The Pomp Podcast

Bo Hines, the Executive Director of the Presidential Council of Advisers on Digital Assets, discusses the U.S. vision to become the crypto capital. He explores the creation of a strategic Bitcoin reserve, the innovative regulatory frameworks needed, and the geopolitical stakes involved. Hines addresses the balance between consumer privacy and preventive regulations as elections loom. The conversation also touches on Bitcoin's journey from a rebellious symbol to an accepted asset, emphasizing its transformative potential in the financial world.

Jordi Visser, a seasoned macro investor with over 30 years on Wall Street and creator of ‘VisserLabs,’ shares insightful perspectives on the current economic landscape. He discusses the unraveling of the global financial system and what this means for portfolios. Visser highlights the complex U.S.-China trade dynamics and how Bitcoin is emerging as a key player amidst economic uncertainty. He also delves into the transformative impact of AI on the economy, framing the ongoing crisis as a catalyst for necessary changes in global economic strategies.

Zach Weinberg, the founder of Curie.Bio, dives deep into the world of tariffs and their impact on the U.S. economy. He discusses the disconnect between economic data and everyday financial insecurity, particularly in housing and healthcare. Weinberg critiques social media's influence on wealth perception and explores how regulations affect car prices and consumer choices. He engages in a lively debate on the effectiveness of tariffs in protecting jobs versus their burden on consumers, shedding light on the complexities of global trade dynamics.

Darius Dale, founder and CEO of 42Macro, dives into the tug-of-war between Wall Street and Main Street over tariffs and their economic implications. He shares personal stories from factory visits, shedding light on worker resilience. The discussion also highlights the disconnect between asset prices and inflation driven by the Federal Reserve. Dale critiques the current economic model and advocates for a more equitable approach, emphasizing the need to prioritize workers’ well-being amidst volatile markets.

Polina and Anthony Pompliano break down the complex world of tariffs and their economic impact. They discuss how tariffs could benefit job reshorning and fair trade while highlighting the divide between wealthy elites and the working class. Real-life examples from manufacturing reveal the stark contrast between Wall Street's perceptions and factory realities. The duo emphasizes the need for a balanced approach to trade policies that fosters domestic industry and addresses the wealth gap.

A deep dive into the evolution of tariffs in the U.S., revealing their historical impact on today's economy. The discussion highlights how these policies have widened the wealth gap and affected the working class. Insights into market trends offer a glimpse of how changes in borrowing costs could alleviate some financial struggles. The episode blends economic analysis with relatable narratives, making the complex world of tariffs engaging and understandable.

Jordi Visser, a macro investor with over 30 years on Wall Street, shares his insights on today’s chaotic market. He discusses the imminent risks of recession and the impact of tariffs on globalization. Notably, Visser highlights Bitcoin's resilience amidst stock market downturns, advocating for its role as a potential safe-haven asset compared to gold. He also contrasts generational views on market volatility, showcasing how younger investors perceive downturns as opportunities. Tune in for strategies to navigate this turbulent financial landscape!

Dan Hillery, a Bitcoin analyst and trader, joins fellow experts Tim Kotzman, Ben Workman, and Jeff Walton to dive into Microstrategy's ambitious Bitcoin strategy. They explore the potential risks tied to leveraging Bitcoin and discuss the implications of high-volatility options. The conversation reveals the intricate balance of retaining Bitcoin versus selling it, shedding light on corporate finance innovation with Bitcoin as an asset. Listeners gain insights into metrics that count and future strategic phases for Bitcoin in treasury management.

Denelle Dixon, CEO of the Stellar Development Foundation, discusses the intriguing intersection of blockchain technology and modern finance. She reveals how emerging markets utilize stablecoins and the growing acceptance of crypto on Wall Street. The conversation sheds light on bipartisan support for stablecoin legislation and the potential for digital currencies in government spending. Additionally, Dixon details how blockchain is revolutionizing aid distribution, emphasizing efficiency and transparency to improve global financial systems.

In this intriguing discussion, Tarun Gupta, Founder and CEO of Coinshift, dives into the world of stablecoins and their potential to surpass Bitcoin. He highlights the rise of yield-bearing stablecoins and their global impact on finance. Gupta discusses the importance of institutional trust and effective risk management in stablecoin adoption. He also examines the varying regulatory environments across the U.S., Europe, and the Middle East, emphasizing how these factors can shape the future of digital currencies.