From the Desk of Anthony Pompliano

Since the pandemic, inflation data from the government has shaped policy, markets, and public perception. But what if it’s been consistently off? I have data that shows that's exactly what happened. In this episode, I give you the shocking truth about inflation in America, and what you should actually trust instead. 0:00 Intro 0:35 Don't trust the government's data on inflation 2:18 Pr...

We're seeing pessimism pick up among investors, we're seeing certain stocks sell off (software, for example) hard, yet stock market indexes are near all-time highs. Most don't know what's next: a leg higher or down. Well, I got the data that proves up from here is much more likely. On today's show, I give you the bull case for a move higher in thee markets! 0:00 Intro 0:40 Stoc...

The “experts” have been doom and gloom about the US economy for years now, but the data keeps proving them wrong. The latest example is a way-better-than-expected jobs report. The economy is pointing in one direction, and that's up. We talk about it on today's show! 0:00 Intro 0:35 Are economic "experts" ever right? 5:18 Early income tax refunds are 10% higher 6:24 Logan Paul sel...

Deflation, not inflation, is the biggest risk to the US economy. AI and automation are driving costs down faster than policymakers can adjust, and that shift changes how growth, profits, and markets behave. But don't just take my word for it, listen to some of the best investors in the world. I recently asked many of them to weigh in on how deflation plays out from here. 0:00 Intro 0:33 Jordi Viss...

0:00 Intro0:34 Inflation numbers came in cool (again) 3:11 Cathy Wood warns about deflation5:16 Anthropic is now worth $380 billion6:50 More reasons why Bitcoin is underperformingListen 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...

We just got a new jobs report, and guess what? It was actually positive — not bad like the Fed has long been forecasting. This should be frustrating to investors who once again are getting mixed signals. Yes, it's tough to trust the data these days, but regardless, all signs point toward an accelerating economy driven by AI. Job creation in the future will come from the private sector, not pub...

The job market has been shaky for a year now, and the acceleration of AI isn't helping. But unlike previous times, stocks have stayed strong. Why? Because the biggest companies are increasing revenue, while reducing their headcount. This unique situation has forced the Fed's hands: they MUST cut. When they do (likely when Kevin Warsh takes over), asset prices should go soaring. We talk abo...

For the first time under Trump, the Fed and the Treasury are moving in the same direction. Incoming Fed Chair Kevin Warsh looks set to follow the playbook already laid out by Scott Bessent: low interest rates and an economy run red hot. The question now isn’t if this regime is coming, but whether your portfolio is prepared for it? In today’s episode, I break down what this shift means  and what yo...

Bitcoin has been in a free-fall the past few months. At one point yesterday, it had fallen 50% from all-time highs. Everyone is asking me, is the Bitcoin experiment over? Why is it crashing so hard? Let's talk about it all on today's show. Listen to From the Desk of Anthony Pompliano on: Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503 S...

If you've watched this show, you know I'm bullish on the US economy. I think GDP growth could be in the double digits like the Trump administration wants. But... here's something to consider: the stock market might not rise alongside the economy. Wait, what? That's right, on today's show, we go over a possibility that few investors are considering. 0:00 Intro 0:34 GDP up, stock...

All we hear about is how bad the economy is. How expensive everything is. That's the wide-held narrative right now. But the data is telling us the opposite. Data is saying the economy is re-heating, price are slowly, but surely, coming down, and tariffs are working. On today's show, I go over the latest data pointing toward an economy that's heating back up.  0:00 Intro 0:38 Narrative...

Donald Trump announced Kevin Warsh as the next Fed chair once Jerome Powell's term is over. Metals and Bitcoin sold off on the news, which got a lot of people online thinking Warsh's policies are "hawkish." Are they though? That's what we get into today's show — a look at Warsh's views and early predictions for how he'll fare in the role.  0:00 Intro 0:36 Kevin Wa...

