Off The Chain

Scott Patterson is the author of a brand new book, 'Chaos Kings: How Wall Street Traders Make Billions in the New Age of Crisis.' In this book, he breaks down two of the greatest traders in history, Nassim Taleb and Mark Spitznagel.  At Universa hedge fund, which both of them have set up and run, they are returning over 100% annually based on audited returns. They have been doing that for over a decade, one of the great runs, but the strategy they employ is even more fascinating. ======================= Pomp writes a daily letter to over 250,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

Darius Dale is the founder & CEO of 42Macro. In this conversation, we talk about global liquidity and its relationship to various asset markets, such as stocks, real estate, & bitcoin. Darius also speaks on the historic relationship between inflation and recessions. ======================= Pomp writes a daily letter to over 250,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

Anthony Pompliano recently went on the Present Father's Podcast. Topics include being a dad, what I've learned, what I am still trying to learn, and what knowledge I can pass on. The first 2 years of being a dad has been such a cool experience, and I had the opportunity to talk about it. ======================= Pomp writes a daily letter to over 250,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

Brett Adcock is the founder & CEO at Figure, they are building an autonomous humanoid robot. He also previously built numerous other business, including Archer, which is a vertical take-off and landing electric vehicle trying to solve the traffic problem inside urban areas. To say that Brett has big ambition and ruthless execution would be an understatement. ======================= Pomp writes a daily letter to over 250,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

The $20.7 trillion commercial real estate market is in trouble. People from Janet Yellen to Elon Musk have both sounded the alarm. This is a solo episode which breaks down the impending collapse of commercial real estate using data and examples, provides potential solutions, and the impact it could bring on the banking system. ======================= Pomp writes a daily letter to over 235,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

Darius Dale is the founder & CEO of 42Macro, one of the best research shops in all of Wall Street. In this conversation, we discuss global liquidity, we talk about which of the central banks are pushing liquidity up, and which of the central banks are driving liquidity out of the system. The global liquidity is one of the most important inputs to understanding asset prices, and Darius does a great job of breaking that down. ======================= Pomp writes a daily letter to over 235,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

Polina Marinova Pompliano is the founder of The Profile, the author of a brand new book Hidden Genius, and also my wife & best friend. In this conversation, we talk about her book Hidden Genius, and all of the lessons and insights that she packed into the book. There has been years and years of her reading thousands of profiles on the world's most successful people and companies, in order for her to distill it all down into the book. Order Book: https://www.amazon.com/Hidden-Genius-secret-thinking-successful/dp/1804090034 ======================= Pomp writes a daily letter to over 235,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

Eric Balchunas & James Seyffart are two ETF experts at Bloomberg. In this conversation, we break down BlackRock's announcement that they are filing for a publicly traded bitcoin trust, that essentially will give investors all of the benefits and exposure to a spot bitcoin ETF. Eric & James explain what the difference between this fund vs Grayscale's fund, potential market implications, how the regulatory environment could change, and predictions on if it will get approved & how much capital will flow into this fund if approved. ======================= Pomp writes a daily letter to over 235,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

Bill Clerico is an investor at Convective Capital. He is an early investor in 50+ companies, and he is the former CEO of WePay which was acquired by JPMorgan. In this conversation, we talk about Bill's investment thesis - his entire firm is focused on investing in technology, software, & hardware related to wildfires. Bill and his team are looking for startups that are trying to help mitigate, treat, & prevent all of those issues. ======================= Pomp writes a daily letter to over 235,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

Jess Jonas is the chief legal officer at the Bitcoin Legal Defense Fund. She is also the point person organizing the defense of 13 bitcoin developers across two court cases in the United Kingdom. In this conversation, she breaks down what is going on in those court cases, why this is so important for bitcoin development & open source software, and then she describes how you can get involved to support their work. ======================= Pomp writes a daily letter to over 235,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

Dom Bei is a Santa Monica firefighter, he is also the former president of the Firefighters Union, and a bitcoin author. In this conversation, we talk to him about the Santa Monica Firefighter Union being the first union in the country to not only buy bitcoin, but also hold it in self-custody. Dom describes how they did it, why they did it, what the risks were, and what the response has been. ======================= Pomp writes a daily letter to over 235,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

