The Pomp Podcast

Raoul Pal, Co-Founder & CEO of Real Vision and writer of 'Global Macro Investor' discusses the Bitcoin ETF, Ethereum, Solana, macro environment, and his 'Everything Code' thesis. He explores the behavior of capital in Bitcoin ETFs, the debate between Ethereum, Solana, and other emerging challengers, and the tokenization of assets and institutional involvement in the crypto space.

Jeff Sands, Founding Partner at Dorset Partners and author of 'Corporate Turnaround Artistry: Fix Any Business in 100 Days,' shares his experience turning around struggling businesses, crisis mode, hard decisions & hard conversations needed, vendor relations, debt, labor, and more.

James Seyffart, ETF research analyst at Bloomberg Intelligence, discusses Bitcoin ETF approvals, capital inflow predictions, fund structures, issuers, and regulatory oversight. They explore the significance of the approvals, potential impact on the market, Van Eck's Bitcoin ETF donation, fee war and marketing battles, and implications of low fees on Bitcoin ETFs.

Guest Mitchell Askew, head analyst at Blockware Solutions, discusses topics such as bitcoin ETFs, institutions, miners, and bitcoin halving. They talk about the impact of ETFs on institutional access to bitcoin, the behavior of bitcoin holders, and advancements in mining hardware and energy efficiency in mining operations.

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.