EPISODE · Aug 6, 2025 · 15 MIN
The BIGGEST Investment Idea I’m Betting Will OUTPERFORM For Decades
from From the Desk of Anthony Pompliano · host Anthony Pompliano
Every great investor has one big idea. Warren Buffett bought value. Carl Icahn used activism. Masayoshi Son bet big on early tech. I’ve got mine too — and it’s the core thesis driving everything I do for the next 40 years. In this episode, I break down the biggest investment idea I’m betting will outperform for decades, and how I’m positioning around it. 0:00 Intro0:32 The biggest ideas of Buffet, Icahan, Masayoshi, and Cohen1:50 Revealing my big investment idea3:34 The US is back in the uranium game6:31 The lie of "if I would've bought Bitcoin in 2010..."7:57 Special clip from Tucker Carlson's interview with Richard Warner about central bankingListen 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 265,000+ 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
Every great investor has one big idea. Warren Buffett bought value. Carl Icahn used activism. Masayoshi Son bet big on early tech. I’ve got mine too — and it’s the core thesis driving everything I do for the next 40 years. In this episode, I break down the biggest investment idea I’m betting will outperform for decades, and how I’m positioning around it. 0:00 Intro0:32 The biggest ideas of Buffet, Icahan, Masayoshi, and Cohen1:50 Revealing my big investment idea3:34 The US is back in the uranium game6:31 The lie of "if I would've bought Bitcoin in 2010..."7:57 Special clip from Tucker Carlson's interview with Richard Warner about central bankingListen 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 265,000+ 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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The BIGGEST Investment Idea I’m Betting Will OUTPERFORM For Decades
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