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Jordi Visser is a veteran macro investor with over 30 years of experience and the author of the VisserLabs Substack. In this conversation, we discuss the shift toward higher growth and lower inflation, how AI-driven productivity is reshaping the economy, housing, labor markets, and why energy and critical minerals are becoming central to global geopolitics. We also break down what these trends mean for markets and long-term investment portfolios.=======================Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you'll ever make? Schedule a life-changing call at FountainLife.com/Pomp Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at FountainLife.com/pomp=======================Bitwise is one of the largest and fastest-growing crypto asset managers, with more than $15 billion in client assets across an expanding suite of investment solutions—including the world's largest crypto index fund—plus products spanning Bitcoin, Ethereum, DeFi, and crypto equities. In addition to managing assets, Bitwise helps investors stay informed about the fast-moving crypto market. Every week, CIO Matt Hougan breaks down what's happening in crypto in five minutes or less. Read the latest at https://experts.bitwiseinvestments.com/cio-memos. Certain Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit https://bitwiseinvestments.com/disclosures to learn more.=======================In this episode, Pomp spotlights easyBitcoin.app—the app that pays you 1% extra on recurring buys, 2% annual bitcoin rewards, and 4.5% APY on USD. Download it now for iOS or Android at https://easybitcoin.onelink.me/F1zP/klc4v1p8 and start earning today. Your capital is at risk. Crypto markets are highly volatile. This content is informational and not financial advice.=======================Timestamps:0:00 – Intro1:57 – Is the economy entering high growth, low inflation?4:17 – Could GDP really reach 10%?9:09 – What this economic setup means for investors12:36 – AI chips explained16:44 – Data centers, power limits, & space20:04 – AI, energy, & shifting global alliances27:16 – Geopolitics: Iran, Cuba, Mexico, Greenland30:54 – President Trump's housing plan explained33:20 – Will falling home prices hurt voters?38:01 – Humans and humanoid robots working together44:01 – Biggest risks & personal concerns47:43 – A simple AI product that shows what's coming52:09 – How to build powerful AI prompts55:16 – Why building software beats buying it now1:03:17 – AI consulting and how to get involved1:05:13 – Live show announcement
The full Pomp and Joe Show, with Joe Starkey and Austin Bechtold (behind the glass), from Tuesday, January 6th, 2026
The full Pomp and Joe Show, with Bob Pompeani, Joe Starkey, and Austin Bechtold (behind the glass), from Monday, January 5th, 2025
The full Pomp and Joe Show, with Donny Football and Austin Bechtold (behind the glass), from Friday, January 2nd, 2026
Bob Pompeani joins the show to talk about hosting a New Year's show on KDKA back in the day, what it was like meeting Dick Clark and Ryan Seacrest once, if Pomp could host a game show, Oregon's win over Texas Tech in the Orange Bowl, what he expects to see in Steelers-Ravens on Sunday, if TJ Watt will play this weekend, if he'll watch the Rose Bowl in a little bit, what the second-most prestigious bowl game is, and more!
Hour 2: Donny gives his New Year's resolutions for the Pittsburgh sports teams. Bob Pompeani once met Ryan Seacrest. And who are the most hated Ravens in the Pittsburgh-Baltimore rivalry?
12-31 Pomp and Joe 11am Hour
12-31 Pomp and Joe 1pm Hour
12-31 Pomp and Joe 10am Hour
12-31-25 Pomp and Joe Full Show
The full Pomp and Joe Show, with Bob Pompeani and Austin Bechtold (behind the glass), from Monday, December 29th, 2025
Chegou a vez de Sergio Leone em nosso podcast. No episódio 14, Fred, Marcelo e Sergio debatem toda a carreira deste grande diretor italiano, que começou fazendo os épicos “Os Últimos dias de Pompéia” e “O Colosso de Rodes” e deixou como último trabalho, o excelente “Era uma Vez na América”(1984). Neste áudio, além deste filme, entramos a fundo em seus principais clássicos, como "Um Punhado de dólares", "Por Uns Dólares a Mais", "Três Homens em Conflito", "Quando Explode a Vingança" e "Era uma Vez No Oeste".----------------------ATENÇÃO: TIVEMOS QUE REPUBLICAR ESTE EPISÓDIO EM FUNÇÃO DO SPOTIFY CONTESTAR O USO DE MÚSICAS ESPECÍFICAS. ESTE EPISÓDIO FOI LANÇADO ORIGINALMENTE EM 1 DE MAIO DE 2015.----------------------Acesse nosso site: http://www.filmesclassicos.com.brNos procure no seu aplicativo de podcast do celular, no Spotify, YouTube, Anchor ou iTunes.
