The Pomp Podcast

David Pakman, Managing Partner at CoinFund, discusses the outlook for Bitcoin regulation and Web3 in 2024. Topics include market rallies, impact of regulation, OpenAI, Ethereum's durability, and the benefits of working with CoinFund.

Peter Berg, Managing Partner at M12, discusses corporate venture capital, success stories & advice for founders. They explore AI, recent OpenAI news, and Microsoft's focus on AI & B2B software. They also discuss investments in the gaming industry and material science development, the challenges of investing in the current market, and the integration of traditional finance and cryptocurrencies.

Darius Dale, founder & CEO of 42Macro, talks about their Weather Model, economy & financial market conditions, and their new strategy that incorporates bitcoin to outperform the standard 60/40 portfolio. They discuss the Kiss portfolio construction method, back testing the strategy's performance, the macro weather model used in portfolio construction, and the current interest rate scenario and its impact on the market.

Graham Weaver, Founder & Managing Partner of Alpine Investors, discusses his philosophies and strategies, including hiring and firing, building company culture, childhood experiences, and the importance of reading. The podcast also covers topics such as evaluating businesses for investment, barriers to entry, programmatic hiring, and hiring for attributes over experience. They also discuss the concept of the game of life being internal, 'demon mode', book recommendations, and online presence.

Bradley Tusk, venture capitalist and political strategist, discusses his fictional novel 'Obvious in Hindsight' which delves into the challenges of innovative technology, including flying cars, battling politicians and mafia. The podcast explores conflicts between data, safety, and politics in autonomous driving, as well as challenges faced by weed shops and perpetual scaffolding in cities like New York. Tusk also shares personal experiences with political corruption and the FBI, and explores tactics used by politicians to generate media attention.

Oliver Rust,Head of Product at Truflation, talks about outdated methods used to calculate CPI, Truflation's new data collection, and how good data could improve the Fed's decision-making process. Truflation believes inflation will be sticky in 2024 and shares its vision of success.

Cliff Weitzman, founder & CEO at Speechify, discusses the rise of audio content, the impact of text-to-speech technology, and the convergence of reading, listening, and AI-generated audio. They also explore partnerships with Snoop Dogg, AI voices, and the implications for voice actors.

Aaron Ginn, CEO & co-founder of Hydra Host and founder of the Lincoln Network, discusses venture capital, advanced computing, geopolitical conflict, politics, contrarian ideas, and more. The conversation touches on China's strategic behavior, fears of losing leadership in advanced computing, embracing Western civilization's values, ideological self-destructive behavior in America, and the future of innovation driven by rebellious entrepreneurs.

Bailey Pumfleet, co-founder & co-CEO of Cal.com, discusses how to manage your calendar efficiently and talks about the limitations of traditional calendars. They emphasize the need for privacy and the value of open source software. They also explore the potential impact of building a dominant scheduling platform.

Dan Reese, President of Milkshake Factory, discusses his time at Heinz & Kraft, the scaling of Milkshake Factory, and why they may become a great premium brand. They talk about the economics of the business, franchising, and centralized operations in the milkshake industry.