From the Desk of Anthony Pompliano

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 high...

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 Intro 0:27 Stocks an...

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...

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 now 0:20 Telling Squawk Box about Bitcoin's r...

0:00 Intro 0:40 Tom Lee says stocks might be a buy right now 2:30 Jordi Visser says the Fed has a difficult path forward 4:08 Takeaways from Jamie Dimon's annual letter to investors 5:09 Ignore the doom and gloom, actual data says the US economy won't break because of oil shocks 6:25 Big narrative violation: the US PROFITS when global energy prices go up Listen to From the Desk of Anthony...

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 Intro 0:35 Corrections are normal (especially in midterm...

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 variou...

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 softwar...

Listen to From the Desk of Anthony Pompliano on: Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503 Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D Pomp 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 var...

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 "vi...

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 le...

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 Pom...

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 ov...

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 P...

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 markets 1:23 Oil and Bitcoin are outperforming 2:18 Scott Bessent explains US stra...

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, s...

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 Int...

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 explodin...

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&#3...

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 int...

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...

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 Intro 0:33 US begins war against Iran 2:29 Why is US attacking Iran anyway? 4:21 How your portfolio will be affected by Mi...

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 toda...

Donald Trump said "we're winning too much" during his State of the Union speech and yes, it's easy to write that off as usual Trump-speak. But... the economic data actually supports what he's saying. On today's show, I'll cut through the noise and tell you the data figures that actually matter right now.  0:00 Intro 0:36 Trump's State of the Union was something el...

Financial markets in a panic lately. AI doom articles are spreading like wildfire, we have tariff uncertainty again, and global liquidity appears to be peaking. Is this the perfect set-up for a stock market crash? We talk about it on today's show! 0:00 Intro 0:35 Multiple headwinds are hurting stocks, Bitcoin, assets 2:09 Jordi Visser thinks markets are deleveraging  4:06 Supreme Court strikes...