durée : 00:18:12 - Les Nuits de France Culture - par : Antoine Dhulster - Par Marie-France Azar - Avec Claude Aziza - Lectures Maxence Mailfort de "Les derniers jours de Pompéi" d'Edward Bulwer-Lytton - Réalisation Michèle Prudhon - réalisation : Virginie Mourthé
We take a deep dive into the DK Metcalf situation. What's the precedent for this situation? Lamar Jackson's situation was different. Joe cites a situation in Philadelphia a few years ago. There's another ordeal in 1999 in Denver. We take calls on the topic. Why didn't security intervene? It seems like Goddell will have the power to make the final ruling on Metcalf. Joe calls this an incorrect ruling. More calls on DK. Why isn't the national media referencing the Shaq Lawson ordeal as precedent? Nick Farabaugh thinks the Steelers can win a playoff game. There's no team in the AFC that the Steelers wouldn't have a chance against. Joe makes a bold playoff prediction. The Steelers are using the middle of the field suddenly, and Joe and Nick give possible explanations. The guys give their top 3 AFC teams as of right now. Nick would like the Steelers matchup against the Broncos. how many starters should sit for the Steelers if the Ravens lose? Joe would sit a ton of guys. Could Will Howard get some run? Joe's daughter had a slight driving mishap and it's very expensive. The Pro Bowl selections include Watt, Ramsey, and Skowronek. Tomlin press conference - Joe gives his highlights about Tomlin's comments on Metcalf. The Batkonian Mongoose joins to react to Tomlin's Metcalf comments, would this be as big of a deal if it wasn't part of the TV broadcast? Are Chad Johnson and James Harrison under the microscope now for their relaying of comments? Brian gives the latest on TJ Watt. Revisiting Tomlin's comments on Metcalf. Callers continue to weigh in on the topic. How was there not a bigger security presence? DK Metcalf's situation will void a lot of money in his contract. Tomlin had interesting comments about Myles Garrett and Derrick Harmon.
De Amerikapodcast én BNR Beurs slaan deze laatste dagen van het jaar de handen ineen. Met Bernard Hammelburg blikken we terug op een krankzinnig jaar aan Amerikaanse nieuws. Het gaat over de gevolgen van Trumps Liberation Day. Wat merkt de gewone Amerikaan daar van? Je hoort van Bernard meer over de inflatie (de prijs van eieren komt weer voorbij) en of de president de strijd tegen de hoge prijzen wint. En waarom hij vindt dat de Amerikaanse economie stil staat. Verder hebben we het over de impact van de moord op Charlie Kirk, de bizarre relatie tussen de VS en Europa én Bernard gaat voorspellen. Twee jaar op rij komen z’n voorspelling uit, dat belooft dus wat. Dit keer doet ‘ie een voorspelling over de macht in het Huis van Afgevaardigden.See omnystudio.com/listener for privacy information.
Doug Ford claims Florida tourism is “hurting,” and DeSantis fires back with record-breaking numbers. Pat, Tom, and Pomp break down the Canada–Florida tourism feud, why Canadians keep moving south, and the politics behind Ford's swipe.
Elon Musk's net worth explodes past $600B after SpaceX hits an $800B valuation. Pat, Tom, and Pomp break down why Musk may soon become the first trillionaire, how SpaceX outperforms NASA, and why Elon's vision keeps reshaping the world.
The full Pomp and Joe Show, with Joe Starkey, Donny Football, and Austin Bechtold (behind the glass), from Friday, December 19th, 2025
Tesla hits a 2025 high as Elon Musk launches real-world robo-taxi tests in Austin. Pat, Tom, and Pomp break down why legacy automakers are backing off, why Wall Street is finally treating Tesla like an AI company, and how Elon's vision keeps driving the stock.
durée : 00:05:08 - Avec sciences - par : Alexandra Delbot - À Pompéi, la découverte d'un chantier figé par l'éruption de 79 éclaire la fabrication du béton. Grâce à des analyses chimiques, une nouvelle étude suggère une recette particulière avec de la chaux vive mélangée à sec, mais l'étendue de l'interprétation fait débat. - invités : Arnaud Coutelas Archéologue et chercheur dans le laboratoire aOrOc du CNRS et de l'Université PSL
The full Pomp and Joe Show, with Joe Starkey and Austin Bechtold, from Thursday, December 18th, 2025
Adam Crowley, Dorin Dickerson and Nicholas "Harry" Callas react to Austin Bechtold of The Pomp and Joe Show claiming he can hit MLB pitching right now.
