial literacy and building real wealth after your playing career ends.
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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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Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.
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0:00 - Intro
0:51 - How AI & tech are transforming pro sports
5:37 - Transitioning from NBA champion to tech investor
8:49 - How Tristan evaluates AI investments
12:51 - Why Tristan is bullish on bitcoin
17:30 - Prediction markets & sports gambling
19:10 - Financial literacy & his legacy beyond basketball
21:48 - A company he's really excited about

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 the last two weeks may be the most important stretch in bitcoin's history, the US-Japan yen intervention, and a weakening labor market. We also discuss the AI stock rebound, physical AI and Tesla's Terafab, Google's talent exodus, and how to value SpaceX.
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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
0:54 - Why the last two weeks may be the most important in Bitcoin's history
8:17 - What should the Fed do next?
13:39 - AI stocks bounce hard: was that the bottom?
21:40 - Physical AI: Hadrian, Tesla's Terafab & the compute race
25:57 - How to position your portfolio for the compute boom
33:26 - What frontier models get wrong (and why big companies move slow)
38:40 - Google's talent exodus: is the stock at risk?
41:23 - Does calendar seasonality still matter?
42:43 - Valuing SpaceX: the compute business vs. the space hype
44:42 - What's coming in Jordi's video this week

Tillman Holloway is the Co-Founder & CEO of Arch Public, and Andrew Parish is the Co-Founder & COO. In this conversation, we break down the Cold Card hack and what it means for bitcoin self-custody, why bitcoin barely moved despite $100 million in losses, the Leopold hedge fund blowup, and the race between closed and open source AI. We also discuss why Apple could win the AI trade, agentic trading, and give away a Rolex watch.
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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
1:00 - Cold Card hack & the future of bitcoin self-custody
17:22 - How to enter the Rolex giveaway 
19:56 - The rise of agentic trading 
23:33 - The Leopold hedge fund blowup
32:01 - Chinese vs American open source AI models
40:11 - Andrew's hot take: Apple wins the AI race
44:12 - The biggest risk in AI and agentic trading
47:18 - Final thoughts & how to enter the Rolex giveaway

Nancy Beaton is the President of Retail at Uphold. In this conversation, we play devil's advocate on the biggest crypto critiques — from crypto losing its "outside the system" ethos to custodial risk and the Clarity Act. We also discuss tokenized securities, what her users are actually demanding, and where bitcoin and blockchain adoption are headed over the next decade.
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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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0:00 - Intro
0:54 - Is crypto still outside the legacy financial system?
5:52 - Tokenizing everything & frictionless trading
7:38 - Custodial vs. non-custodial
11:06 - The Clarity Act & regulatory clarity
12:51 - What keeps Nancy up at night?
14:38 - Killer use cases for the next five years
16:28 - Crypto-native products vs. tokenizing traditional finance
18:43 - Are crypto investors actually high risk?
22:09 - Big predictions for the next ten years
25:01 - What's overhyped in crypto right now?
26:25 - Where to find Nancy & Uphold