The Pomp Podcast

Stephanie Roth is the Chief Economist at Wolfe Research. In this conversation, we break down whether inflation has peaked, why tariffs, AI chip shortages, and the Iran war are driving short-term prices, and why consumers feel poor despite a resilient economy. We also cover trust in government data, incoming Fed chair Kevin Warsh, the 2026 IPO wave, and the bitcoin and gold debasement trade.
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0:00 - Intro
1:03 - Has inflation peaked? Tariffs, AI & energy price drivers
5:14 - Why consumers feel poor despite a strong economy
7:43 - Can you trust government economic data?
13:54 - Housing affordability & why NYC rent hit an all-time high
17:43 - Return to office, commutes & worker productivity
21:37 - Kevin Warsh takes over the Fed — what's changed?
30:57 - Could the Fed cut rates to influence the 2026 election?
35:42 - The mega IPO wave & the AI bubble question
41:32 - What happened to the bitcoin & gold debasement trade?
43:00 - What keeps a chief economist up at night?

Geoff Woo is the co-founder and managing partner of Anti Fund and a co-founder of Ketone-IQ and Archive. In this conversation, we break down choke points and information asymmetry — how smart money hunts for bottlenecks in AI, semiconductors, tungsten, and power. We also cover defense tech, humanoid robots, biohacking, Trump's aura in the Oval Office, and where bitcoin fits into Geoff's portfolio after 13 years of holding.
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0:00 - Intro
1:00 - Why VCs are hunting for choke points in every industry
4:45 - Can OpenAI & Anthropic crush every AI startup?
13:40 - How Geoff uses AI daily & the tungsten choke point
17:43 - Investing across public & private markets
25:48 - The memory trade, CapEx & the power/fusion bet
33:07 - How top investors like Peter Thiel play every trend at once
35:03 - Inside Anti Fund's defense thesis
39:50 - AI, robots & the ethics of force
45:15 - The Waymo & teenagers story
52:18 - Facial recognition & the end of privacy
54:44 - Neuralink vs ultrasound brain-computer interfaces
57:05 - Biohacking, sleep & the future of longevity
1:06:33 - Gambling, hustle culture & internet fame
1:22:20 - Geoff's honest take on bitcoin
1:26:19 - Where to find Anti Fund

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss why he thinks the AI mid-cycle slowdown is over, why he's turning bullish on bitcoin, tokenization and stablecoins. We also cover the Fed's July rate decision and where he's finding value in gold, silver, and regional banks.
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0:00 - Intro
0:42 - Grok vs. Meta's AI price war why cheaper AI won't cut spend
10:03 - Apple's Siri stumble & price hikes
14:50 - Using Grok in a Tesla
17:28 - Short sellers, Samsung's earnings & the mid-cycle slowdown
23:34 - Why Jordi is turning bullish on bitcoin 
29:55 - Tokenization, stablecoins & the AI-crypto nexus
33:33 - Michael Saylor's Bitcoin sale — does it matter?
38:02 - Where else Jordi is deploying capital
42:04 - Does the Iran war actually matter for markets?
45:00 - The new robotic hand demo that changed everything
50:18 - Jordi’s upcoming video

Kevin Clancy, better known as KFC, is one of the original voices of Barstool Sports and former host of KFC Radio. In this conversation, we break down how technology and AI are quietly reshaping everyday life — from self-driving cars, surveillance camera, Neuralink, humanoid robots, and AI catching medical mistakes doctors missed. We also get into the affordability crisis facing younger generations, the wild early days of Barstool, and why scarce assets like bitcoin and gold still matter in a world of abundance.
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0:00 - Intro
0:59 - Waymo "arrests" teens: the self-driving surveillance case
5:03 - Flock cameras, Ring cameras & the rise of constant surveillance
12:07 - Youth sports & the money behind it
19:10 - Body cams, cop shootings & the truth technology reveals
23:49 - The affordability crisis: housing, salaries & the American dream
33:56 - Kevin's path from Deloitte to Barstool
36:50 - Algorithms, authenticity & the death of discovery in podcasting
45:00 - AI catching what doctors missed & the rise of humanoid robots
53:08 - Neuralink, brain implants & joining the hive mind
1:00:46 - Psychedelics, ignorance as bliss & wanting to unplug
1:04:21 - The 2022 crash & envying the simple life
1:08:16 - Barstool's origin story
1:14:42 - Private equity, scarcity & the bitcoin "crazy uncle portfolio"

Ankur Nagpal is the GP of USVC, a publicly accessible venture capital fund. In this conversation, we break down how retail investors can now access private markets like OpenAI, Anthropic, and SpaceX for as little as $500, and the controversy around USVC's Anduril investment, portfolio strategy, QSBS, tax alpha, and what it means to build wealth in America. 
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0:00 - Intro
1:07 - The case for & against private market investing
9:27 - Inside USVC's fund structure (open to anyone with $500)
12:59 - What's in the USVC portfolio right now
14:44 - The Anduril SPV controversy explained
19:38 - Buying out LP stakes in venture funds
23:42 - Private markets vs S&P
25:34 - Lessons from AngelList's data on portfolio construction 
30:44 - Why AI is no longer just a category & due diligence 
34:16 - Biggest risks & tax alpha with USVC
39:22 - Sticking to the plan amid market change
40:43 - Working with Naval and what America means to Ankur