The Pomp Podcast

Cathie Wood is the Founder, CEO, and CIO of ARK Invest and one of the most influential voices in innovation investing. This conversation was recorded live at Bitcoin Investor Week in New York.  In this discussion, Cathie explains why deflation—not inflation—is the bigger macro risk, how AI is becoming a powerful deflationary force, and why productivity gains are being misunderstood by markets and policymakers. We also explore bitcoin’s role as a hedge against both inflation and deflation, the rise of counterparty risk, and how converging technologies like AI, robotics, and blockchain are reshaping the global economy.
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0:00 - Intro
0:20 - Why deflation is the real macro risk
3:32 - Navigating the AI boom & U.S. growth
12:22 - Would deflation hurt bitcoin?
14:08 - Elon Musk, Tesla, & convergence
16:37 - Key risks investors should watch
18:45 - How ARK approaches innovation investing

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. This conversation was recorded at Bitcoin Investor Week in New York. In this episode, we break down why software stocks are losing their moats, how AI is driving deflation, and why capital is rotating toward scarce assets. We explore hyperscalers, data centers, AI agents, and why bitcoin may emerge as the only true growth asset in a world of abundant intelligence.
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0:00 - Intro
0:56 – Cathie Wood’s AI take & why Jordi disagrees
4:30 – Why Big Tech may struggle to monetize AI
6:57 – Deflation vs disinflation in an AI-driven economy
10:08 – What investors should actually do right now
14:12 – The scarcity trade & why bitcoin stands out
16:25 – How investors can use AI to gain an edge
19:16 – Where to follow Jordi Visser & his work

Dan Ives is the Global Head of Technology Research at Wedbush Securities and one of the most widely followed analysts covering AI and U.S. tech. This conversation was recorded live at Bitcoin Investor Week in New York. In this discussion, Dan explains why the recent selloff in software is disconnected from fundamentals, how AI CapEx is driving a fourth industrial revolution, and why U.S. tech remains structurally ahead. We also discuss the relationship between AI and bitcoin, the current risk-off environment, and why Dan believes we’re still early in a multi-year tech bull cycle.
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0:00 - Intro
0:22 - Is the tech bull market over?
1:55 - Why do people want U.S. software companies to fail?
4:30 - If tech is up 20%, what happens to the S&P 500?
6:16 - Are AI & Bitcoin actually connected?
9:02 - Do power and data center constraints limit AI’s upside?
13:22 - How robotics will change labor & profits
15:45 - Where does bitcoin go over the next few years?
17:06 - Which tech companies are misunderstood or undervalued?
19:30 - Are we near a market bottom?

Fred Thiel is the CEO of Marathon Digital and a leading voice at the intersection of bitcoin, energy, and data center infrastructure. This conversation was recorded live at Bitcoin Investor Week in New York. In this conversation, we discuss the growing energy constraints driven by AI and bitcoin, why powered land is becoming increasingly valuable, and how bitcoin miners are adapting by shifting toward AI. Fred also explains the impact of falling mining hardware costs, international expansion, and why long-term value will accrue to companies that control energy and infrastructure.
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0:00 - Intro
0:19 - Is there enough energy for Bitcoin & AI?
4:50 - Why mining hardware is cheaper than ever
6:16 - The future of data centers & energy
10:27 - How investors should think about bitcoin, AI, & energy
15:03 - The biggest risk in infrastructure

Chris Giancarlo is the former Chairman of the Commodity Futures Trading Commission (CFTC) and the author of “Crypto Dad.” This conversation was recorded live at Bitcoin Investor Week in New York. In this episode, we discuss the state of crypto regulation in the U.S., the push for legislative clarity, the roles of the SEC and CFTC, and why regulation ultimately matters more for traditional finance than for crypto builders. We also explore prediction markets, federal preemption, and why a durable legal framework is critical for America’s digital financial future.
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0:00 - Intro
0:24 – Has politics and regulation been good or bad for Bitcoin?
6:30 – Why prediction markets matter for the future of crypto
10:30 – Should there be limits on prediction markets?
17:36 – When should innovators push regulation vs wait it out?
20:37 – How do the SEC and CFTC actually differ?
23:58 – The story behind “Crypto Dad” and getting regulation right