The only official account for the Pomp Podcast hosted by @apompliano, where he covers the future of business, finance, and technology.
Joined October 2021
- Tweets 6,473
- Following 716
- Followers 13,096
- Likes 6,075
2,625 Photos and videos
Jun 11
In an AI world, the only thing that matters is distribution.
Mr. Beast might have more of it than anyone alive for his audience.
One question still remains.... Will he take Beast Industries public?
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Jun 2
First Podcast Appearance in 5 years
Building a Robotics focused investment firm has been one of the most fascinating experiences of my life
Robots will be as ubiquitous as smart phones within a decade. Everyone should be paying attention and the @RoboStrategy team will be sharing much more about the most exciting developments in the industry
Not enough people are talking about physical AI and robotics.
I sat down with @rewkang, one of the best investors of the last decade, to discuss his massive bet on humanoids and robotics.
He breaks down the industry, the addressable market, multiple leading companies, and why he launched a publicly-traded fund ($BOT) focused on investing in the top private robotics companies.
YouTube: youtu.be/Q_UWD5aoJkc?si=_E7l…
Apple: podcasts.apple.com/us/podcas…
Spotify: open.spotify.com/episode/4L6…
TIMESTAMPS:
0:00 - Intro
1:28 - Why Andrew shifted from crypto to humanoid robots
3:58 - How big is the total addressable market?
8:08 - Building conviction — the $19M bet on Figure AI
16:06 - US vs. China — who wins the robot race?
28:08 - General purpose vs. specialized robots
31:05 - Where does training data come from?
40:24 - Humanoid robots in your everyday life
43:27 - Can Tesla & Elon win the humanoid race?
46:19 - Job displacement & UBI
51:15 - RoboStrategy — the publicly traded venture fund
1:11:17 - What is exciting about Apptronik?
1:13:24 - Addressing the critics
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Pomp Podcast retweeted
Not enough people are talking about physical AI and robotics.
I sat down with @rewkang, one of the best investors of the last decade, to discuss his massive bet on humanoids and robotics.
He breaks down the industry, the addressable market, multiple leading companies, and why he launched a publicly-traded fund ($BOT) focused on investing in the top private robotics companies.
YouTube: youtu.be/Q_UWD5aoJkc?si=_E7l…
Apple: podcasts.apple.com/us/podcas…
Spotify: open.spotify.com/episode/4L6…
TIMESTAMPS:
0:00 - Intro
1:28 - Why Andrew shifted from crypto to humanoid robots
3:58 - How big is the total addressable market?
8:08 - Building conviction — the $19M bet on Figure AI
16:06 - US vs. China — who wins the robot race?
28:08 - General purpose vs. specialized robots
31:05 - Where does training data come from?
40:24 - Humanoid robots in your everyday life
43:27 - Can Tesla & Elon win the humanoid race?
46:19 - Job displacement & UBI
51:15 - RoboStrategy — the publicly traded venture fund
1:11:17 - What is exciting about Apptronik?
1:13:24 - Addressing the critics
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May 27
I sat down with @JanvanEck3 to discuss on private credit, gold, bitcoin, India, and the rise of ETFs.
Jan manages $200 billion in assets and he did not hold back on explaining where he sees opportunity in the market for investors.
YouTube: youtube.com/watch?v=hBEQhSxQ…
Spotify: open.spotify.com/episode/1h6…
Apple: podcasts.apple.com/us/podcas…
TIMESTAMPS:
0:00 - Intro
1:14 - Private credit market & where the opportunity is
4:26 - ETF industry growth & what most people miss
6:09 - VanEck's history & gold as a core asset class
9:42 - AI, commodities & the infrastructure buildout
12:34 - Bitcoin vs. gold — why BTC hasn't kept up
22:22 - VanEck's big bet on India
28:49 - Navigating today's macro environment
34:06 - U.S. government debt & the Social Security crisis
38:12 - Balancing economic data & sentiment
44:31 - Corporate AI adoption & the token cost problem
49:28 - When will AI make investment decisions?
56:33 - Jan's father's legacy & what guides VanEck today
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May 27
"My bitcoin model has the average price of bitcoin today at $134,000. The mispricing today in bitcoin is as large as I have ever seen before."
- @porterstansb
May 26
I spoke with @porterstansb to discuss why he believes America is heading toward a great financial reset by 2029.
He believes the combination of a collapse in Social Security, the currency debasement, and a breakdown of the social compact will lead to destruction of investor portfolios.
Porter describes how to build a portfolio to survive what's coming, including gold, bitcoin, timber, and his Honeycomb Portfolio strategy.
YouTube: youtu.be/dwIUft5OIuQ?si=oFGw…
Spotify: open.spotify.com/episode/6gU…
Apple: podcasts.apple.com/us/podcas…
TIMESTAMPS:
0:00 - Intro
1:00 - What is the Fourth Turning?
3:21 - Why 2029 is the year of the great reset
9:57 - How past monetary resets happened (1933 & 1971)
12:58 - Both parties grow government — there's no off ramp
21:52 - Currency debasement & the real wage collapse
35:50 - Is there any way to stop the crisis?
42:53 - Warren Buffett's 20 years of mistakes
51:43 - The permanent portfolio explained
1:01:28 - How to price gold vs. bitcoin
1:06:39 - Bitcoin's biggest mispricing in a decade
1:10:16 - Why Timber belongs in your portfolio
1:13:42 - Honeycomb portfolio strategy & closing
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May 22
I believe @cfosilvia is the fastest growing finance product for multi-millionaires.
@shaincodes and I break down the product, the underlying technology, frequently asked questions, and how users can get the most out of Silvia.