Ford's $19.5B EV write-down sparks a massive industry reset. Pat, Tom, Pomp, and the team break down failed mandates, Tesla's dominance, hybrid comeback, and why legacy automakers keep losing. A must-watch for anyone following the EV war.
The full Pomp and Joe Show, with Bob Pompeani, Joe Starkey, and Austin Bechtold (behind the glass), from Wednesday, December 17th, 2025
The full Pomp and Joe Show, with Joe Starkey and Austin Bechtold (behind the glass), from Tuesday, December 16th, 2025
"Pomp and Circumstance" by Vice Admiral Kathryn Janeway (Rynegade), can be found at https://archiveofourown.org/works/4323495"She approaches the Academy's large auditorium and when she enters, she's caught up in the memory of her own experience here. It seems like a lifetime ago; so much has happened since she was here last and the sudden nostalgia makes her breath catch in her throat. She's only given a moment to reminisce, though, before she's recognized."The Joy of Trek is hosted by Khaki & Kay, with editing & production by Chief Engineer Greg and music by Fox Amoore (Bandcamp | Bluesky)Send us your recommendations, or support us on Patreon.Find us at joyoftrek.com · Twitter · Facebook
Re, KP, and Ray set the stage for the conversation by discussing the release of rapper Max B. They explore the cultural dynamics in the Black community where individuals returning home after long prison sentences often receive more public celebration than college graduates. They debate the historical, social, and cultural reasons for this phenomenon, touching on the idea that excitement is contagious and the individualized nature of college success.
The guys are at the Baseball Card Castle. We get the latest on TJ Watt from Tom Pelissero. It seems like he'll be out Monday. The Steelers are better equipped to fill this void this season than in past years. BREAKING NEWS: The Penguins have traded Tristan Jarry to the Oilers for Stuart Skinner. There were some highs and a lot of lows. The Pens and Oilers will be playing in just a few days. The guys talk about some of the cool items at the Card Castle. Joe is getting ideas for wedding gifts for Donny. We get more details on the Pens trade. It feels like a deal to make room for Murashov. The General made a big donation. Revisiting the latest on TJ Watt, as it doesn't seem like a long-term concern. Nick Farabaugh joins on location to give his thoughts on Watt, how the injury could've happened. A look at key matchups in Steelers/Dolphins, including Harmon's impact vs the run. Are the Ravens broken? Joe is confused by the new Pittsburgh airport terminal. Limits is singing karaoke with Nick Farabaugh. Ray Fittipaldo joins as Joe goes off about more domes coming to the NFL. Ray reacts to the Watt injury update and some conflicting reports. The latest on Harmon and how he's handling his injury, Rodgers going rogue, Roman Wilson's future, free association, including his prediction of 21-17 Steelers. Ray says Thielen's name oddly, like Thiel College. Sean Gentille joins to insult Kaboly, his thoughts on the Jarry trade, what it means for Murashov, intel on Brett Kulak, if this can get the Oilers over the hump. A quick numbers game. Nick Kostos jumps on to talk about Steelers/Dolphins, the curious Bills/Pats line, Nick makes a bet backing Green Bay, Joe takes Denver. and some memorabilia is at stake. The General jumps on. The Quiz Show comes down to the wire. Joe has departed. Bechtold Breakdown. Sherrone Moore has some serious charges. Pitt women's volleyball is making another run. Another TJ Watt update, courtesy of JJ. Minkah returns but will he be noticeable? Is Tua better than Rodgers? Will Ramsey or Jonnu be around next season? NFL picks (plus Army/Navy), with a cameo picker
KDKA TV's Bob Pompeani joined the show. Bob reacted to the TJ Watt health scare that took place earlier this week and how much that impacts the game on Monday night. Bob is excited to see Nick Herbig see an uptick in snaps and wondered how much we see Jack Sawyer. Was Bob able to spell Tua Tagovailoa on-air? The guys asked Bob to rank the Steelers edge rushers by how they are playing right now. Injuries aside, Bob thinks the Steelers will win Monday night.
