The Pomp Podcast

Cryptocurrency expert Anthony Pompliano shares his 12 predictions for a Bitcoin ETF, covering topics such as approval timing, asset inflow, marketing strategies, financial advisors' allocations, and impact on Bitcoin's volatility. He also predicts decreased volatility and a 20% growth rate within five years, along with a decrease in fees by crypto exchanges and custodians due to competitive pressure from ETF holders.

Darius Dale, Founder & CEO of 42Macro, talks about global liquidity, Wall Street investors on bitcoin ETF, Macro Weather Model on asset prices in 2024, and more. They discuss the importance of the ETF structure for Bitcoin, the macro weather model for forecasting market regime, and common mistakes made by investors.

Dave Collum, a professor of chemistry at Cornell University, discusses his year in review of 2023 including financial markets, bitcoin, digital totalitarianism, political landscape, climate change, and biological males in women's sports.

Joe McCann, Founder, CEO, & CIO of Asymmetric Financial, discusses meme coins & internet culture, bitcoin vs BONK, macro environment, portfolio construction, and the potential of meme coins reaching a trillion dollars.

Eric Jorgenson, author and CEO, discusses the ideas of Balaji Srinivasan including the importance of verification, the impact of the internet on critical thinking, the influence of media on aspirations, constructive criticism and building alternative solutions, and the revolutionary publishing model of Scribe Media.

Qiao Wang, Founding Member of Alliance DAO & Messari, discusses speculation in VC's vs crypto users, degens & early adopters, the decentralized utopia, Coinbase's blockchain, stablecoins vs bitcoin in Friedrich Hayek's vision, artificial intelligence, and more.

Bill Miller IV, Portfolio Manager at Miller Value Partners, discusses the bitcoin market, ETFs, regulation, halving, stablecoins, and a non-bitcoin yield focus fund. They also talk about the importance of state planning, risks and opportunities of investing in bitcoin, Bitcoin ETFs and the market impact, the Miller family's approach to concentration in investments, and building a platform for active management and outperforming the markets.

Danny Masters, bitcoin pioneer and Executive Chairman at CoinShares, talks about prior bull markets, bitcoin outlook for 2024, bitcoin ETF, regulation, macro economy, CoinShares, and reveals a surprise at the end.

Kevin Erdmann, analyst focusing on the US housing market, discusses solutions and the federal reserve's impact on housing affordability. They also cover topics like lack of housing supply, institutional ownership of single family homes, challenges of municipal planning, and where to find the guest's books.

CNBC journalist Talia Kaplan discusses the Federal Reserve, financial markets, interest rates, and why she believes bitcoin bull market has begun. They explore the surge in Bitcoin price, Jamie Diamond's comments on shutting down crypto, the potential benefits of embracing crypto in America, and the outlook for crypto in 2024 including catalysts and potential price appreciation.