From the Desk of Anthony Pompliano

We keep hearing the dollar is losing value, the world is giving up on the dollar, and so on. But there's very little evidence of this. If anything, dollar dominance is going up against other weaker currencies. On today's episode, I explain what's REALLY happening and why this is good for your American investments. 0:00 The demise of the US dollar has been greatly exaggerated 1:39 Foreign investors are piling into US stocks2:16 Stablecoins are leading to more dollar dominance3:12 Why a strong dollar matters to your portfolio6:26 The US economy is acceleratingListen 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

Mike Zaccardi joins the show today to give us his most up-to-date outlook on the market. We're seeing a big sell-off today, could this be a correction as we brace for midterms? Mike has opinions on that, plus so much more topics!0:00 Introduction0:38 Assessing Kevin Warsh after his first Fed meeting3:50 What are current inflation expectations? 6:47 Why are Mag 7 stocks lagging?12:40 US vs. global investing during the AI race16:28 Precious metals are getting whacked18:47 Recession odds23:25 Outlook for rest of year (big picture takeaway)Listen 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

The Magnificent 7 stocks (Apple, Microsoft, Alphabet, Amazon, Meta, Nvidia, and Tesla) are struggling. In 2026, America's biggest companies are underperforming against the broader market. This is a shocking turn of events, but perhaps there is an explanation for it. On today's show, I tell you what I think, plus whether it's time to give up on investing in the Mag 7 or not. 0:00 Intro0:25 Are Mag 7 Stock cooked?5:53 This chart will infuriate young Americans8:06 The makers vs. takers economyListen 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

It's always fun to spar with Peter Schiff about Bitcoin and gold. This time, we did it in front of a TV audience on Fox Business. Peter and the hosts don't like Bitcoin's volatility, but that's the EXACT reason Bitcoiners are bullish on it. They also don't seem to understand why a decentralized asset that can't be confiscated is such a powerful thing in the world we're headed toward. This was a fun debate, and I think you'll enjoy it!Listen 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

Elon Musk is underpaid. Yes, the first man to reach one trillion-dollar status probably deserves more. That's because Musk has not only made himself richer, but thousands around his orbit — employees, investors, and more. He's also solving incredibly difficult problems at scale with brain chips, electric cars, robotics, rocket ships, and so much more. Those companies are positively influencing millions of people around the world. Value creators like Elon should be worth this much, and frankly, we need more trillionaires like Elon, not less. I know that's semi-controversial to say, but let me explain myself in this video. 0:00 SpaceX stock keep ripping1:04 Elon Musk is the world's first trillionaire 3:37 Does the world need trillionaires?6:59 Elon Musk is solving hard problems9:01 Why people are mad about Elon's wealth 12:18 Never bet against Elon MuskListen 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

SpaceX went public today in the biggest IPO in history. With it, Elon Musk became the world's first trillionaire, and ironically, SpaceX was his most moonshot business (literally). He keeps getting rich, but what about you and your investing? Is SpaceX a buy or fade? That's what I want to cover in today's video using the data. As you'll find out, there's arguments to be made both ways. 0:00 SpaceX goes public today0:16 Elon's vision for SpaceX2:08 Should you buy SpaceX? Arguments can be made both waysListen 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

0:00 Intro0:26 Inflation hits highest mark in 3 years1:51 Americans don't care about monthly inflation number6:31 Bitcoin vs. AI as an investment vehicle9:53 I was at the Knicks game last nightListen 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

Bitcoin's not doing good, no need to sugarcoat it. It's especially frustrating for investors because Bitcoin's weakness comes when stocks are as strong as ever. But... maybe that's exactly why Bitcoin is underperforming. On today's episode, I break down why Bitcoin is struggling and get a sense of whether we're close to bottoming yet or not.0:00 Intro0:24 Bitcoin is re-testing 2026 lows1:43 Why Bitcoin is struggling against stocks4:15 Bitcoin is a buy right now?5:39 Robotics could be a $40 trillion opportunity says Andrew KengListen 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

