Dan Ives is a partner at Yorkville Ives and one of Wall Street’s most closely followed tech analysts. In this conversation, we break down the Jensen Huang controversy and what it means for Nvidia, China, and the entire AI industry. We also discuss Anthropic’s IPO, OpenAI, Tesla, SpaceX, Palantir, CoreWeave, Meta, and whether the AI bull market can survive this moment.===========================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ===========================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/pomp===========================This episode is brought to you by GalaxyOne. Need cash but don’t want to sell your crypto? A GalaxyOne Portfolio Line of Credit lets you borrow against eligible crypto, including BTC, ETH, SOL, HYPE, and XRP, without selling. From Nov 4 to Dec 4, make a single draw of $10,000+ and earn a 2% cash bonus, up to $1,000. A 180-day hold with no principal repayments is required, and the offer is limited to the first 200 eligible clients. Borrowing involves risk, including variable interest and possible liquidation of your collateral. Lending is offered by GalaxyOne Lending LLC (NMLS ID: 2741667), and terms apply. Open a line → https://www.galaxy.app/promotions/ploc-november-2026===========================This episode is brought to you by Investor Health — clinician-prescribed protocols for weight, metabolism, energy, and longevity, delivered to your door in 48–72 hours. No office visits, no referrals. Plans start at $149/mo. Learn more at http://www.InvestorHealth.com/pomp. Investor Health is a telehealth platform, not a medical provider. Compounded medications are not FDA-approved. Individual results may vary and treatment requires evaluation by a licensed provider.===========================0:00 - Intro0:56 - Will Jensen Huang remain Nvidia CEO?4:57 - What this means for China & US chip exports9:03 - The spy story: what’s really going on?16:10 - The most resilient bull market ever?21:33 - Anthropic IPO & falling valuation23:12 - Frontier models vs. their partners27:12 - OpenAI going public30:26 - Marvell merger, leverage & AI’s first-phase winners35:21 - CoreWeave, Nebius & Palantir37:36 - SpaceX, Tesla & the midterm fallout41:11 - Cybercab, robotics & China’s lead43:30 - Still bullish on AI?45:08 - Meta’s comeback

Tillman Holloway is the CEO of Arch Public. In this conversation, we break down why volatility is showing up everywhere, what it means for bitcoin, and whether investors now need AI to win. We also discuss decentralizing AI and the energy grid, tokenization, BlackRock’s push into crypto, and the US debt problem.=====================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! =====================Figure’s $1,250 Promotion (https://figuremarkets.onelink.me/Plnq/affiliatepompthanksgiving) T&Cs (https://www.figure.com/crypto-backed-loan/thanksgiving-promotion/terms-and-conditions/) Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~8.5% APY on real world assets. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at figure.com/disclosures/ =====================Today's episode is sponsored by Abra. Hold bitcoin with a plan: explore bitcoin-backed borrowing for liquidity or a BTC-denominated yield strategy managed by Abra Capital Management. Learn about options, terms, and risks at abra.com/pomp. Borrowing may trigger liquidation; investment strategies may lose principal.Paid sponsorship. Not investment advice.=====================0:00 - Intro1:10 - What AI can learn from bitcoin decentralization4:07 - Securing data & the first party data boom9:41 - Energy grid, demand management & Base Power16:43 - Why volatility is everywhere 20:27 - Do you need AI to invest now?22:48 - Public meets private markets & tokenization26:54 - Bitcoin is backed by compute29:42 - BlackRock, tokenization & the future of lending33:42 - US debt crisis & consumer lending37:11 - Politics, affordability & misinformation43:43 - What’s next for Arch Public?

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the midterm blue wave and the market sell-off, why the S&P 500 may really be 492 bonds and 8 call options, and why bitcoin is positioned to beat public stocks. We also discuss easing liquidity, the Elliott Wave setup for bitcoin, Iran and oil, gold, and hedge fund deleveraging.=======================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! =======================Figure’s $1,250 Promotion (https://figuremarkets.onelink.me/Plnq/affiliatepompthanksgiving) T&Cs (https://www.figure.com/crypto-backed-loan/thanksgiving-promotion/terms-and-conditions/) Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~8.5% APY on real world assets. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at figure.com/disclosures/ =======================This episode is brought to you by GalaxyOne. Need cash but don’t want to sell your crypto? A GalaxyOne Portfolio Line of Credit lets you borrow against eligible crypto, including BTC, ETH, SOL, HYPE, and XRP, without selling. From Nov 4 to Dec 4, make a single draw of $10,000+ and earn a 2% cash bonus, up to $1,000. A 180-day hold with no principal repayments is required, and the offer is limited to the first 200 eligible clients. Borrowing involves risk, including variable interest and possible liquidation of your collateral. Lending is offered by GalaxyOne Lending LLC (NMLS ID: 2741667), and terms apply. Open a line → https://www.galaxy.app/promotions/ploc-november-2026=======================0:00 - Intro1:01 - Midterm blue wave & market sell-off5:30 - S&P 500 is 492 bonds & 8 call options9:37 - Why bitcoin beats public stocks18:29 - Bitcoin liquidity & Elliott Wave setup23:33 - Bitcoin vs the AI trade29:17 - Is AI winner take all?31:40 - Marvell deal & hedge fund deleveraging38:25 - Iran, oil & falling inflation42:48 - Gold, Qualcomm & the AI trade49:08 - Midterm memes & political extremism54:16 - How we used AI this week

