Why Bitcoin's Rally Is Just Getting Started | Tom Lee

In this episode of The Pomp Podcast, Anthony Pompliano interviews Tom Lee, co-founder of Fundstrat, about various market trends and investment strategies. They discuss the AI sector, debating whether it's in a bubble, and explore the potential of AI to drive productivity and earnings growth. Lee shares his insights on market valuations, the impact of economic data, and the influence of monetary policy. The conversation also covers the Granny Shots ETF, potential new investment themes like sovereign security and longevity, and the role of robotics in addressing labor shortages. They delve into prediction markets, alternative data sources like Trueflation, and the potential of blockchain technology. Lee offers his perspective on gold, Bitcoin, Ethereum, and the possibility of Bitcoin reaching $200,000 by year-end. He also touches on the most hated stock market rally and the political divide influencing market sentiment. Finally, they discuss Bitmine's Ethereum strategy and the potential for retail activism in driving corporate change.