The best investors are always searching for alpha, but sometimes, it's as easy as listening to the top AI leaders who have their ear to the ground. With the beauty of AI, it's never been easier to go through their interviews and find investment themes they're ultra bullish on. In this video, I show you how to do just that, plus what two AI stocks Jensen Huang and Gavin Baker think will outperform from here on out. 0:00 Intro0:26 How to get alpha from top thought leaders and AI1:05 Gavin Baker is mega-bullish on Amazon Trainium chips3:30 Jensen Huang says this stock is next to go to a trillion-dollar valuation4:20 Anthropic is going public soon5:40 Will the "bubble" open once these companies go public? Listen 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

If you're sitting on some money right now, what's the best way to compound and grow it? I spoke with Jordi Visser about it and he revealed his best idea for investors, no matter your portfolio size. We talk about it on today's show!0:00 Intro0:25 Jordi Visser tells us how to compound capital right now2:34 The perfect storm of abundance (all five forces broken down) 9:26 Historically, bull markets last longer than this10:22 Is inflation worse than governments are telling us?Listen 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

There's a great dichotomy happening right now: the economy feels more punishing than ever for everyday Americans, but stocks are ripping to new all-time highs every week. Historically, when sentiment gets this bad while markets keep marching higher, the stock market has usually kept climbing up.Unfortunately, this gets back to the divide we talk about all the time: investors are winning, savers are losing. And it may stay that way for a long time, because policymakers can’t serve both sides at once. Helping one usually comes at the expense of the other — and right now, the system is still built to protect asset owners. I got a lot to say on this issue on today's episode!0:00 Consumer sentiment keeps cratering despite stocks at all time highs1:41 Inflation might be as high as 11% (yes, really!)3:56 The top 10% of consumers are responsible for 50% spending5:07 Low consumer sentiment is historically good for stocks 5:40 The great dichotomy of our time 7:10 What I think about this dichotomy Listen 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

The stock market has been on an absolute tear the past two months, which naturally gets people worried. Stocks can't keep going up and now is a good time to sell, they think. But... I have evidence that proves the move up is completely warranted because earnings are through the roof for top American companies. Seriously, some stocks are actually cheaper valuation-wise despite the higher prices. Let me explain in this episode!0:00 Intro0:36 Stocks are STILL cheap1:50 Don't listen to the permabears3:48 The biggest risk for stocks in the coming weeks5:15 Sadi Khan joins the show to discuss a new breakthrough in credit cardsListen 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

The market sells off a few days, some AI darlings (Intel, Sandisk) cool off, and once again, investors worry this is the market top. I went on CNBC recently and my message is: zoom out. The data is telling us we're early. Early to adoption, early to productivity gains, early to infrastructure build out. Here's why I continue to be optimistic we're early to this generational trade. 0:00 The top is NOT in1:20 AI is making companies and people make more money4:53 My current thoughts on cryptoListen 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

Inflation is heating up, and unless this Iran war ends, it could get worse. But despite this, stocks keep setting new all-time highs on an almost daily basis. What gives? On today’s episode, we break down this dichotomy that has investors winning, but everyday Americans losing. 0:00 Inflation is running red hot1:16 Iran is key to taming inflation4:03 Financial markets are shaking off inflation to set new highs5:39 Stock valuations are still cheap today compared to the Internet "bubble"6:51 Has inflation peaked?8:15 What does the Fed does in this situation?Listen 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

GameStop CEO Ryan Cohen made waves when he said he wanted to take over eBay and use "half cash, half stock" to do it. He joins the show today to fully explain his plan and why he wants to do it in the first place. Cohen gets memed online lately, but his e-commerce track record with Chewy makes this a really interesting idea. He lays out his case in this interview! 0:00 Intro0:41 Ryan Cohen joins the show2:53 Why GameStop wants eBay18:31 Ryan's thoughts on AI21:36 Will Ryan rally pay for it using "half cash, half stock"? Listen 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

Inflation rose 3.8 percent in April — the highest jump since May 2023, mostly due to higher gas prices. This inflation now threatens to eat up recent wage gains for Americans too. So what's going on, and how will this impact the bull market because not only are we seeing renewed inflation, but also a deflationary force. This is a unique dynamic and on today's show, we cover how it can impact the US economy and markets. 0:00 Inflation numbers came in red hot2:24 Inflation is eating wage gains4:43 Cathy Wood says money supply is rising and that's good for investors6:55 The American consumer is probably stronger than you think8:17 Deflation and inflation are both happening Listen 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

