The Pomp Podcast

Juan Meisel, Entrepreneur who built a $100M+ business in 1 year, talks about innovation & technology in the shipping industry, building a team & company culture for hypergrowth, challenges of delivering perishable goods, the benefits of physical warehouses for software companies, growing trend of food delivery, and working with innovative companies.

The guest, Darius Dale, founder and CEO of 42Macro, discusses topics such as global liquidity, the macro weather model, and analyzing a macro-brother model for market risk and Bitcoin. They also explore the impact of the real effective exchange rate on the crypto market and analyze rising household debt. Additionally, they discuss the future trends of Bitcoin and the implication of ETF approval on investment portfolios.

Aravind Srinivas, Founder & CEO of Perplexity AI, discusses building Larry Page's dream search engine, Jeff Bezos' investment, AI chatbots, addressing accuracy in AI products, and leveraging Twitter for organic growth.

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.