EPISODE · Nov 18, 2025 · 15 MIN
Recession? Market Crash? The Data Says Do NOT Bet On It
from From the Desk of Anthony Pompliano · host Anthony Pompliano
Your portfolio has probably felt the recent market sell-off. Bitcoin, AI stocks, S&P500 are all taking a clobbering. The only thing going up? Investors panic about the "bubble" bursting. But as we always do on this show, we lean on the data to tell us what's REALLY going on. Right now, it's telling us this panic and sell-off is overblown. I get into all of it on today's show!0:00 Intro0:45 Why markets have sold off recently 7:40 Why stocks can shake off pain in the regular economy9:16 Jordi Visser's two biggest investment ideas moving forward11:44 California politician wants to regulate AI from eliminating jobsListen to From the Desk of Anthony Pompliano on:Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1DPomp writes a daily letter to over 270,000+ 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: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews
What this episode covers
Your portfolio has probably felt the recent market sell-off. Bitcoin, AI stocks, S&P500 are all taking a clobbering. The only thing going up? Investors panic about the "bubble" bursting. But as we always do on this show, we lean on the data to tell us what's REALLY going on. Right now, it's telling us this panic and sell-off is overblown. I get into all of it on today's show!0:00 Intro0:45 Why markets have sold off recently 7:40 Why stocks can shake off pain in the regular economy9:16 Jordi Visser's two biggest investment ideas moving forward11:44 California politician wants to regulate AI from eliminating jobsListen to From the Desk of Anthony Pompliano on:Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1DPomp writes a daily letter to over 270,000+ 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: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews
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Recession? Market Crash? The Data Says Do NOT Bet On It
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