This week: Edward and Wes react to the massive bomb dropped by Mo Salah. News and Notes has bad times also at Real Madrid, and the W4tch doesn't want the CFB Selection Weekly Show to continue.@AFAPod @EdwardGreene @WesBradshaw21Email: allnewsportsshow@gmail.com
Hour 3 with Bob Pompeani, Joe Starkey, and Mark Kaboly: The Pirates have inquired about Brandon Lowe. Has replay been a good or bad thing? Donny Football joins the show for a roundtable with Pomp, Joe, and Mark Kaboly. Penguins lose in a shootout, AGAIN. Was Mike Tomlin always going to be back regardless of what happens?
The full Pomp and Joe Show, with Bob Pompeani, Joe Starkey, and Austin Bechtold (behind the glass), from Wednesday, December 10th, 2025
Donny Football joins the show for a roundtable with Pomp, Joe, and Mark Kaboly. Was Mike Tomlin alway going to be back regardless of what happens? Pete Alonso signs a five-year deal with the Orioles. Mark and Donny think that Tomlin is the coach until he wants to leave, unless there is a terrible season. Pens lose in a shootout, AGAIN.
durée : 00:34:46 - Les Nuits de France Culture - par : Chloé Leprince - En mars 1976 France Culture propose une émission en hommage à Irène Joliot-Curie chimiste, physicienne et femme politique disparue en 1956. Avec les témoignages de ses enfants ainsi que de ses collaborateurs politiques et scientifiques. - réalisation : Virginie Mourthé - invités : Pierre Joliot; Hélène Langevin-Joliot Physicienne nucléaire, directrice de recherche émérite au CNRS et présidente de l'Union Rationaliste.; Irène Joliot-Curie Chimiste, physicienne, femme politique
The full Pomp and Joe Show, with Joe Starkey and Austin Bechtold, from Tuesday, December 9th, 2025
The full Pomp and Joe Show, with Bob Pompeani, Joe Starkey, and Austin Bechtold (behind the glass), from Monday, December 8th, 2025
How would a fight between Callas and Bechtold turn out? This is a historically mediocre version of Steelers/Ravens. The buzz has died down even from a year ago. However, this is a huge game for Tomlin. John Harbaugh is under some pressure, too. Can they ever get over the lump with Lamar Jackson? This is a massive swing for playoff odds. Do Steelers fans even want to make the playoffs? But a win will get fans excited again. Even if the Steelers lose out, they probably won't get a great draft pick. Joe really benefits from protein bars during the show. Lamar looked more healthy last week. Joe is taking the Ravens, as does Donny, albeit in a lower scoring game. Have the Steelers become the Eagles "Dream Team" in terms of disappointment? Will the Steelers attendance take a hit with another loss? Calls on the Steelers, one expecting a collapse and a Tomlin resignation. Another caller expects the Steelers to win in Baltimore. George Pickens reverted to his true self last night, but he still was probably worth keeping for one more year. "Timeliness" has been a problem for Pickens this season. We remember Antonio Brown in a hot air balloon. Ray Fittipaldo joins to discuss the struggles of both the Steelers and Ravens, if Mason is the best option currently. the outlook for Freiermuth, how much we'll see Adam Thielen, has TJ Watt lost a step, Heyward's play, the differences between the Steelers and Ravens in addressing their secondaries, free association, who has been the Steelers MVP? It's the internationally acclaimed numbers game: - 1,672, the Steelers yards differential over their past 17 games; 48 - Muth's percentage of snaps this season; 41.7 - Steelers conversion rate on 4th downs; 45 - Ben's TDs vs the Ravens; 22 - Lamar's record-season wins in December and later; 15 - Lamar's TD passes this year; 0 - Lamar Jackson has no TD passes in 3 straight starts; 1 - turnovers from Darius Slay; 5 - Lamar giveaways since week 11, the most in the NFL; 8 - receptions by Adam Thielen; 39.4 - Lamar's completion percentage on passes traveling 10 yards; 40 - the number of Steelers/Ravens games that have been one-possession contests; 39.3 - million dollars spent on Mark Andrews; 3 - since 2019, the Steelers are 3-30-1 when they lose the turnover battle. The Pirates made a trade for "the password", but Joe has a bad feeling about it. Donny seems more optimistic. This is definitely not a proven hitter. Who are some actual options for big-name hitters? Are the Pens going to be a playoff team? They've been the most entertaining team in town. Maybe the Pens should be a blueprint for the Steelers. Ron has been spotted in Pittsburgh. The Bechtold Breakdown with Sean - LeBron James 10-point streak ends, Penn State looks like it has it's next head coach. Steelers/Ravens quiz turned ugly. Donny prevailed but both guys struggled. College and NFL picks and Steelers over/unders.
