The Pomp Podcast

Bob Murphy is a Senior Fellow at the Mises Institute and Chief Economist at Infineon. In this conversation, we discuss Federal Reserve policy, tariffs, and what’s really happening in the U.S. economy. We break down the housing market, inflation, and what it all means for your wallet—plus Bob’s Austrian economics perspective on gold, bitcoin, and the road ahead.
=======================
BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.
=======================
As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public’s products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.
=======================
0:00 – Intro

1:52 – Why gold has outperformed bitcoin

5:06 – Fed vs White House: power, politics, & “independence”

17:03 – Tariffs, trade deficits, & inflation outlook

22:06 – Stablecoins: why they matter & key risks

28:34 – Economic data: what to trust?

In this solo episode, Anthony Pompliano explains why bitcoin is lagging while gold, silver, copper, and platinum are surging. He breaks down the forces driving the metals rally, how Wall Street adoption has reshaped bitcoin’s market structure, and why inflation expectations, global stability, and AI are influencing where capital flows today.
========================
Sign up for the Gemini Credit Card: https://gemini.com/pomp #GeminiCreditCard #CryptoRewards This video is sponsored by Gemini. All opinions expressed are my own and not influenced or endorsed by Gemini. Gemini-branded credit products are issued by WebBank. For more information regarding fees, interest, and other cost information, see Rates & Fees: https://gemini.com/legal/cardholder-agreement. Some exclusions apply to instant rewards; these are deposited when the transaction posts. 4% back is available on up to $300 in spend per month for a year (then 1% on all other Gas, EV charging, and transit purchases that month). Spend cycle will refresh on the 1st of each calendar month. See Rewards Program Terms for details: https://gemini.com/legal/credit-card-rewards-agreement. Checking if you’re eligible will not impact your credit score. If you’re eligible and choose to proceed, a hard credit inquiry will be conducted that can impact your credit score. Eligibility does not guarantee approval.
======================
0:00 – Bitcoin vs metals: what’s driving the divergence?

5:02 – Wall Street adoption & bitcoin’s market structure shift

8:46 – Bitcoin as a chaos & inflation hedge

12:24 – AI, attention, & competition for capital

13:33 – Final thoughts & long-term patience

Jordi Visser is a veteran macro investor with 30+ years of market experience and the author of the VisserLabs Substack. This was recorded live at the Real Vision 2026 Crypto Gathering. In this conversation, we discuss the scarcity trade across markets, bitcoin’s potential short squeeze, silver’s role as a critical industrial metal, and the inflation vs. deflation debate. We also explore how AI, robotics, and productivity shifts could reshape markets in the years ahead.
=======================
Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you’ll ever make? Schedule a life-changing call at FountainLife.com/Pomp Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at FountainLife.com/pomp
=======================
BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.
=======================
Sign up for the Gemini Credit Card: ⁠https://gemini.com/pomp⁠
#GeminiCreditCard #CryptoRewards This video is sponsored by Gemini. All opinions expressed are my own and not influenced or endorsed by Gemini. Gemini-branded credit products are issued by WebBank. For more information regarding fees, interest, and other cost information, see Rates & Fees: ⁠https://gemini.com/legal/cardholder-agreement ⁠Some exclusions apply to instant rewards; these are deposited when the transaction posts. 4% back is available on up to $300 in spend per month for a year (then 1% on all other Gas, EV charging, and transit purchases that month). Spend cycle will refresh on the 1st of each calendar month. See Rewards Program Terms for details: ⁠https://gemini.com/legal/credit-card-rewards-agreement ⁠Checking if you’re eligible will not impact your credit score. If you’re eligible and choose to proceed, a hard credit inquiry will be conducted that can impact your credit score. Eligibility does not guarantee approval.
=======================
0:00 – Intro

1:21 – Bitcoin, silver & the coming scarcity trade

6:36 – Politics, Davos & why it doesn’t matter for markets

9:52 – Inflation vs deflation

13:10 – Why is bitcoin’s price not higher right now?

18:18 – Quantum risk & bitcoin security

19:55 – OpenAI, AI competition & monetization

25:28 – Elon Musk, Tesla & humanoid robots

31:59 – Robotaxis, dark factories & the future of labor

38:43 – How small businesses should use AI

42:34 – Strategy & bitcoin as collateral

45:08 – Robotics, vision models & what’s next

Kaz Nejatian is the CEO of Opendoor. In this conversation, we discuss the housing market, interest rates, and how Kaz is thinking about expanding access to homeownership. We also go inside Opendoor, including how AI is reshaping the home-buying and mortgage process, his approach to building companies, and why transparency and accountability to retail shareholders matter.
=======================
As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public’s products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.
=======================
Sign up for the Gemini Credit Card: https://gemini.com/pomp
#GeminiCreditCard #CryptoRewards This video is sponsored by Gemini. All opinions expressed are my own and not influenced or endorsed by Gemini. Gemini-branded credit products are issued by WebBank. For more information regarding fees, interest, and other cost information, see Rates & Fees: https://gemini.com/legal/cardholder-agreement Some exclusions apply to instant rewards; these are deposited when the transaction posts. 4% back is available on up to $300 in spend per month for a year (then 1% on all other Gas, EV charging, and transit purchases that month). Spend cycle will refresh on the 1st of each calendar month. See Rewards Program Terms for details: https://gemini.com/legal/credit-card-rewards-agreement Checking if you’re eligible will not impact your credit score. If you’re eligible and choose to proceed, a hard credit inquiry will be conducted that can impact your credit score. Eligibility does not guarantee approval.
=======================
0:00 – Intro

1:54 – Opendoor mission: tilting the world toward homeownership

8:41 – Opendoor’s next layer: AI-native mortgage & underwriting

13:34 – Shopify lessons: the “first-derivative” business model

19:48 – Retail shareholders & transparency/accountability

23:38 – Kaz’s principles: turning down money & career philosophy

29:47 – $1 CEO pay structure & aligning incentives with shareholders

37:04 – Kaz’s wife & building an independent media company

38:44 – Government policy & housing affordability

41:06 – Interest rates: where they should be & why

42:54 – Why economic data is wrong

46:25 – AI inside Opendoor: speed, efficiency, bringing jobs back

49:14 – Consultants/committees vs weekly reviews

54:12 – Message to retail shareholders

Andrew Parish is the co-founder of Arch Public. In this conversation, we discuss tokenization, the New York Stock Exchange’s latest announcement, and the growing role of algorithmic trading in crypto markets. We also break down bitcoin’s recent price action, regulation and the Clarity Act in Washington, and how new AI tools are changing the way companies like Arch Public are built.
======================
BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.
======================
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/
======================
TIMESTAMPS:
0:00 – Intro

2:01 – NYSE tokenization announcement & impact of 24/7 markets

4:56 – Coinbase & Robinhood vs Wall Street

9:30 – Algorithmic trading: stocks vs crypto

16:22 – AI agents vs trading algorithms

19:52 – Speed, infrastructure & high-frequency trading

23:01 – Crypto regulation & the Clarity Act

26:19 – U.S. politics, regulation, and bitcoin

30:59 – Sovereignty, taxes & asset seizure concerns

34:06 – Building Arch Public with new AI dev tools