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The Pomp Podcast
Figure CEO on mortgages: "A mortgage done through our process is about $1,000"
6 takeaways: how blockchain cut third-party loan review costs 80%, the "Rule of 150" marketplace behind Figure's growth, and why AI agents will route…
2 hrs ago
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"Bitcoin is the purest AI trade": ex-Weiss Multi-Strategy CIO on the $6B Binance hack
9 calls: why banks now have a stake in fixing crypto security, why Microsoft's buyout offer to 60,000 staff matters, and why Eli Lilly could become the…
Nov 1
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Quantum won't send Bitcoin to zero because it is a hardware problem — VisserLabs investor
9 calls: a hedge-fund unwind he says is bigger than July's, a market low inside two weeks, AI agents that outnumber staff, and why Eli Lilly is his…
Oct 25
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"We are watching leverage come out of the system": Ex-Weiss CIO on hedge funds
8 arguments: why AI agents are squeezing hedge funds, why bitcoin is his hedge on his own AI thesis, and why money-market funds have outgrown bank…
Oct 18
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Dumb Money Live founder on Amazon options: down $8M, up a net $11M
6 principles: how a corrupted Google Trends dataset burned him on Lululemon, why he's fine with 70% drawdowns, and what worries him more than killer…
Oct 13
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Ex-Weiss Multi-Strategy CIO: AI agents will make crypto the toll collector
9 calls: why AI agents squeeze bank profits, why compute decides the model race, and why bitcoin looks like Micron did in 2024
Oct 11
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VisserLabs investor on his 46-name crypto index: "up year to date 50%"
10 calls: why he says rates have only normalized, why AI agents will need crypto to move money, and why the fourth quarter is when big allocators pick…
Oct 4
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