The Pomp Podcast

Dave Collum, a chemistry professor at Cornell University, shares his insights on the precarious state of the U.S. economy and underreported inflation. He critiques political narratives and discusses the alarming disconnect between rising debt and stagnant GDP, emphasizing the need for principled leadership. The dialogue also touches on the skepticism surrounding climate change narratives and the implications for societal movements. Collum advocates for independent thinking amidst modern political theater, offering a thought-provoking look at economic and political complexities.

Phil Rosen and Anthony Pompliano dive into the recent plummet of stocks and Bitcoin, connecting it to shifting economic policies and interest rates. They explore the worrying decline in Bitcoin's daily active users and the lack of catalysts for recovery. Insights into the historical September performance of the S&P 500 reveal investor optimism despite seasonal drop-offs. The proposed capital gains tax changes spark a debate on fiscal management and innovation, while a critique of bureaucratic inefficiencies, like those seen at the DMV, calls for essential reform.

Polina Pompliano, an author and media company founder, teams up with Anthony Pompliano, a seasoned CEO in capital management. They dive into the intriguing dynamics of political contenders Kamala Harris and Donald Trump, uncovering their unexpected centrist shifts. The discussion also tackles OpenAI's staggering $100 billion valuation amid technological evolution and the intense battle over free speech between Elon Musk and Brazil. Tune in for valuable insights on economic trends and the future of jobs in an automated world!

Darius Dale, founder & CEO of 42Macro, shares insights on the U.S. economy's future. He discusses the complexities of inflation and deflation, highlighting how public perceptions often clash with reality. Dale explores the factors behind potential inflation resurgence and examines the impact of AI on economic growth. He breaks down various global economic models and their implications for asset markets, illustrating how shifts in major economies play a crucial role in shaping investment strategies.

Discover insightful reflections on the past 15 years of economic trends and how the global financial crisis shaped today’s market. Learn about the Federal Reserve's strategies, including interest rate cuts and quantitative easing. Get practical investment tips tailored for navigating shifts in fiscal and monetary policies. Understand the importance of adapting your financial strategies and maintaining a long-term perspective, especially as we approach another recession.

Phil Rosen, Co-Founder of Opening Bell Daily, and Anthony Pompliano, CEO of Professional Capital Management, dive into Nvidia's impressive earnings and its role in the booming AI sector. They unpack Warren Buffett's trillion-dollar milestone and discuss the potential for a recession amidst inflation concerns. The conversation also touches on housing prices and how CEOs switching companies can rejuvenate their firms, drawing parallels to sports coaching. Their insights provide a blend of finance and leadership strategies for navigating today's economic landscape.

Polina Pompliano, an author and founder known for her insights in media, joins Anthony Pompliano, a seasoned CEO in finance. They dissect the current U.S. economy, focusing on interest rates and the implications of taxing unrealized gains. The duo also discusses the arrest of a tech CEO in France, exploring its impact on free speech and the startup ecosystem. They highlight the contrasting corporate cultures of Boeing and SpaceX, emphasizing the importance of engineering excellence over mere financial metrics.

Daniel Batten, Co-Founder and Managing Partner of CH4 Capital and ESG investor, dives into the intricate dynamics of Bitcoin and sovereign wealth funds. He discusses the barriers these funds face in green-lighting Bitcoin investments, despite their potential for massive influence. Batten highlights Bitcoin mining's surprising environmental benefits, comparing its evolution to the early internet. The conversation explores how education and strategic governance could pave the way for greater institutional adoption and reshape public perception of cryptocurrency.

Phil Rosen, Co-Founder of Opening Bell Daily, and Anthony Pompliano, CEO of Professional Capital Management, dive deep into the government's recent job revisions, revealing a staggering reduction of 1 million jobs. They explore the challenges of counting jobs accurately and how this impacts economic policies. The duo discusses the Fed's reactive approach to interest rates and compares stock market dynamics with those of cryptocurrencies like Bitcoin. They also dissect the growing power of major tech firms and its implications for both investors and average Americans.

Polina Pompliano, an author known for ‘Hidden Genius’, and Anthony Pompliano, a CEO in capital management, dive into intriguing economic topics. They analyze Kamala Harris's economic policies, including housing and tax credits, and discuss the complexities of price gouging. Trump’s crypto portfolio comes under scrutiny, while insights from Peter Thiel spark reflections on recession predictions. They also humorously debate their contrasting perspectives on podcasting and explore the economic evolution of American cities, touching on the rise and fall of urban centers.