Markets keep ripping higher every single day, but that hasn’t stopped people from calling for recession, bubble, or some kind of imminent crash. The problem is that price alone doesn’t tell you whether it is or it isn't. The better question is whether the underlying demand can support it. Right now, AI demand, compute spending, infrastructure buildout, and productivity are all pointing in the same direction: this rally is far from over. This May, you probably should be buying, not selling and going away. 0:00 People are still worried about a recession and bubble0:58 Stocks are actually getting cheaper1:51 Jenson Huang says AI demand is up 1000%2:50 Jordi Visser explains the importance of compute demand6:19 22% of stocks are outperforming the index8:01 AI investment keeps growing and growing9:00 Sell in May and go away?Listen 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

Some of the biggest names in finance and tech — from Paul Tudor Jones to Larry Fink to Dario Amodei — are all converging on the same idea: this AI bull market may still be in the early innings. Adoption is picking up, productivity gains are abundant, and the world needs more chips, compute, and energy. Yes, stocks have gone vertical for a month straight, but there's reason to believe this run is sustainable. On today's video, we discuss why this AI trade has a lot more room to run.0:00 AI Is A No-Brainer Trade0:39 Three AI companies could IPO at trillion-dollar valuations 1:21 Paul Tudor Jones is buying AI stocks again3:03 AI bull market is still early innings5:14 Larry Fink says the United States is short chips, compute, and energy7:22 Darius Dale sees a major productivity boom9:04 Today's job report was strongListen 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

Most investors are taught to fear volatility. But in a high-inflation world, the bigger risk may be hiding in assets that feel safe while quietly losing purchasing power. Not all volatility is worth owning, but the assets with real attention, real flows, and real upside — AI, semiconductors, Bitcoin — are where the biggest returns are showing up. The market keeps rewarding what’s alive, while “safe” money keeps falling behind. I discuss this concept on today's episode!0:00 Are stocks overvalued?0:40 Jordi Visser says stocks are going higher4:26 Telling the New York Times about why Bitcoin's volatility is a good thingListen to From the Desk of Anthony Pompliano on:Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503YouTube: https://youtu.be/wctH8ov0VhoPomp 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

Investors should probably send Jerome Powell a Christmas card this year because he just primed financial markets for up and to the right. At today’s FOMC meeting, Powell cut rates by 25 bps (even though it should have been 50) and then shocked everyone by announcing the Fed will begin buying U.S. Treasuries again. That means fresh liquidity is officially back in the system, and if history is any guide, it sets the stage for assets to push much higher in the months ahead.0:00 Intro0:43 3 big takeaways from Jerome Powell’s FOMC speech today4:07 America’s GDP keeps ripping higher despite “vibecession”8:16 Investing at all-time highs is actually smart says the dataListen 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

Another day, another all-time high in the markets. April was a record recovery for stock indexes, and history says that run isn't over yet. On today's show, we get into the data of why new all-time highs could be a regular occurrence in the months ahead. 0:00 Intro0:38 S&P 500 finished 10% higher in April2:22 Why are stocks shrugging off uncertainty and other tailwinds4:54 Interview with Troy Cates about income ETFsListen 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

Jerome Powell hosted his final FOMC meeting yesterday as the Fed chairman. Kevin Warsh, pending a Senate confirmation, will replace him. Is this what will finally usher in interest rates cuts? Maybe, but maybe not. There's A LOT of dissenting opinion on whether to cut or not. In this video, I'll tell you what I think and why. 0:00 Jerome Powell chooses NOT to cut rates again1:15 Many Fed members DID want to cut2:25 Will the Fed cut rates in the coming months (when there's a new Fed chairman)? 4:21 Ray Dalio thinks interest cut rates would be a mistake6:20 The Federal Reserve continues to destroy the dollar6:46 What I think the Fed should doListen 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

Listen 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/Disclosure:Paid Endorsement. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Crypto trading provided by Zero Hash LLC, licensed by the NYSDFS. Options trading entails significant risk and is not appropriate for all investors. Review Options Disclosure Document at https://public.com/odd. Review Options Rebate Terms at https://public.com/disclosures/rebate-terms. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at https://public.com/disclosures/ga.#AnthonyPompliano #FromtheDesk #marketnews

