Section · The Pomp Podcast

Investing

Investing on The Pomp Podcast: portfolio strategy, asset allocation, risk and how professional investors think about long-term returns.

Episode

How Do I Buy Anthropic Stock? What the ANT IPO Filing Says

Oct 27, 2026

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8 min read

How Do I Buy Anthropic Stock? What the ANT IPO Filing Says

Anthropic filed to list on Nasdaq as ANT. Here's what the S-1 says about timing, retail access and control, and what Pomp Podcast guests said about buying AI before the IPO.

The Pomp Podcast

Guests

Oct 24, 2026

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5 min read

Who is Dan Ives?

The Yorkville Ives partner and longtime Wall Street tech analyst, and his calls on the AI boom

The Pomp Podcast

Bitcoin

Oct 24, 2026

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10 min read

Who is Jordi Visser?

The macro investor behind 22V's AI Macro Nexus, and a regular guest on The Pomp Podcast

The Pomp Podcast

Healthcare

Eli Lilly: Biggest Company in America Within 5 Years?

Oct 24, 2026

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5 min read

Eli Lilly: Biggest Company in America Within 5 Years?

Jordi Visser's case for Lilly over Nvidia, and the risks

The Pomp Podcast

Credit

CoreWeave and Oracle Debt: Are AI Debt Fears Overdone?

Oct 24, 2026

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5 min read

CoreWeave and Oracle Debt: Are AI Debt Fears Overdone?

Dan Ives on what the bears get right, and where they go wrong

The Pomp Podcast

Episode

Tesla SpaceX Merger: Dan Ives Puts the Odds at 80–90% and the Price at $500–$550

Oct 24, 2026

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10 min read

Tesla SpaceX Merger: Dan Ives Puts the Odds at 80–90% and the Price at $500–$550

The odds, the price and the strategic case, from Dan Ives

The Pomp Podcast

Episode

Dan Ives AI Boom Call: 85% Is Still Ahead of Us

Oct 24, 2026

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6 min read

Dan Ives AI Boom Call: 85% Is Still Ahead of Us

What Dan Ives saw in Korea and why he says we're still early

The Pomp Podcast

Quantum Computing

Chamath: Bitcoin Going to Zero? Jordi Visser Responds

Oct 24, 2026

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5 min read

Chamath: Bitcoin Going to Zero? Jordi Visser Responds

What Chamath actually said, and why Jordi Visser disagrees

The Pomp Podcast

Quantum Computing

Oct 24, 2026

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11 min read

Is Quantum Computing a Threat to Bitcoin? The Real Risk

What's exposed, how many qubits it takes, the timeline debate, and why Jordi Visser isn't worried

The Pomp Podcast