The Pomp Podcast

Patrick Lowry, CEO of Samara Asset Group, discusses the differences between EU and US crypto regulation, the importance of crypto ETFs, accredited investor laws, their bitcoin thesis, and bringing traditional investment strategies into the crypto world.

Rajiv Khemani, Co-founder & CEO of Auradine, talks about building American infrastructure for advanced computing needs. They discuss the geopolitical problem, risks, and solutions. Topics include American manufacturing, national security implications, risks of relying on other countries for manufacturing, concerns about leading-edge technology in chips and hardware, evolution of Bitcoin mining hardware, and building an iconic infrastructure company in Silicon Valley.

Paolo Ardoino, CTO of Tether, talks about stablecoins, treasury management, regulation, Bitcoin accumulation, and FDIC insurance. They discuss the rise of stablecoins and their impact on developing countries. Tether's profitability, expansion, and scale of operations are also explored.

Darius Dale, Founder & CEO of 42Macro, discusses inflation, sticky inflation, and the potential need for the Fed to increase the inflation target to 3%. They dive into the divergence between core and headline CPI numbers, analyze producer price inflation, and predict higher rates of trend inflation.

Podcast host Anthony Pompliano discusses the major problem of exploding interest payments on the US national debt, including causes, consequences, and potential solutions. He also touches on the increasing national debt, the dilemma faced by the Federal Reserve, and the need for a balanced budget.

Ross Gerber, Co-Founder, CEO, & CIO at Gerber Kawasaki, discusses Elon Musk's recent actions, challenges of social media moderation, long-term investing and Buffett's business acumen. They also explore the limitations of full self-driving, discrepancies between human perception and computer analysis in stock valuation, and growth potential in the gambling and entertainment industry in Vegas and Macau.

Peter Johnson, Co-Head of Venture Investments at Brevean Howard Digital, discusses the rise and significance of stablecoins in blockchain. Topics include the dominant use case of stablecoins, decoupling from market volatility, profitability of issuers, interaction with CBDCs, and their relationship with Bitcoin.

Eric Langan, CEO of RCI Hospitality Holdings, discusses the workings of his $1 billion strip club empire, revenue streams, M&A, tech products, and the rise of loneliness in young males in America. They also delve into marketing strategies, private jet travel, and the importance of building a billion-dollar empire.

Darius Dale, Founder & CEO of 42Macro, discusses their macro weather forecast and the breakdown of Bitcoin and the pre-halving cycle. They analyze asset class signals, Bitcoin's price patterns before halvings, and speculate on increasing the inflation target.

Caitlin Long, founder & CEO of Custodia Bank, discusses the threat the Fed poses to the crypto industry, bankruptcy cases, bitcoin ETF applications, regulatory environment, and the upcoming bitcoin halving.