The Pomp Letter - Podcast app setup
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This Stock Continues To Appear Highly Undervalued
Friday, May 17, 2024
Listen now (6 mins) | To investors, The Sohn Conference, where investors pitch their best investment idea, was hosted on April 3rd. The next day, I wrote to this group and said that I would have
The AI Bots Are Going To Need Money
Tuesday, May 14, 2024
Listen now (4 mins) | To investors, OpenAI announced GPT-4o yesterday. The demos were incredible, including real-time language translation, a clean verbal interface where users can speak to the model,
Crypto Is Being Politicized Which Should Not Be Surprising
Monday, May 13, 2024
Listen now (6 mins) | Today's letter is brought to you by Consensus 2024! Consensus 2024 is happening May 29-31 in Austin, Texas. This year marks the tenth annual Consensus, making it the largest
Podcast app setup
Sunday, May 12, 2024
Open this on your phone and click the button below: Add to podcast app
Prediction Markets Say No Recession Is Coming
Friday, May 10, 2024
Listen now (2 mins) | To investors, There was more than a 70% chance of a recession occurring in 2023, according to Kalshi prediction markets in July 2023. Not only did the recession never come, but
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