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 Forei...

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. glo...

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...

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...

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 influen...

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 bo...

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/1THAGnR1Xt1WDUn...

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-test...

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...

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, b...

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, save...

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...

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...

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...

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 Coh...

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 impa...

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...

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...

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 “saf...

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 wi...

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 m...

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...

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...

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 o...

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? Th...