The Pomp Podcast

Macro strategist Marko Papic discusses applying geopolitical alpha to investment processes, China's EV pivot for national security, market reactions to Russia-Ukraine conflict, regime changes impacting asset prices, Bitcoin as digital gold and safe-haven asset, and global portfolio allocation for balanced investments.

Kyle Bass, Founder & CIO of Hayman Capital Management, discusses global conflict, financial system incentives, China, Ukraine, Russia, inflation, bitcoin, gold, and portfolio construction. The podcast delves into topics like geopolitical events, economic challenges, immigration, border security, cryptocurrency landscape, and strategic investing amidst uncertainty.

Hannah Maruyama, Founder of Degree Free, discusses why college may not be lucrative, an 18-year-old Bitcoin developer, importance of proof-of-work, parental roles, and a new launch program. They also explore the concept of PropyKeys, an application for minting home addresses on blockchain, aiming to make homeownership more affordable. The podcast delves into alternative education paths, skills vs. degrees, and personalized career guidance for teenagers.

Darius Dale, CEO of 42Macro, discusses Secretary Yellen's hawkish tone, liquidity dynamics, rising inflation, and the impact on asset prices leading up to the election. They cover optimizing debt issuance, duration risk in portfolios, the dollar's global impact, and historical market trends around presidential elections.

Nick Neuman, CEO of Casa, talks about the evolution of Bitcoin custody, benefits of self-custody, new inheritance feature, challenges and risks in custody, importance of multi-key systems for security, expert team at Casa, and the future of private key security.

Bill Barhydt, Co-Founder & CEO of Abra, shares insights on their new regulatory approval as a registered investment advisor, challenges in offering basic financial services, navigating regulatory hurdles in the crypto industry, and the future of the $50 trillion crypto market. Topics include SMAs vs. pooled funds, DeFi interactions, and tailored client services.

A discussion with Russell Star, Zach Pandl, and Brett Tejpaul covers fee structures for bitcoin ETFs, institutional demand, business operations with price volatility, asset selection, and product roadmaps. Topics include bitcoin, ethereum, altcoins, retail-driven industry, global regulations, and more.

UFC Fighter Renato Moicano discusses defending liberty, private property rights, and his support for Bitcoin. He shares insights on Brazilian vs American constitutions, capitalism, national debt, taxation, upcoming elections, and inflation. Moicano views Bitcoin as a lifeboat and advocates for limited government intervention in markets.

Core Scientific CEO Adam Sullivan discusses bitcoin halving, ETFs, industry consolidation, evaluating businesses, and future plans. The podcast explores challenges and opportunities in mining, institutional investment impact, strategic approaches, and navigating regulatory changes. Sullivan reflects on holding Bitcoin on balance sheets, evaluating mining companies, post-bankruptcy growth, and loyal investor support.

Tom Shaughnessy, crypto investor and Co-Founder of Delphi Digital, discusses the intersection of AI and crypto, open-source technologies, value accrual, risks, and his work at Delphi. The conversation also covers topics such as crypto investments, open startup jobs, and the synergy between AI and crypto expertise.