Ron Biscardi is the CEO and co-founder of iConnections, one of the largest platforms connecting institutional investors with fund managers. In this conversation, we break down how pensions, endowments, and sovereign wealth funds are thinking about AI, data centers, Anthropic, and the venture comeback. We also discuss what’s holding back institutional bitcoin adoption, and private credit.=====================TomorrowX Summit | November 17–18 | Moody Center, Austin, TX. Hear from Jensen Huang, David Solomon, Jon Gray, Marc Rowan and more of the top CEOs and investors in AI, in a banking-conference-style event open to retail investors. Hosted by Ron Biscardi, Gavin Baker, and Antonio Gracias. Use code SYLVIA for 20% off tickets.👉 https://tomorrowxsummit.com=====================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at ⁠https://www.archpublic.com⁠, and start your FREE automated trading strategy! =======================This episode is brought to you by Investor Health — clinician-prescribed protocols for weight, metabolism, energy, and longevity, delivered to your door in 48–72 hours. No office visits, no referrals. Plans start at $149/mo. Learn more at ⁠http://www.InvestorHealth.com/pomp⁠. Investor Health is a telehealth platform, not a medical provider. Compounded medications are not FDA-approved. Individual results may vary and treatment requires evaluation by a licensed provider.=======================0:00 - Intro1:29 - How institutional money is reacting to the midterms4:44 - Texas data center slowdown8:51 - SpaceX orbital data centers12:02 - Anthropic, OpenAI & the venture comeback19:45 - What institutions really think of bitcoin23:32 - Regulation, custody & the Binance hack27:08 - Is private credit fear overblown?32:35 - Why institutions move slower34:50 - TomorrowX Summit in Austin

Jan Van Eck is the CEO of VanEck, a global asset manager with roughly $235 billion under management. In this conversation, we break down his 10-year macro framework, why India could rival Europe, and how AI is reshaping VanEck from the inside. We also discuss runaway government spending, why he says everyone should own gold and bitcoin, crypto ETFs, 24/7 trading, and AI agents managing money.=====================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! =====================Today's episode is sponsored by Abra. Hold bitcoin with a plan: explore bitcoin-backed borrowing for liquidity or a BTC-denominated yield strategy managed by Abra Capital Management. Learn about options, terms, and risks at https://www.abra.com/pomp. Borrowing may trigger liquidation; investment strategies may lose principal.Paid sponsorship. Not investment advice.=====================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/pomp=====================0:00 - Intro0:20 - VanEck today & the 10-year macro framework2:54 - Why India will be as big as Europe4:59 - AI as a decade-long theme & projecting token demand7:05 - How VanEck uses AI internally10:42 - Government money printing & rising rates14:17 - Gold, bitcoin & the risk of a U.S. default16:50 - Can AI deflation bail out government spending?17:41 - Crypto ETFs & which altcoins survive18:48 - Tokenization & 24/7 trading 21:47 - AI agents trading & allocating money25:50 - The ETF industry 5 years from now

Michael Tannenbaum is the CEO of Figure and a former executive at SoFi and Brex. In this conversation, we break down housing affordability after the midterm blue wave, how Figure cut the cost of a mortgage from $12,000 to $1,000, and why the business is growing at a “Rule of 150” pace. We also discuss tokenization, crypto-backed bitcoin loans, AI, and the future of lending on chain.=======================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! =======================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/pomp=======================This episode is brought to you by Investor Health — clinician-prescribed protocols for weight, metabolism, energy, and longevity, delivered to your door in 48–72 hours. No office visits, no referrals. Plans start at $149/mo. Learn more at http://www.InvestorHealth.com/pomp. Investor Health is a telehealth platform, not a medical provider. Compounded medications are not FDA-approved. Individual results may vary and treatment requires evaluation by a licensed provider.=======================0:00 - Intro0:54 - Housing affordability & the midterm blue wave3:34 - How Figure makes mortgages faster & cheaper7:21 - Rule of 150 & how the marketplace makes money13:32 - Expanding beyond HELOCs into auto & small business15:30 - Tokenization: plumbing vs the consumer pitch18:27 - How Figure uses data & AI25:52 - Growth outlook & regulatory risk30:05 - Crypto-backed loans with bitcoin & ethereum31:45 - What keeps him up at night33:49 - Figure’s future & message to investors