Try it here: cfosilvia.com
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Pomp Podcast retweeted
May 20
Today we are launching a new content studio at our New York headquarters.
We are doubling down on deep conversations to help serious investors make money across asset classes.
Let us know who we should talk to next.
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May 20
I had Tillman Holloway and Andrew Parish of @tryarchpublic come discuss why the US will keep printing money to fund AI infrastructure, how tokenization is about to reshape global markets and banking, why crypto becomes the default exchange layer in a 24/7 world, and how automation tools are now a necessity for every investor.
YouTube: youtu.be/tNzhkCGdqNk?si=6KVZ…
Spotify: open.spotify.com/episode/2O3…
iTunes: podcasts.apple.com/us/podcas…
TIMESTAMPS:
0:00 - Intro
1:05 - AI infrastructure, dollar printing & national security
5:37 - Crypto's role: stablecoins, bitcoin, or tokenization?
7:57 - Why volatility is only going to get worse
13:26 - AI agents & crypto as the default exchange layer
15:40 - Tokenization race & the banking revenue opportunity
21:55 - Fractional assets & borrowing against tokenized holdings
26:41 - Hyperliquid, private company tokenization & M&A outlook
29:50 - Pros/cons of open markets & financial education
32:40 - Prediction markets, tokenized ETFs & the war for capital
34:23 - Arch Public: what it does & where to find it
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Pomp Podcast retweeted
May 14
Thanks for having me. Fun conversation as always.
May 14
I sat down with Hut 8 CEO @ashergenoot to discuss how he built a $12 billion company by embracing AI data centers and bitcoin mining.
This conversation is packed with unique, nuanced insights into an industry that everyone is obsessed with right now.
Enjoy!
YouTube: youtu.be/5VfRGtz6_YA?si=-74r…
Apple: podcasts.apple.com/us/podcas…
Spotify: open.spotify.com/episode/2x7…
TIMESTAMPS:
0:00 - Intro
0:45 - Bitcoin mining to AI: the transition
3:09 - Data centers & community pushback
8:52 - Co-location & energy campuses
11:42 - Mega sites vs. smaller urban campuses
13:08 - Hardware innovation inside the data center
17:15 - How Hut 8 lands billion-dollar contracts
20:01 - The River Bend financing structure
24:19 - Build vs. acquire strategy
25:18 - Bottlenecks slowing AI buildout
27:36 - What keeps Asher up at night
30:40 - American Bitcoin update
$HUT
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Pomp Podcast retweeted
May 14
I sat down with Hut 8 CEO @ashergenoot to discuss how he built a $12 billion company by embracing AI data centers and bitcoin mining.
This conversation is packed with unique, nuanced insights into an industry that everyone is obsessed with right now.
Enjoy!
YouTube: youtu.be/5VfRGtz6_YA?si=-74r…
Apple: podcasts.apple.com/us/podcas…
Spotify: open.spotify.com/episode/2x7…
TIMESTAMPS:
0:00 - Intro
0:45 - Bitcoin mining to AI: the transition
3:09 - Data centers & community pushback
8:52 - Co-location & energy campuses
11:42 - Mega sites vs. smaller urban campuses
13:08 - Hardware innovation inside the data center
17:15 - How Hut 8 lands billion-dollar contracts
20:01 - The River Bend financing structure
24:19 - Build vs. acquire strategy
25:18 - Bottlenecks slowing AI buildout
27:36 - What keeps Asher up at night
30:40 - American Bitcoin update
$HUT
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May 11
If this tweet gets 1,000 likes, I’ll make @ryancohen come on the podcast this week to tell me the exact plan to acquire and run eBay.
$GME $EBAY
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Apr 18
I spoke with @jvisserlabs about why AI is creating massive shortages in chips, energy, and commodities, including what that means for inflation and markets.
We also discuss why stocks keep hitting new highs despite economic pressure, how scarcity is becoming the most important investing theme, and why bitcoin could be setting up for a major move.
YouTube: youtu.be/SlPpXs_8WI4?si=LO37…
Apple: podcasts.apple.com/us/podcas…
TIMESTAMPS:
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?
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Apr 11
Arthur Hayes: Politicians have long taken advantage of the quiet hours—making critical decisions on Friday nights when traditional markets are closed and the public has no way to react. But that era is ending. With platforms like Hyperliquid, price discovery is no longer confined to Wall Street.
Billions of people who have never had access to a Schwab account can now express their market views in real time using stablecoins or Bitcoin with 10x or even 20x leverage. This democratization of financial access is why Hayes believes Hyperliquid is poised to take over price discovery in global assets.
Credits: @PompPodcast, @APompliano, @CryptoHayes
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Apr 10
I sat down with @CryptoHayes to discuss the Iran conflict, bitcoin, gold, oil, inflation, deflation, decentralized exchanges, prediction markets, privacy coins, and why he thinks insider trading should be legal.
YouTube: youtu.be/CELblcz2AYk?si=jng5…
Spotify: open.spotify.com/episode/2Dv…
Apple: podcasts.apple.com/us/podcas…
TIMESTAMPS:
0:00 - Intro
0:49 - Iran war & oil market reaction
5:30 - Inflation vs deflation breakdown
7:42 - Why the Fed will always print money
9:08 - Gold vs bitcoin & global trade shift
14:20 - Arthur Hayes portfolio strategy
17:54 - Hyperliquid & the future of trading
24:20 - Insider trading should be legal?
27:59 - Why bitcoin doesn’t need institutions
32:09 - Zcash & privacy in crypto
35:23 - What Arthur is bearish on in crypto
40:30 - How big Hyperliquid can get
42:24 - Will prediction markets be successful?
46:45 - Final market outlook
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