In this episode, we delve into the world of John Pomp, a master of transforming raw materials into stunning works of art. Learn about his inspirations, challenges, and the innovative processes that define his craft. John opens up about his journey from a small town in Pennsylvania to becoming a renowned designer, emphasizing the importance of staying true to one's creative vision. Through candid conversations, he reveals the lessons learned from both failures and successes, and how they have contributed to his growth as an artist. Tune in for an engaging discussion on the power of creativity and the beauty of handmade design.
The full Pomp and Joe Show, with Joe Starkey and Austin Bechtold (behind the glass), from Thursday, December 4th, 2025
The full Pomp and Joe Show, with Bob Pompeani, Joe Starkey, and Austin Bechtold (behind the glass), from Wednesday, December 3rd, 2025
Mark Kaboly and Jim Colony join! Asante Samuel Sr. blamed DK Metcalf for the Steelers problems. Colony thinks Metcalf is a big disappointment and has too many drops. Pat Freiermuth was on the field for 17 snaps against Buffalo and only in the route nine times. Grading Arthur Smith.
Hour 3 with Bob Pompeani and Joe Starkey: Jim Colony thinks Metcalf is a big disappointment and has too many drops. Pat Freiermuth was on the field for 17 snaps against Buffalo and only in the route nine times. Grading Arthur Smith. Rob Long from 105.7 The Fan in Baltimore joined the show to share the state of the Ravens.
The full Pomp and Joe Show, with Joe Starkey and Austin Bechtold (behind the glass), from Tuesday, December 2nd, 2025
Stéphane Bern raconte, alors que l'on y a découvert encore de nouvelles fresques de grande valeur, une cité antique engloutie sous des mètres de cendres et de pierres crachées par un volcan, le Vésuve.Comment les vestiges de Pompéi ont-ils été découverts ? Quels sont les enjeux de conservation de ce site archéologique d'exception ? Pompéi a-t-elle livré tous ses secrets ?Pour en parler, Stéphane Bern reçoit William Van Andringa, archéologue à l'École Pratique des Hautes Études et auteur de "Archéologie du geste : rites et pratiques à Pompéi" (Hermann). (rediffusion)- Présentation : Stéphane Bern- Réalisation : Loic Vimard- Rédaction en chef : Benjamin Delsol- Auteur du récit : Pierre-Vincent Letourneau- Journaliste : Armelle ThibergeHébergé par Audiomeans. Visitez audiomeans.fr/politique-de-confidentialite pour plus d'informations.
The full Pomp and Joe Show, with Bob Pompeani, Joe Starkey, and Austin Bechtold (behind the glass), from Monday, December 1st, 2025
Recapping the Thanksgiving football outcomes and what it means for the Steelers. The Chiefs are on the outside looking in but still scare everyone if they make the playoffs. Lamar doesn't look right still but Burrow looked very good. Could the AFC North winner finish at 8-9? Should Steelers fans feel better or worse after Bengals/Ravens? Callers weigh in. The Lions might not be as tough for the Steelers than initially thought. A caller has soured on the Steelers after the loss to the Bears. The tiebreakers between Steelers and Ravens would likely go to Baltimore. Donny is putting his Christmas decorations up today. Real tree or fake tree? What counts as Christmas movies? Ray Fittipaldo joins to discuss his Thanksgiving, Donny loves pumpkin pie, the outlook for Aaron Rodgers on Sunday, Asante Samuel, what Jones' injury means for the OL and the jumbo sets, could it be time for the TEs to have a big game, Ray's score prediction. Karlo Zovko joins to discuss the state playoff games, the problems with Cumberland Valley as the host, if Highmark could be a venue for big games going forward, how many of the WPIAL teams does he expect to move on, Central Catholic vs Harrisburg, Avonworth's incredible success, ranking the likeliest WPIAL teams to move on. Sal Capaccio joins to discuss his Thanksgiving preferences, the notable injuries for the Bills, highlighting their struggles at WR and the curious case of Keon Coleman, Larry O, how Bills fans have been feeling. Sal loves Pittsburgh. A Bechtold Breakdown with Sean - Brian Kelly gets paid $53 mil not to coach, are we underestimating how incredible the OKC dominance has been, will the Pens make the playoffs? Nate Breisinger joins to discuss Pitt vs Miami, flashbacks to Kenny Pickett's upset of Miami, who Pitt fans need to be aware of for Miami, who needs to have a big game for the Panthers, his score prediction, where Pitt could end up in bowl season. Could Pitt and Penn State square off? Football picks - BREAKING: Aaron Rodgers is in vs the Bills Sunday.
