EPISODE · Jun 20, 2025 · 13 MIN
Why the Real Market Rally Starts In The Second Half of 2025
from From the Desk of Anthony Pompliano · host Anthony Pompliano
The first half of 2025 has been filled with chaos — Trump tariffs, market panic, and retail traders flooding into penny stocks. But now that the dust has (mostly) settled, something surprising happened: stocks recovered, Bitcoin surged, and optimism crept back in. Looking ahead, with rate cuts on the table and momentum building, the second half of the year could deliver the rally everyone’s been waiting for. We're just getting started, baby!0:00 Intro0:26 Recapping the turbulent first half of 2025 in financial markets5:50 My prediction for the rest of 2025 (spoiler: all time highs ahead)7:50 Microstrategy playbook explained Watch From the Desk of Anthony Pompliano on the audio platform of your choice:https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Pomp 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
The first half of 2025 has been filled with chaos — Trump tariffs, market panic, and retail traders flooding into penny stocks. But now that the dust has (mostly) settled, something surprising happened: stocks recovered, Bitcoin surged, and optimism crept back in. Looking ahead, with rate cuts on the table and momentum building, the second half of the year could deliver the rally everyone’s been waiting for. We're just getting started, baby!0:00 Intro0:26 Recapping the turbulent first half of 2025 in financial markets5:50 My prediction for the rest of 2025 (spoiler: all time highs ahead)7:50 Microstrategy playbook explained Watch From the Desk of Anthony Pompliano on the audio platform of your choice:https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Pomp 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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Why the Real Market Rally Starts In The Second Half of 2025
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