The Pomp Podcast

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.

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.