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.

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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!

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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.

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• 0:00 - Intro
• 0:56 - Binance $6B hack & AI cyber threats
• 9:13 - Bitcoin volatility, tokenization & key price levels
• 13:32 - FTX parallels: is the bottom in?
• 21:15 - AI bubble fears vs exploding fundamentals
• 24:15 - Microsoft’s 60,000 buyouts & labor vs capital
• 29:11 - Anthropic S-1 & why bitcoin is the purest AI trade
• 34:06 - Private market valuations & slow AI adoption
• 38:41 - Eli Lilly’s record quarter
• 48:29 - Cybersecurity stocks & Palantir
• 49:37 - 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.

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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!

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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.

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• 0:00 - Intro

• 0:58 - Is bitcoin going to zero? Bear market & Q4 outlook

• 7:44 - Is AI stealing capital from bitcoin?

• 13:01 - Anthropic IPO & why AI is bullish for bitcoin

• 14:26 - Ad Ends

• 17:58 - Anthropic’s public benefit shares vs Elon & Michael Dell

• 22:30 - Who is Buddy Shah?

• 25:38 - AI regulation, profits vs humanity

• 32:58 - Should we fear kung fu robots?

• 34:49 - How AI impacted our family & privacy fears

• 41:07 - Separating products from the BS

• 45:39 - AI psychosis & Pomp’s biggest bitcoin regret

• 52:20 - 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.

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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!

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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.

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• 0:00 - Intro
• 1:17 - October weakness & the Q4 setup
• 5:18 - Money rotating out of tech into the broader market?
• 7:05 - Nvidia valuations & earnings growth
• 8:28 - Big Tech’s AI spending risks & how to play tech
• 12:53 - Record cash on the sidelines & midterm stats
• 15:05 - The buying thrust signal
• 16:37 - Fed outlook & does it matter?
• 18:46 - Earnings & consumer strength
• 21:51 - Bitcoin, gold & land
• 23:40 - Rising yields & digital credit
• 26:25 - Q4 outlook