Jordi Visser is a veteran macro investor with 30+ years of market experience and the author of the VisserLabs Substack. In this episode, we break down why bitcoin is selling off, why software multiples are compressing, and how capital is shifting toward scarce, physical assets. We cover data centers, AI, energy, and semiconductors — plus insights on Elon Musk, Tesla, SpaceX, and what it all means for markets. ===================== Figure ( https://democratizedprime.pxf.io/c/6754631/3755092/37696...
Feb 07, 2026•56 min
Jeff Park is a Partner & Chief Investment Officer at ProCap Financial. In this conversation, we discuss bitcoin’s recent drawdown and whether the market is in a true bear phase, the current interest rate backdrop, and the Fed’s role in today’s economy. We also cover the nomination of Kevin Warsh as Fed chairman, Jeff’s outlook on precious metals, and a warning on one asset he believes investors should avoid going forward. ======================= This podcast is sponsored by Abra.com. Abra is...
Feb 04, 2026•37 min
In this solo episode, Anthony Pompliano explores a key question facing investors today: Is Bitcoin in a bear market? He breaks down the recent drawdown, explains why this cycle looks different, and discusses how Wall Street adoption, shifting inflation expectations, and global risk dynamics are reshaping Bitcoin’s price action. ====================== Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the pro...
Feb 02, 2026•23 min
Jordi Visser is a veteran macro investor with 30+ years of market experience and the author of the VisserLabs Substack. In this episode, we unpack the Federal Reserve rate pause, the case for a more forward-looking Fed, and how rapidly advancing AI is reshaping inflation vs. deflation expectations. We also explore the scarcity trade across bitcoin, silver, energy, and semiconductors—and how investors can think about positioning as physical constraints collide with abundant software. ============...
Jan 31, 2026•38 min
Peter Schiff is the Chief Economist of Euro Pacific Asset Management and the Chairman of Schiff Gold. In this conversation, we discuss the state of the U.S. economy, inflation, tariffs, the weakening dollar, and the outlook for gold, silver, and bitcoin. We also dive into global trade, monetary policy, and engage in a heated debate over whether tariffs and a weaker dollar help or hurt the economy. ==================== BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement accoun...
Jan 30, 2026•1 hr 2 min
Bob Murphy is a Senior Fellow at the Mises Institute and Chief Economist at Infineon. In this conversation, we discuss Federal Reserve policy, tariffs, and what’s really happening in the U.S. economy. We break down the housing market, inflation, and what it all means for your wallet—plus Bob’s Austrian economics perspective on gold, bitcoin, and the road ahead. ======================= BitcoinIRA : Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your ac...
Jan 28, 2026•31 min
In this solo episode, Anthony Pompliano explains why bitcoin is lagging while gold, silver, copper, and platinum are surging. He breaks down the forces driving the metals rally, how Wall Street adoption has reshaped bitcoin’s market structure, and why inflation expectations, global stability, and AI are influencing where capital flows today. ======================== Sign up for the Gemini Credit Card: https://gemini.com/pomp #GeminiCreditCard #CryptoRewards This video is sponsored by Gemini. All...
Jan 26, 2026•19 min
Jordi Visser is a veteran macro investor with 30+ years of market experience and the author of the VisserLabs Substack. This was recorded live at the Real Vision 2026 Crypto Gathering. In this conversation, we discuss the scarcity trade across markets, bitcoin’s potential short squeeze, silver’s role as a critical industrial metal, and the inflation vs. deflation debate. We also explore how AI, robotics, and productivity shifts could reshape markets in the years ahead. ======================= Aw...
Jan 24, 2026•48 min
Kaz Nejatian is the CEO of Opendoor. In this conversation, we discuss the housing market, interest rates, and how Kaz is thinking about expanding access to homeownership. We also go inside Opendoor, including how AI is reshaping the home-buying and mortgage process, his approach to building companies, and why transparency and accountability to retail shareholders matter. ======================= As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is eve...
Jan 23, 2026•55 min
Andrew Parish is the co-founder of Arch Public. In this conversation, we discuss tokenization, the New York Stock Exchange’s latest announcement, and the growing role of algorithmic trading in crypto markets. We also break down bitcoin’s recent price action, regulation and the Clarity Act in Washington, and how new AI tools are changing the way companies like Arch Public are built. ====================== BitcoinIRA : Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 min...
