Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss market confusion amid rising oil prices, geopolitical tensions, and mixed economic signals, and why he believes we are entering a new regime defined by scarcity and structural shifts. We also explore the deflationary impact of AI, risks building in private credit, and how bitcoin could benefit as the Fed faces a difficult path between inflation and slowing growth.

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• 0:00 - Intro
• 1:04 - Why markets are so hard to read right now
• 8:29 – Inflation battle: deflation vs energy spike
• 17:00 - How AI is changing business & investing
• 27:07 - DOGE: Debt, Oil, Growth, Employment
• 35:57 – Private credit risks & advice for kids using AI
• 39:37 - AI security risks, Mythos & cyber threats
• 43:16 - Capital structure disruption & bitcoin as scarcity

Matthew Sigel is the Head of Digital Asset Research at VanEck and portfolio manager of the NODE ETF. In this conversation, we discuss why he’s turning more bullish on bitcoin, how AI and energy are driving new investment opportunities, and why bitcoin miners are emerging as key players in the AI boom. We also explore risks around AI Capex, geopolitics, and how he’s positioning across crypto and equities.

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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
• 1:02 - AI stocks, Capex & market debate
• 4:47 - Bitcoin miners & AI pivot
• 8:35 - Energy & AI investment plays
• 11:10 - War & global markets
• 17:03 - AI, crypto & defense tech
• 19:53 - Bitcoin treasury companies
• 24:02 - Bitcoin outlook & altcoins
• 30:30 - Real-world assets & Figure
• 32:46 - Crypto equities & competition
• 36:23 - Biggest risks in 2026

Larry McDonald is a New York Times bestselling author and founder of the Bear Traps Report. In this conversation, we discuss his view that markets are shifting from financial assets to hard assets, why inflation and global conflict are driving this change, and how investors should think about bitcoin, energy, and materials. We also explore risks in private credit and what the next cycle could look like for global markets.

======================

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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
• 1:02 - The great rotation to hard assets thesis
• 5:22 - AI spending surge & tech cash burn risks
• 8:16 - How to invest in this market shift
• 16:39 - Do we get higher or lower inflation?
• 20:17 - Dollar dominance & bitcoin vs gold
• 29:55 - Private credit cracks & liquidity issues explained
• 35:23 - Where investors should allocate capital now
• 39:55 – Biggest risks in markets right now

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss rising inflation, higher oil prices, and why he believes markets are entering a new regime driven by supply shocks and geopolitical risk. We also explore asset rotation into commodities, risks in private credit, and bitcoin’s growing role as liquidity and capital flows shift globally.

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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
• 0:56 - Has the market officially entered a new regime?
• 3:58 - Global shortages & why inflation is rising again
• 11:25 - Where smart money is moving right now
• 16:09 - Could inflation spike back above expectations?
• 21:31 - Why stocks struggle in high inflation environments
• 25:31 - Will markets recover or stay flat this year?
• 27:30 - Why bitcoin could lead the next cycle
• 33:29 - Why most altcoins won’t outperform bitcoin
• 37:55 - How AI is disrupting markets & software
• 41:15 - Why bitcoin is the ultimate asset in this shift

Mike Selig is the 16th Chairman of the CFTC and a leading voice on the future of financial market regulation in an era defined by crypto, artificial intelligence, and prediction markets. In this conversation, we discuss how regulators are balancing innovation with investor protection, the evolving relationship between the SEC and CFTC, and why emerging technologies are reshaping how risk is taken and managed across global markets. We also explore the rise of decentralized finance, AI-driven trading, and new policy initiatives aimed at keeping the United States competitive in the next generation of financial infrastructure.

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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
• 0:59 - SEC & CFTC cooperation & new policy direction
• 3:44 - AI, crypto & prediction markets shaping the future
• 7:49 - Insider information, manipulation & market risks
• 13:23 - Decentralization & regulating on-chain markets
• 17:14 - The rise of AI trading agents
• 21:30 - AI, memes & misinformation in financial markets
• 23:04 - Should regulators be allowed to use crypto?
• 25:00 - Innovation task force & new policy initiatives
• 27:18 - Bridging the gap between lawmakers & builders
• 29:30 - Perpetual futures and new crypto market products
• 31:16 - The role of regulators in managing market risk

Johann Kerbrat is the SVP and General Manager of Crypto and International at Robinhood, where he leads the company’s expansion across digital assets and global markets. In this conversation, we discuss the rise of 24/7 trading, evolving retail investor behavior, and Robinhood’s push into areas like tokenization, prediction markets, and institutional crypto services. We also explore how artificial intelligence is shaping financial products and why improving access and education for everyday investors remains a key focus for the future.

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This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure.
Learn more at http://www.abra.com.

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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.

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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
• 1:11 - The future of 24/7 trading
• 3:39 - Stocks, crypto & prediction markets on one platform
• 6:30 - How Robinhood builds products internally
• 13:27 - The rise of independent investors
• 15:43 - Stablecoins & global payments
• 16:46 - Tokenized stocks & regulation
• 23:19 - Bitstamp acquisition & institutional crypto
• 25:02 - Hiring, AI & team dynamics
• 26:38 - Robinhood’s goals & global expansion
• 30:18 — APIs, agents & AI trading
• 33:00 - AI financial assistants & advisors
• 38:10 — New banking & family investing features

Peter Diamandis is the founder of the XPRIZE Foundation and a leading voice on exponential technologies and the future of abundance. In this conversation, we discuss the rapid rise of AI and robotics, how individuals can use these tools to gain “superpowers,” and why he believes massive economic opportunity lies ahead. We also explore key investing themes across AI, energy, bitcoin, and longevity, and why mindset and curiosity will be critical to navigating the coming wave of change.

======================

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• 0:00 - Intro
• 0:15 - AI “Supersonic Tsunami” & exponential change
• 3:28 - How should individuals prepare for AI disruption?
• 6:05 - AI productivity vs working harder paradox
• 11:05 - How to keep up with rapid AI innovation
• 13:15 - Universal High Income vs Universal Basic Income
• 19:28 - Fear, social unrest, & storytelling about the future
• 26:00 - Longevity & living to 120+
• 32:12 - How investors should think about AI & markets
• 37:06 - Scarcity, bitcoin, energy, & opportunity
• 40:22 - Biggest misconceptions about the future & solving problems

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss rising geopolitical tensions, higher oil prices, and growing risks in private credit and global markets. We also explore bitcoin’s resilience, how AI is disrupting software and jobs, and why Jordy believes commodities, liquidity, and volatility will shape the next major investment cycle.

====================

Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (https://figuremarkets.co/pomp), allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~8.5% APY on real world assets, paid hourly. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/pomp

====================

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

====================

This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure.
Learn more at http://www.abra.com.

====================

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 - Iran conflict & oil market shock
• 8:09 - Commodity bull market thesis
• 11:11 - Inflation risks & recession probabilities
• 15:30 - How high could oil go?
• 18:19 - Bitcoin vs gold performance discussion
• 21:12 - Bitcoin as a global “escape hatch” asset
• 29:20 - Inflation vs AI-driven deflation debate
• 33:00 - AI disruption & labor market impact
• 40:48 - Software disruption & tech valuations
• 55:09 - Commodities, compute & future investment themes
• 57:08 - GPU smuggling & AI geopolitics