Section · The Pomp Podcast
Stocks on The Pomp Podcast: big tech, AI winners, earnings and valuations, and how top investors pick what to own in public markets.
Episode
+4
Oct 27, 2026
•
8 min read
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.
Guests
Oct 24, 2026
5 min read
The Yorkville Ives partner and longtime Wall Street tech analyst, and his calls on the AI boom
Healthcare
+5
Jordi Visser's case for Lilly over Nvidia, and the risks
Credit
Dan Ives on what the bears get right, and where they go wrong
6 min read
What Dan Ives saw in Korea and why he says we're still early