The BIGGEST Investment Idea I’m Betting Will OUTPERFORM For Decades episode artwork

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

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

NOW PLAYING

The BIGGEST Investment Idea I’m Betting Will OUTPERFORM For Decades

0:00 15:35

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of From the Desk of Anthony Pompliano?

This episode is 15 minutes long.

When was this From the Desk of Anthony Pompliano episode published?

This episode was published on August 6, 2025.

What is this episode about?

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...

Can I download this From the Desk of Anthony Pompliano episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!