Jan 20, 2026•43 min
Jordi Visser is a veteran macro investor with over 30 years of market experience and the author of the VisserLabs Substack. In this conversation, we break down bitcoin’s role in a deflationary world, inflation, Fed monetary policy, and the scrutiny around Jerome Powell. We also explore how AI is reshaping productivity and healthcare, the rise of humanoid robots, and what it all means for markets—plus a few laughs along the way. ======================= BitcoinIRA : Buy, sell, and swap 80+ cryptoc...
Jan 17, 2026•50 min
Jeff Park is a Partner & Chief Investment Officer at ProCap Financial. In this conversation, we discuss Fed independence and the ongoing investigation impacting markets, Jeff’s outlook on Bitcoin and public equities, and what the potential BitGo IPO could mean for the crypto space. We also touch on regulatory clarity, the GENIUS Act, and where U.S. legislation around digital assets may be headed. ========================= Bitwise is one of the largest and fastest-growing crypto asset manager...
Jan 14, 2026•46 min
Anthony Pompliano and John Pompliano break down the growing pressure on the Federal Reserve — from Jerome Powell’s battle with inflation to how shifting monetary policy is reshaping markets in real time. We dig into what this moment means for Bitcoin, investor sentiment, the broader macro backdrop, and the NYC token controversy surrounding Eric Adams. ====================== This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products thr...
Jan 13, 2026•40 min
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 Li...
Jan 10, 2026•1 hr 6 min
Jeff Park is a Partner & Chief Investment Officer at ProCap Financial. In this conversation, we break down the outlook for 2026, how bitcoin is positioned within global markets, and what shifting capital flows mean as major institutions like Morgan Stanley enter the space. Jeff also shares insights on geopolitics, artificial intelligence, and why these forces are increasingly shaping bitcoin and broader financial markets. ======================= Simple Mining makes Bitcoin mining simple and ...
Jan 07, 2026•45 min
Dave Collum is a Professor of Chemistry at Cornell University. In this conversation, we discuss asset prices in 2025, the economy, and the impact of monetary policy on markets. Dave explains why he believes the stock market is overvalued, why he’s concerned about risk assets, and why he’s uneasy about gold’s strong performance despite being a major holder. We also touch on his annual letter, inflation, investing outlooks, U.S. politics, geopolitics, and why independent thinking matters heading i...
Jan 05, 2026•1 hr 40 min
Jordi Visser is a macro investor with over 30 years of Wall Street experience and the writer behind the VisserLabs Substack. In this conversation, we break down the key lessons from 2025 and what to watch in 2026. We cover the assets and trends shaping the next cycle, the rapid impact of artificial intelligence on productivity, GDP, economic growth, and how individuals can use these tools to create more value in their work and lives. We also dive into bitcoin, AI’s role in markets, and practical...
Jan 03, 2026•1 hr 8 min
Jordi Visser is a macro investor with over 30 years of Wall Street experience and the writer behind the VisserLabs Substack. In this conversation, we break down the latest CPI data, what it means for the Fed’s next moves, artificial intelligence — how it’s changing the way people work, learn, and create an edge in their careers. We also cover bitcoin, macro positioning, and specific companies and organizations investors should be paying attention to right now. ======================= Need liquid...
Dec 20, 2025•47 min
Anthony and John Pompliano break down what’s really happening in the bitcoin market — why price has stalled, how volatility is evolving, and what most investors are missing about the next phase of this cycle. We dig into the Federal Reserve’s rate-cut debate, the broader economic backdrop, and how liquidity conditions are shaping risk assets — with a brief touch on BUD/S training and why discipline matters in markets and life. ======================= BitcoinIRA : Buy, sell, and swap 80+ cryptocu...
Dec 16, 2025•42 min
Jordi Visser is a macro investor with over 30 years of Wall Street experience and the writer behind the VisserLabs Substack. In this conversation, we break down the latest Fed decision, rate cuts, and their impact on bitcoin and public equities. Then we go deep into the AI landscape — where value is emerging, where risks remain, and how investors should be thinking about positioning for 2026. ====================== Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan ...