Paul Tudor Jones is an all-time great investor so when he offers his market thoughts, I listen — even when it's counter to my thinking. Well, PTF is talking and he thinks the stock market is getting dangerously overstretched right now. He says the US economy and everyday people are getting too dependent on stock market gains to stay afloat, and that could present a dangerous set-up. Now I get where PTJ is coming from, but I also think he's missing something about today's market. I cover it all on today's show!0:00 Paul Tudor Jones thinks stocks are overvalued 2:36 Where I see things differently than PTJ3:38 Anthropic surpasses OpenAI in revenue4:50 PTJ says AI is making us work harder6:34 Bitcoin is the best inflation hedge asset says PTJ8:15 Best-performing assets since Iran warListen 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

I was wrong about AI... and so was the majority of others. We've long feared that AI would wipe out a huge number of workers, especially entry-level ones. I no longer believe that to be true, though. The data is saying this couldn't be more wrong. AI is leading to MASSIVE productivity gains, and we actually NEED more workers to keep up. This is a huge change of opinion, and in today's show, I tell you all about it and how to invest knowing this. 0:00 AI will NOT destroy jobs2:47 Recent layoffs have used AI as an excuse5:50 How to position your portfolio to benefit from the AI revolution8:35 What you need to understand mostListen 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

The stock market index has surged 15% in a month, and like always, people are worried about things feeling "toppy" or "overvalued." That type of thinking doesn't factor in that we're in the midst of a modern industrial revolution. Many investors still don't get it — this is a generational run we're in the middle of (not the end of). In today's video, I lay out the case why stocks have a lot of room left to run during this historic period. 0:00 Semiconductors are fueling the current market rally2:20 Are stocks overvalued? 3:40 Can Bitcoin catch up to other assets?4:46 This is a commodity bull market7:00 The modern industrial revolution is happening nowListen 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

The “experts” are still convinced the American economy is about to feel a surge in inflation. Last year, they said because of tariffs, this year, because of an oil shock. Kevin Warsh, who’s in line to be the next Federal Reserve Chair, laid out a very different view of the American economy. He believes a deflationary force is about to hit, which will make everything more affordable. Guess what? That’s exactly what we’ve been saying in this show for months. Let’s dig into Warsh’s predictions on today’s show! 0:00 The "experts" keep getting it wrong on inflation2:28 New Fed chair Kevin Warsh is more worried about deflation than inflation4:54 Deflation is actually the norm of a free market6:49 Will consumer prices fall soon?7:56 Stock market performance is mirroring Trump's first termListen 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

Despite record highs in stocks, recession fears are still everywhere on Wall Street and among rtail investors. But when you actually look at the data (and use AI to help analyze it), those fears just don’t add up. Phil Rosen joins the show to break down what prediction markets, credit spreads, and options activity are really signaling, and why the economy and markets are likely to keep moving higher from here.0:00 Intro0:58 Phil Rosen interviewListen 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

The stock market just staged one of the fastest V-shaped recoveries of all time, and history suggests that kind of move doesn’t just happen. Every similar rebound over the last decade has been followed by MASSIVE gains in the months that follow. Buckle up, because it might be time for a lockout rally! On today's show, I explain this rare market signal that just fired!0:00 Intro0:27 Stocks and Bitcoin are breaking out after Strait of Hormuz re-opens2:13 The economy is playing along too4:09 The history of V-shaped recoveries signal this market rally is just beginning6:12 Wall Street is falling in love with Bitcoin Listen 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

Surely, you've heard of AI agents, but did you know you can now use them to research and pick stocks? It's true, and my new product, ProCap Insights, gives you an army of AI agents so you can beat the market AND save time at the same time. Friend of the pod, Phil Rosen from Opening Bell Daily, is helping me lead this project. He joins the show today to discuss this first-of-its-kind product that I really think can change investing.0:00 Intro1:39 Interview with Phil Rosen18:34 Sauce for watching the whole wayListen 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

Stocks, gold, silver, bonds, and plenty more assets have sold off aggressively since the US begun attacks in Iran. Bitcoin? It has stayed strong. You pair that with data showing that Bitcoin OGs are re-accumulating coins, and it sure feels like Bitcoin has bottomed (or close to it). I cover it all on today's video!0:00 Bitcoin is winning right now0:20 Telling Squawk Box about Bitcoin's relative strength3:14 Binance Research sees Bitcoin's strength too3:58 Bitcoin OGs are accumulating coins and ETF buys are flowing4:35 The AI and Bitcoin investment barbellListen 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

