The Pomp Podcast

Peter Schiff is the host of The Peter Schiff Show podcast and a longtime economist and gold advocate. In this conversation, we break down real inflation versus the official CPI, the Fed's political motivations, and whether AI and tariffs are inflationary or deflationary. We also cover the Iran war's impact on oil, Social Security's looming collapse, and a five-year bet on bitcoin versus gold.
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0:00 - Intro
0:50 - How high is inflation really right now?
14:36 - AI, robotics, tariffs & deportations: deflationary or not?
25:24 - Will the Iran war make inflation worse?
33:40 - Could inflation hit double digits? (Trump vs. Biden blame)
40:29 - Social Security's looming collapse
50:14 - Does Peter Schiff own bitcoin?
52:43 - Bitcoin vs. gold: the real performance numbers
1:00:45 - The bitcoin vs. gold bet
1:05:40 - The "Crazy Uncle Portfolio"
1:10:02 - What's actually in Peter Schiff's portfolio?
1:18:54 - Outro

Nick Grossman is a General Partner at Union Square Ventures. In this conversation, we break down his "Rebel Alliance" thesis for AI — why he believes the industry is too big for one or two companies to dominate. We also discuss USV's internal multi-agent platform, model routing economics, AI's growing role in venture capital and financial markets, data privacy risks, and what happens to jobs and society as agents get smarter.
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0:00 - Intro
0:42 - The "Rebel Alliance" thesis: why one company won't dominate AI
7:15 - General-purpose vs. specialized models in USV's portfolio
8:40 - Compute costs & the rise of model routing
11:14 - Inside USV's internal multi-agent system
16:25 - AI's role in venture capital & autonomous investing
22:50 - How AI reshapes market signals & information edges
27:06 - Apps building models & the fight over your data
35:31 - Five-year outlook for the AI stack
37:57 - US vs. China: the "philosophy" of AI models
40:30 - Personalized AI & where the Rebel Alliance thesis plays
43:53 - The dark side: jobs, data centers & society
47:44 - AI as a personal superpower & neural implants

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 stock slowdown, why China's new Kimi K3 model is upending the AI trade, and the hidden cultural bias baked into these systems. We also discuss the cooler inflation report, Fed Chair Kevin Warsh's early moves, bitcoin's reaction, and why robotics could be the next big AI trade.
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0:00 - Intro
0:50 - AI stock unwind & the summer slowdown
5:45 - Framework for picking AI winners
7:1 3 - China's Kimi K3 & open source vs. closed models
11:09 - Model routers & how many models is too many?
17:46 - The hidden "cultural weights" in AI models
22:37 - Inflation report & Fed reaction 
32:28 - Bitcoin's reaction & crypto allocation
39:26 - Nasdaq outlook & where he's avoiding
45:09 - Software stocks & what is the next trade?

Ramez Naam is an investor at Planetary VC and a longtime clean energy and AI expert. In this conversation, we break down the energy bottleneck constraining AI growth — from gas turbines and batteries to floating ocean data centers and Elon's orbital data center ambitions. We also cover why bitcoin miners are pivoting to AI infrastructure, general vs. narrow superintelligence, and the data bottleneck reshaping AI training.
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0:00 - Intro
1:03 - Why power is the real bottleneck for AI & solutions
7:35 - Elon's orbital data center thesis
11:17 - Cooling & maintenance challenges in space
15:06 - Panthalassa: floating ocean data centers
19:16 - Base Power & Texas deregulated grid
21:30 - Giga Energy: from bitcoin mining to AI infrastructure
22:44 - American Consolidated Electric & supple chain bottlenecks
24:58 - General vs. narrow superintelligence
33:02 - Where untapped data lives & building a data moat
36:47 - Token costs, open source models & model routing
41:53 - What is the mission Ramez is going after?

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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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
1:03 - 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?