The Pomp Podcast

Bitcoin is in a bull market right now. Anthony Pompliano breaks down the data — from institutional moves like Morgan Stanley's record ETF launch to Bitcoin's track record across 7 financial crises — and makes the case for why the next all-time high is closer than most people think.
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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
0:41 - Bitcoin's performance during 7 consecutive financial crises since 2020
2:13 - Morgan Stanley's record-breaking bitcoin ETF launch
3:05 - Charles Schwab turns on direct bitcoin trading
3:41 - Strategy's $2B Bitcoin purchase & institutional demand signals
4:45 - Bitwise report: under 1% chance of loss holding Bitcoin 3+ years
6:11 - The "333" stock market signal & what it predicts for the next 12 months
8:05 - Tom Lee: why the next 18–24 months could be the best of our lifetime
10:21 - Buying at all-time highs & consumer sentiment vs. asset prices
12:45 - The White House, midterm elections & impact on bitcoin
14:19 - Final outlook & who will win

Jordi Visser is a veteran macro investor with 30+ years of experience. In this conversation, we break down why AI is creating massive shortages in chips, energy, and commodities—and what that means for inflation and markets. We also discuss why stocks keep hitting highs despite economic pressure, how scarcity is becoming the most important investing theme, and why bitcoin could be setting up for a major move.
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Consensus Miami is the largest crypto conference in the world — May 5-7, 2026 in Miami. 20,000 attendees. 72% director-level or above. The deals, partnerships, and investments that shape the next cycle get made here. Use code POMPLIANO for 25% off your pass → https://go.coindesk.com/c26pomp
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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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For media inquiries, please contact: [email protected]
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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.
======================
0:00 - Intro 
1:08 - Why stocks keep hitting all-time highs 
5:44 - AI shortages & supply constraints
8:15 - Why dips don’t last (V-shaped market)
10:15 - Inflation vs deflation debate
21:35 - Semiconductors = key commodity
30:05 - Running out of compute (chips & power)
34:45 - AI demand surge & what future looks like
48:31 - Bitcoin outlook.. could it explode higher?

Neil McDonald is the CEO of Moomoo US and a former executive at Morgan Stanley, JPMorgan, and Citadel. In this conversation, we break down how retail investing has evolved—from access and information to powerful tools and AI that are leveling the playing field with Wall Street. We also discuss crypto, tokenized stocks, and what the future of investing looks like.
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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.
=====================
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
1:05 - Why Moomoo is growing so fast
4:38 - How trading tools changed everything & why most traders fail 
9:28 - AI & the future of trading
12:31 - Stocks vs crypto on the platform
14:12 - Tokenized stocks explained
18:33 - Options trading & retail behavior
22:30 - Career lessons from working on Wall Street 
24:35 - Building a fintech in a regulated world
26:30 - How retail investors are evolving
28:07 - Risk management on Wall Street vs retail
30:20 - Biggest challenges ahead

Anthony Pompliano and John Pompliano break down what’s really happening with bitcoin and the macro environment, covering inflation, AI-driven deflation, and Wall Street’s growing push into bitcoin through ETFs. They also discuss why bitcoin has held up during global conflict and why its scarcity could make it a long-term winner.
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Consensus Miami is the largest crypto conference in the world — May 5-7, 2026 in Miami. 20,000 attendees. 72% director-level or above. The deals, partnerships, and investments that shape the next cycle get made here. Use code POMPLIANO for 25% off your pass → https://go.coindesk.com/c26pomp
====================
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
0:44 - Bitcoin back above $75,000 & inflation outlook
10:42 - Stock market having one of its best years? 
14:56 - How will assets perform rest of the year? 
19:16 - AI impact on jobs 
25:11 - There is a Wall Street war for bitcoin

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 what’s really going on in the market right now—from AI-driven disruption and rising inflation to why money is rotating into commodities and semiconductors. We also get into why bitcoin could be setting up for a bigger move as the macro environment continues to shift.
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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.
=======================
0:00 - Intro
0:50 - Iran war, markets & current outlook
3:22 - AI vs software (what’s the difference?)
5:43 - Who is actually using AI today?
9:10 - Who gets access to powerful AI models?
15:16 - Where are the investment opportunities?
19:38 - Large caps vs small caps
23:09 - Inflation vs deflation (what actually matters?)
29:27 - Bitcoin setup & macro conditions
37:37 - Why bitcoin wins in multiple scenarios
41:31 - Bitcoin volatility & cycle timing
44:34 - Dollar weakness & global shifts
46:31 - Future outlook for AI, bitcoin, & markets