Darius Dale is the founder & CEO of 42Macro, they are one of the best sources of information I have found across asset classes, markets, and Wall Street. In this conversation, we talk about the global liquidity cycle, specifically focusing in on China & Japan -- what is going on with that monetary policy, their contribution to global liquidity, and how certain assets are responding. ======================= Pomp writes a daily letter to over 235,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

Yuri Sagalov is the founder of Wayfinder Venture Capital Firm. In this conversation, we talk about his background, working at YC as a partner, various investments like Flexport & Boom Supersonic, how he thinks about early stage market conditions, what he looks for in a potential partner, and what the benefits are of being a solo investor. ======================= Pomp writes a daily letter to over 235,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

Peter Schiff is the co-founder of Euro Pacific Asset Management. In this conversation, we talk about the macro environment, Fed policy, interest rates, inflation, banking crisis, debt limit crisis, and impact on asset prices such as real estate, gold, bitcoin, and stocks. This is a special episode, Peter Schiff is now a bitcoiner, he is using the bitcoin network to do things with Ordinals and artwork. Welcome Peter Schiff to the bitcoin community. ======================= Pomp writes a daily letter to over 235,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

Cullen Roche is the founder & CIO of Discipline Funds. In this conversation, we talk about the macro economy, inflation, interest rates, debt ceiling, Fed policy, savings rate, credit card debt, banking crisis, and much more. ======================= Pomp writes a daily letter to over 235,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

Rob Henderson is the author of a brand new book, 'Troubled: A Memoir Of Foster Care, Family, And Social Class.' Rob has pioneered a number of new ideas, such as luxury beliefs, which will make you think much more critically about your life, how society operates, and how you can actually learn from those above, beside, and beneath you in society. We also talk about how these luxury beliefs permeate across all different industries, and different socioeconomic classes. ======================= Pomp writes a daily letter to over 235,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

Ben Smith is the co-founder of Semafor, and the author of a brand new book called, ‘Traffic: Genius, Rivalry, And Delusion In The Billion-Dollar Race To Go Viral.’ In this conversation, we talk about the state of the media, what is going right, what is going wrong, what he learned from working at BuzzFeed, Politico, New York Times, and now starting his own media company.  ======================= Pomp writes a daily letter to over 235,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

Ashlee Vance is the author of a brand new book, 'When the Heavens Went on Sale: The Misfits and Geniuses Racing to Put Space Within Reach.' He is also the New York Times bestselling author of the book, 'Elon Musk: Tesla, SpaceX, and the Quest for a Fantastic Future.' We talk about space, SpaceX, Elon Musk, and a bunch of space startups that are all racing to be on the frontier of what appears to be one of the big industries in the future. This book by Ashlee Vance is absolutely fantastic, it shows what is going on the industry, what the players are, and why so much money, time & energy is being spent in what appeared to be a pipe dream a few years ago. ======================= Pomp writes a daily letter to over 235,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

Welcome to the Real Estate | Build Or Die Conference. It’s going to be a day of learning from some of the top minds in the real estate world. We have a lineup of speakers that all have specialization and expertise across the real estate industry. ================== Thank you to our event partners: Investment.com: http://investment.com/ Investment.com specializes in real estate franchises and income strategies, all while putting the customer in focus. They prioritize equitable and inclusive investment practices to generate passive income and build diverse portfolios -- all while lowering the cost of entry to these asset classes. Click here (http://investment.com/) to see more of what Investment.com has to offer. RE Cost Seg: https://www.recostseg.com/ RE Cost Seg helps real estate investors unlock massive tax savings through bonus depreciation. Our expert team delivered over 600 fully engineered cost segregation studies with $60 million in tax deductions over the last 12 months - from single family rental

Darius Dale is the founder & CEO of 42Macro. In this conversation, we talk about global liquidity, debt limit crisis, treasury issuance potentially up-ticking, and what this all means for asset prices. ======================= Pomp writes a daily letter to over 235,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/