If it feels like gold and other precious metals are setting new all-time highs every single day, it's because they mostly are. They are on a generational run, so of course, I had to bring Peter Schiff on the show to do a victory lap. Peter is here to explain this generational move, why there's no top in sight, what else he's bullish on (spoiler: mining stocks), and yes, the underperfor...

It's Fed Day! Jerome Powell decided to hold interest rates instead of cutting. We explain why this was a terrible decision.  Also on the show, the government is weakening the dollar on purpose to match the administrations economic goals, and why consumer sentiment data may be faulty. 0:00 Intro 0:38 Jerome Powell and the Fed are asleep at the wheel 3:46 The US government is weakening the dolla...

The current monetary system is a ticking time bomb — that's how Ray Dalio sees it. If you watch this show, you know we continuously talk about central banks devaluing their currency. In America. In Europe. In Japan. In China. Everywhere, all because countries need to service their growing debts. But Dalio thinks we're finally reaching a breaking point. We discuss it all on today's show...

“Don’t fight the Fed” is advice investors have been drilled with for decades. But we’re seeing the framework break down in real time — and many still haven’t caught on. This one’s an important episode that I think will serve you well in this new financial environment. 0:00 Intro0:38 "Don't fight the Fed"4:06 The market is forcing the Fed's hand5:20 Metals keep ripping to new all-...

Buying a home didn’t become impossible overnight — it broke slowly, through layers of friction, opacity, and a system that never evolved. Opendoor CEO Kaz Nejatian joins us on the show today to get real about what's wrong with housing in America (it's not just rates!) and how Opendoor is trying to modernize housing so transactions work more like today’s economy instead of one stuck decades...

Global elites are gathering once again at the World Economic Forum, and the message coming out of Davos is strikingly consistent. The old system is starting to fracture. Globalization is no longer delivering stability, central bank dominance is being questioned, and trust in institutions continues to erode. What's to make out of this soundbites? We get into it on today's show! 0:00 Intro 0:40 My t...

Scott Bessent is calling for almost double-digit GDP growth this year. Maybe he'll end up being right, maybe he won't, but what matters more is they're telling you the economic plan: run the economy hot. As an investor, you should not fade that. On today's show, I tell you why and also what to own in this type of economy.  0:00 Intro 0:37 Scott Bessent lays out the current economic...

Friend of the show, Ryan Detrick, is back to tell us how he's seeing financial markets in 2026. His big outlook: the market has more room to run. Ryan lays out why he's bullish on the global markets 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...

Inflation this, inflation that. It's all we hear Jerome Powell and the media worry about. But here's the thing: a deflationary wave (prices coming down) is much more likely to occur than the opposite. We have multiple deflationary forces at play right now, including AI and robotics. This has the potential to catch a lot of people offside. Let's talk about what most investors and even t...

Metals are in mania mode. Gold, silver, copper, nickel, and others are ripping higher and higher. But here's the thing: these metals have been around ages. So why are investors suddenly in love with them? Well, it's not just because a lost of trust in fiat currency. These metals also have a lot of industrial utility to them, including the AI buildout. We cover it all on today's show be...

The Department of Justice is investigating Jerome Powell on whether he mislead Congress on the costs for renovating the Federal Reserve building, which will run taxpayers a whopping $3 billion. No charges have been filed, but it's another chapter in the escalating Trump-Powell rivalry. On today's episode, I'll get into the specifics of the accusations and tell you who loses most when T...

Venezuela. Cuba. Iran. Greenland. Why is the Trump administration suddenly interested in these countries? On today's show, we piece together the recent geopolitical moves and why the United States is waking up. 0:00 Intro0:39 Why the US is interested in Venezuela, Greenland, and other countries3:39 Did Venezuela's government HODL Bitcoin? 7:15 Proof capitalism is better than socialism List...

A government overthrow in record time in Venezuela. Bitcoin pumping. More humanoid robot developments. The new year is already off to a crazy, crazy start. Join me on the first episode of 2026 as we recap the biggest stories of the past few days! Listen to From the Desk of Anthony Pompliano on: Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503 Sp...