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the $6 billion Binance hack and what it means for bitcoin, the rise of AI-driven cyber attacks, Anthropic’s S-1, Microsoft’s 60,000-person buyout offer, and Eli Lilly’s record quarter. We also discuss interest rates, the AI bubble debate, and why Jordi believes bitcoin is the purest AI trade.=====================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! =====================Sleep better with Fitnexa SomniPods 3 — ultra-thin sleep earbuds built for all-night comfort. With 42dB of noise cancellation, sleep tracking, and personalized AI insights, they're designed to block out noise and help you actually rest, whether you're a side sleeper, a light sleeper, or dealing with a snoring partner. Use code POMP10 for $10 off at https://www.fitnexa.com.=====================Today's episode is sponsored by Abra. Hold bitcoin with a plan: explore bitcoin-backed borrowing for liquidity or a BTC-denominated yield strategy managed by Abra Capital Management. Learn about options, terms, and risks at abra.com/pomp. Borrowing may trigger liquidation; investment strategies may lose principal.Paid sponsorship. Not investment advice.=====================0:00 - Intro0:56 - Binance $6B hack & AI cyber threats9:13 - Bitcoin volatility, tokenization & key price levels13:32 - FTX parallels: is the bottom in?21:15 - AI bubble fears vs exploding fundamentals24:15 - Microsoft’s 60,000 buyouts & labor vs capital29:11 - Anthropic S-1 & why bitcoin is the purest AI trade34:06 - Private market valuations & slow AI adoption38:41 - Eli Lilly’s record quarter48:29 - Cybersecurity stocks & Palantir49:37 - AI use cases & Silvia Legacy

Polina Pompliano is the founder of The Profile, where she writes long-form profiles of the world’s most successful people. In this conversation, we break down bitcoin’s recent sell-off and why the bears are a bullish signal, the Anthropic IPO and its long-term benefit trust, and why AI abundance makes scarce assets more valuable. We also discuss kung fu robots, AI psychosis, and why laser eyes might blind you.======================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ======================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~8.5% APY on real world assets. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at https://figure.com/disclosures/ ======================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/pomp======================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.======================Today's episode is sponsored by Abra. Hold bitcoin with a plan: explore bitcoin-backed borrowing for liquidity or a BTC-denominated yield strategy managed by Abra Capital Management. Learn about options, terms, and risks at https://www.abra.com/pomp. Borrowing may trigger liquidation; investment strategies may lose principal.Paid sponsorship. Not investment advice.======================0:00 - Intro0:58 - Is bitcoin going to zero? Bear market & Q4 outlook7:44 - Is AI stealing capital from bitcoin?13:01 - Anthropic IPO & why AI is bullish for bitcoin14:26 - Ad Ends17:58 - Anthropic’s public benefit shares vs Elon & Michael Dell22:30 - Who is Buddy Shah?25:38 - AI regulation, profits vs humanity32:58 - Should we fear kung fu robots?34:49 - How AI impacted our family & privacy fears41:07 - Separating products from the BS45:39 - AI psychosis & Pomp’s biggest bitcoin regret52:20 - Ambition vs delusion

Ryan Detrick is the Chief Market Strategist at Carson Group and co-host of the Facts vs Feelings podcast. In this conversation, we break down why October weakness is normal, what midterm election history says about stocks, and why the rally is spreading beyond tech. We also discuss AI spending risks, the Fed, record cash on the sidelines, and where bitcoin and gold fit in a portfolio.=====================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! =====================GalaxyOne is a financial technology platform built for people who want their cash working harder. → https://go.galaxy.app/HMiq/pomp Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply.=====================0:00 - Intro1:17 - October weakness & the Q4 setup5:18 - Money rotating out of tech into the broader market?7:05 - Nvidia valuations & earnings growth8:28 - Big Tech’s AI spending risks & how to play tech12:53 - Record cash on the sidelines & midterm stats15:05 - The buying thrust signal16:37 - Fed outlook & does it matter?18:46 - Earnings & consumer strength21:51 - Bitcoin, gold & land23:40 - Rising yields & digital credit26:25 - Q4 outlook

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down Chamath’s claim that bitcoin is going to zero, the real quantum computing risk, the historic hedge fund unwind, and why AI is now smarter than all of us. We also discuss using AI as a life coach, genetically modified war dogs, and why Eli Lilly could become the biggest company in America.====================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ====================Today's episode is sponsored by Abra. Hold bitcoin with a plan: explore bitcoin-backed borrowing for liquidity or a BTC-denominated yield strategy managed by Abra Capital Management. Learn about options, terms, and risks at abra.com/pomp. Borrowing may trigger liquidation; investment strategies may lose principal. Paid sponsorship. Not investment advice.====================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.====================0:00 - Intro1:01 - Chamath says bitcoin is going to zero (is quantum a real threat?)10:55 - Marc Andreessen on why people over 35 fear new technology14:30 - The historic hedge fund unwind & what’s driving the AI sell-off20:03 - AI is now smarter than you (using Grok to sell real estate)23:57 - Top law schools are banning AI & what it means for your kids28:48 - Active vs passive AI usage & running a company on AI agents34:06 - How to use AI as a weekly life coach39:53 - Building shared AI memory43:28 - Warp Sciences, Palmer Luckey & genetically modified war dogs46:21 - Why Eli Lilly will become the biggest company in America