Dec 13, 2025•50 min
Mel Mattison is one of the leading macro strategists on the internet, known for his deep insights into global markets and digital assets. In this conversation, we break down why inflation fears are overstated, why rates may fall faster than expected, and how energy and politics are shaping today’s markets. We also cover the rise of young independent investors, growing distrust in institutions, and what all this means for bitcoin, stocks, housing, and the AI-driven economy ahead. ================...
Dec 11, 2025•49 min
Jeff Park is the Partner & Chief Investment Officer at ProCap Financial. In this conversation, we break down the Fed’s year-end shift toward rate cuts and easier liquidity, what it means for markets, and why bitcoin sentiment feels so negative despite strong performance. Jeff also digs into how AI investment is reshaping the macro landscape, what institutional players like BlackRock and Stripe signal for crypto, and why ProCap’s mission centers on bitcoin and the coming age of abundance. ===...
Dec 10, 2025•33 min
Anthony and John Pompliano dig into what’s really at stake at the upcoming Federal Reserve meeting — whether the move should be 25 bps, 50 bps, or nothing at all. We break down how those decisions ripple through markets and why bitcoin’s unique monetary policy is becoming impossible for the world to ignore. Plus, we break down the shift as bitcoin miners move into AI infrastructure — why it’s happening, how they’re doing it, and what it means for investors. ====================== Bitizenship giv...
Dec 09, 2025•37 min
Jordi Visser is a macro investor with over 30 years of Wall Street experience, and he also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we break down the major forces driving markets today — bitcoin’s price action, accelerating institutional adoption, the latest AI developments, internal tensions at OpenAI, and an overlooked industrial company he believes will be critical to the future economy. We wrap with a sharp look at the Fed, interest ra...
Dec 06, 2025•50 min
Seamus Rocca is the CEO of Xapo Bank. In this conversation, we dig into the real-world data behind Bitcoin adoption — why it looks very different from the popular narratives, who is actually using bitcoin, which geographies are driving growth, and how ETFs and corporate treasuries are reshaping demand. He also shares the surprising areas where bitcoin products may take off next. Check out Xapo Bank for a $150 discount off your first year of membership by 31st Dec 2025. (This promotion is not app...
Dec 05, 2025•31 min
Darius Dale is the Founder & CEO of 42 Macro. In this conversation, we break down the growing divisions inside the Federal Reserve, the real odds of a December rate cut, and who may lead the Fed next. Darius explains how Fed policy is moving asset prices in every direction and why markets are pricing something very different from what the Fed is saying. ====================== Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan ( https://www.figuremarkets.co/pomp ...
Dec 04, 2025•29 min
Jeff Park is the Partner & Chief Investment Officer at ProCap BTC. In this conversation, we break down the latest FUD around Strategy and Tether — what’s real, what’s noise, and why these narratives keep coming back. Jeff also explains why crypto sentiment feels so beaten down, what’s actually driving price action, and how to think about the current liquidity backdrop. We wrap with why QT is effectively over, QE is creeping back, and what that means for bitcoin going forward. ===============...
Dec 03, 2025•40 min
Anthony and John Pompliano break down the chaos inside today’s markets — from Bitcoin’s pullback to what’s really happening with the ETFs. We dig into why Vanguard suddenly capitulated, how a Trump-appointed Fed chair could reshape the entire macro landscape, and why political goggles are destroying people’s ability to think clearly about money. Plus, we unpack Michael and Susan Dell’s massive $6.25 billion donation to jump-start investing accounts for 25 million American kids — and what it mean...
Dec 02, 2025•40 min
Natalie Brunell is one of the leading voices in bitcoin, widely respected for helping millions understand the asset and the broader macro landscape. In this conversation, we break down why Bitcoin’s price has stalled, how it stacks up against gold, the biggest misconceptions critics still get wrong, stablecoins, Wall Street’s growing role, and whether Satoshi’s identity even matters. Natalie also shares insights from her book Bitcoin Is For Everyone and why she believes bitcoin’s long-term outlo...
Dec 01, 2025•40 min
Anthony and John Pompliano dig into whether markets have truly bottomed or if more pain is coming. They break down the economy, inflation, rates, politics, and immigration — and how all of it is shaping investor psychology right now. Plus, they unpack Mike Green’s argument that America’s real poverty line may be closer to $140,000 than $31,000. ====================== Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you...
Nov 25, 2025•46 min