0:00 Intro0:40 Tom Lee says stocks might be a buy right now2:30 Jordi Visser says the Fed has a difficult path forward4:08 Takeaways from Jamie Dimon's annual letter to investors5:09 Ignore the doom and gloom, actual data says the US economy won't break because of oil shocks6:25 Big narrative violation: the US PROFITS when global energy prices go upListen 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

Friend of the pod, Ryan Detrick from Carson Group, is back to share his up-to-date market thoughts. His big takeaway? The recent correction (about 9%) is actually pretty normal and if anything, a good buying opportunity. Ryan is here to explain why he's still overweight equities and believes the S&P will finish the year higher!0:00 Intro0:35 Corrections are normal (especially in midterm years)3:15 The bull case for software stocks6:48 Gold has underperformed during Iran conflict11:24 The Fed is in a tough spot12:42 Where is the economy trending toward?Listen 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

Listen 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

The S&P's technology software index has been cut by 32% since September due to AI fears. It seems like no one wants to touch enterprise software companies right now, but... could this actually mark the bottom? What if AI will actually HELP these companies more than hurt? I think that's a very real possibility and I lay out the data-backed case in today's video!0:00 Why the software sector has been decimated since September3:09 Several software stocks are bucking the trend and outperforming (here's why)4:56 Where Bears have it wrong7:27 What NEEDS to happen for the narrative to switch back to bullishListen 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

Listen 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

Ben Cera is the founder and only human working at Polsia, which is on track for $6 million in annual revenue. Everyone else at the company? AI agents. Yes, you've heard it's possible to build a million, if not billion, dollar company with only AI and Ben is living proof of it. He's here to tell us the secrets to leveraging AI in your work, including some contrarian thoughts on "vibe coding" and OpenClaw. Listen 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

In times of conflict and volatility, bonds, gold, and Bitcoin are supposed to be safe haven assts. Or so, they say. With tensions still high in Iran, only Bitcoin is acting accordingly. It's up more than 30 percent against gold since the war began, and even US treasuries aren't performing well. Why? Well, that's what we cover in this video. 0:00 Gold, Bitcoin, and bonds will be the leading indicators for markets and economy3:35 Why sanctions are being lifted on Iran5:01 What's going on with the sell-off in gold?5:45 Bitcoin is up 34 percent against gold since the first bomb hit Iran6:14 What assets I think outperform as long as the conflict lasts7:27 Trump's plans in Iran as explained by Maria BartiromoListen 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

Few people know the world of AI better than Peter Diamandis. So of course, I had to bring him onto the show to discuss the latest innovations AI is unleashing — a "supersonic tsunami" he's calling it. This is 45 minutes packed with everything you need to know, from his ideas on ⁠⁠Universal High Income (not UBI) and what assets benefit most in this new world. Listen 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

Markets and investors are already on the edge with war in Iran, how about one more source of panic? Private credit. I'm sure you've heard about this, but my guest on today's video explains it better than most people I know. Liz Hoffman is the Semafor Business & Finance Editor and Host of Compound Interest. She is here to explain the brewing crisis, plus other things like Silicon Valley take over of the government and AI fears.Liz Hoffman's new podcast Compound Interest: https://www.semafor.com/hub/compound-interest-showListen 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

When you look past the current market panic, we have multiple big-time catalysts lining up — all in the AI trade. Meta is slashing costs, NVIDIA says it'll do $1 trillion in revenue for its newest chip by the end of 2027, and even Tesla is cooking up new AI production facilities. Here's why the AI trade might be ready for another rally soon!Listen 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

The only asset besides oil going up right now is Bitcoin. The coin is up 10 percent since the first attacks on Iran — all while gold and stocks have largely sold off. Is it Bitcoin's time? It might just be in this period of high uncertainty. We discuss it in today's video!0:00 Headline uncertainty weighs on markets1:23 Oil and Bitcoin are outperforming2:18 Scott Bessent explains US strategy in Iran and Strait of Hormuz 5:16 Is Bitcoin the trade to make right now?Listen 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