Matthew Sigel is the Portfolio Manager of the VanEck Onchain Economy ETF ($NODE), one of the most forward-thinking institutional products in the crypto ecosystem. In this episode, we break down how major institutions are evaluating Bitcoin — from market structure and sentiment to what's driving recent price action. Matthew shares the three indicators he uses to gauge Bitcoin's direction, how he thinks about buying during volatility, and what he's watching in crypto-linked public equities. We also dig into the broader digital-asset landscape — from smart-contract platforms to stablecoins and where he sees the strongest long-term opportunities.======================Bitizenship gives Bitcoin-forward investors a fast, compliant path to EU residency. Our Bitcoin Dolce Visa lets you invest in a 100% Bitcoin-aligned startup and qualify for Italy's Golden Visa with one strategy. Claim your free strategy call at https://www.bitizenship.com/pomp.======================BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.======================In this episode, Pomp spotlights easyBitcoin.app—the app that pays you 1% extra on recurring buys, 2% annual bitcoin rewards, and 4.5% APY on USD. Download it now for iOS or Android at https://easybitcoin.onelink.me/F1zP/klc4v1p8 and start earning today. Your capital is at risk. Crypto markets are highly volatile. This content is informational and not financial advice.======================Timestamps: 0:00 – Intro2:06 – How institutions are thinking about bitcoin right now6:10 – How to evaluate metrics in real time and key bitcoin price levels10:33 – Crypto-linked equities and why $NODE outperformed17:08 – What reverses the bitcoin miner downturn?23:41 – Evaluating companies holding bitcoin on balance sheet34:46 – Matthew's outlook on altcoins and bitcoin dominance39:43 – Inside $NODE: structure, allocation, and strategy
Jeff Park is the Partner and Chief Investment Officer at ProCap BTC. In this conversation, we break down why bitcoin's price has been slipping and whether the market is actually signaling the start of a bear trend. Jeff explains the key forces driving sentiment — from liquidity pressures to global macro shifts — and why a slightly negative year for bitcoin might not be as bearish as it sounds.We also dig into what it would take for bitcoin to rip back toward the $125K–$150K range, plus how geopolitical dynamics in Japan, China, and elsewhere are shaping the broader investment landscape.======================BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.======================In this episode, Pomp spotlights easyBitcoin.app—the app that pays you 1% extra on recurring buys, 2% annual bitcoin rewards, and 4.5% APY on USD. Download it now for iOS or Android at https://easybitcoin.onelink.me/F1zP/klc4v1p8 and start earning today. Your capital is at risk. Crypto markets are highly volatile. This content is informational and not financial advice.======================Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pomp======================Timestamps: 0:00 – Intro1:50 – Why is bitcoin dropping? Should investors be worried?4:36 – Do technical levels like CME gaps actually matter?8:13 – Harvard's bitcoin position and how endowments invest12:15 – Has optionality changed bitcoin's market dynamics?15:14 – What Jeff is watching for real signs of optimism17:30 – Is the 4-year cycle officially dead?23:18 – Macro risks: liquidity, global conflict, & Trump premium25:56 – What would a true upside black swan look like?28:05 – How do you underwrite quantum risk today?
Jeff Park is the Partner and Chief Investment Officer at ProCap BTC. In this episode, we break down why bitcoin has been moving sideways and whether investors should actually be concerned. Jeff walks through major forces shaping the market — from 50-year mortgages and government backstops to the surge in AI data-center demand. We also touch on Square's bitcoin payments rollout, the state of stablecoins, and where sentiment goes next. ======================Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/======================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/======================In this episode, Pomp spotlights easyBitcoin.app—the app that pays you 1% extra on recurring buys, 2% annual bitcoin rewards, and 4.5% APY on USD. Download it now for iOS or Android at https://easybitcoin.onelink.me/F1zP/klc4v1p8 and start earning today. Your capital is at risk. Crypto markets are highly volatile. This content is informational and not financial advice.======================Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pomp======================Timestamps: 00:00 – Intro01:55 – Is $100K the new base for bitcoin?04:41 – Is the 4-year cycle broken?06:19 – Should the U.S. adopt 50-year mortgages?10:20 – Global housing models (China, Asia, etc.)16:52 – The “poor door” debate & why luxury lowers rents20:54 – Stimulus checks & tariff dividends23:26 – Government backstopping AI data centers35:02 – Crypto market structure bill40:12 – Bitcoin vs. stablecoins for payments