After doing a lot of research, I’ve become convinced that autonomous systems and drones are going to reshape how countries, especially the United States, defend themselves. From land to sea to air, these technologies will fundamentally change how militaries monitor threats and respond to them.One of the companies operating in this fast-rising space is Ondas. I really like what they’re building, so full disclosure, I became a shareholder this week. On today’s episode, I sit down with Ondas CEO Eric Brock to talk about the massive drone market, why he believes we are still in the early innings of adoption, and how his company is building a scalable operating platform by acquiring and integrating new technologies. We also discuss counter-drone defense, the partnership with Palantir, and why autonomy could become one of the most important defense trends of the next decade.Listen 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

AI job loss, tightening credit, volatile oil prices, World War III — these are all threats that investors are weighing right now. And they should, as each concern has some weight to it. But at the same time, I think the bull case is being vastly overlooked. On today's episode, I'll not only analyze the current market fears, but then offer you my bull case for the rest of this year.0:00 Intro0:36 Analyzing the biggest threats to markets, the economy5:34 My predictions for what happens from here7:37 Remember one important thingListen 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

Oil prices are surging in light of events in Iran and the Strait of Hormuz. Of course, the doomers are out in full force saying inflation is about to spike like 2022, and with it, the US (and global) economy will collapse. What's true? What's not? That's what today's episode is solely about. I'll tell you the TRUTH about what's going on0:00 Intro0:30 Oil prices are exploding higher2:26 Will higher oil prices bring back sky-high inflation?4:56 I told CNBC about it this morning7:22 The US is less energy dependent than in previous oil shocks10:48 The number one thing to rememberListen 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

The February jobs report was ugly. The U.S. economy lost 92,000 jobs and the unemployment rate ticked up to 4.4%, one of the higher readings in the past few years. Even healthcare — usually one of the most reliable sources of job growth — shed 28,000 positions. It's even more evidence that Jerome Powell and the Fed are BEHIND on interest rate cuts. What are they doing? On today's how, I'll tell you what the right move is. 0:00 Intro0:38 Latest job report was dismal3:00 The Fed is (still) behind the curve4:19 Donroe Doctrine explained9:00 Bitcoin held up well during the Iran conflict10:32 Insane chart from Anthropic about AI in the workforce Listen 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

Ray Dalio is an all-time great investor. He's been more right than wrong... but he's completely off on his negative view on Bitcoin. He doubts the digital gold narrative and that central banks will ever buy up BTC. I don't agree with him. On today's episode, I'll counter Dalio's Bitcoin perspective with up-to-date data (Dalio is using info from years ago). Let's get into it!0:00 Intro0:36 Ray Dalio's is bearish on Bitcoin, here's why2:33 Dalio's view on Bitcoin is simply outdated 5:40 Alex Karp says the US government COULD nationalize some AI companies9:29 We might've just found the next GOAT investorListen 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

It's been a turbulent month in the market. AI fears have picked up substantially and now we have a new geopolitical conflict throw in there. We're saying that fear today as all assets are selling off right now. Time to sell? CEO of JPMorgan Jamie Dimon doesn't think so. The goat of Wall Street had some interesting thoughts on the economy, which we get into on today's show live from my hotel room!0:00 Intro0:32 Jamie Dimon is staying bullish on the US economy despite geopolitical fears2:34 The biggest economic worry that Dimon currently has4:10 Opendoor now offering mortgage rates under 5%6:13 China is the US main target, not Iran or VenezuelaListen 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

Alright, you already now US is now waging a war against Iran, but do you know how your investment portfolio will be affected? That's what I want to focus on in today's episode. Which assets go up during this conflict? Which ones go down? I talk about it all today!0:00 Intro0:33 US begins war against Iran2:29 Why is US attacking Iran anyway?4:21 How your portfolio will be affected by Middle East conflictListen 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 if I told you the aggressive sell-off in software stocks and Bitcoin is correlated? Over the past few months, it 100% is. We're seeing 40-50 percent sell-offs in both. We know growing AI capabilities are re-rating software, but why is Bitcoin getting dragged down with it? There's a surprising link, and most investors haven't caught on yet. That's what I'm revealing on today's show!0:00 Intro0:32 Software stock sell-off explained3:25 Why is Bitcoin suddenly correlated with software?7:59 Interview with Nick Shirley about uncovering government fraudListen 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