From the Desk of Anthony Pompliano

Memes move markets, and as of late, no meme has led to more outsized returns than "BTFD." That's right, retail traders that've just bought the dip have outperformed many Wall Street institutions and their fancy models. In this video, we explain why this simple investing strategy has and will continue to be so successful.  0:00 Intro 0:39 Why "buying the dip" is actually...

Narrative violation: inflation fell again. That's right, the latest CPI report came in surprisingly low, across several different line items — goods, energy, rents, and so on. Of course, you wouldn't believe this if you've listened to politicians and the media for the last year. That's why in this episode I explain why investors, more than ever, need to be in sync with the actual d...

Seasonality is starting to line up, sentiment is improving, and the macro backdrop is quietly turning more supportive. Throw in improving liquidity conditions and we have all the makings of the classic "Santa rally" to end 2026 in a big way! I lay out the bull case for a strong market close to the year in this episode! 0:00 Intro 0:39 Is market sentiment finally flipping positive? 3:24 I...

Donald Trump recently floated the idea of explosive GDP growth, and most people laughed it off as impossible. But... is it actually? When you step back and really think about it, 20 to 25% GDP growth isn't as crazy as it sounds. In today's episode, we make the (realistic) bull argument for outsized GDP growth. 0:00 Intro 0:45 Can America's GDP really grow 20-25% a year? It's possib...

Jerome Powell didn’t just cut rates — he restarted QE at the TOP of the market. With stocks, home prices, and gold all hovering at all-time highs, the Fed is now adding $40 billion in liquidity every month through Treasury purchases. That’s jet fuel for a market that was already on fire. In this episode, I walk through the Fed's surprising move and how your portfolios will be affected! 0:00 In...

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 g...

America has spent years obsessing over inflation, but the ground is shifting under our feet — and almost no one sees it. We’re entering a deflationary boom, the kind driven not by recession but by explosive innovation. People like Elon Musk are telling us that AI, robotics, and cheaper energy will push costs down even as growth accelerates. In today’s episode, I get into this surprising dynamic th...

The Federal Reserve, at last, ended quantitative tightening (QT) at the start of December. The question now is, when will they start quantitative easing (QE) again? In today’s episode, we discuss the policy shift and why all signs point towards an up market returning sooner rather than later!  Listen to From the Desk of Anthony Pompliano on: Apple Podcasts: https://podcasts.apple.com/us/podcast/fr...

NVIDIA CEO Jensen Huang went on the Joe Rogan podcast yesterday and dropped some massive insights about the ongoing AI race against China. He talked about how AI will create entirely new industries, reshape global competition, and force us to rethink how we actually power all this new technology. In today’s episode, I pull out Jensen’s most important quotes on Rogan and break down what his vision...

Speculation has been swirling all year about who Donald Trump might choose as the next Federal Reserve chair when Jerome Powell’s term ends in early 2026. And this week, he may have dropped his biggest hint yet — Kevin Hassett. If so, investors should start getting excited. In today's episode, we breakdown Hassett's policies, which look favorable to most investors. 0:00 Intro 0:40 Is Kevin...

The founder of Dell computers, Michael Dell, just made one of the largest philanthropic donations in American history. His $6.25 billion gift will funnel into Invest America, a new national program that will put real money into investment accounts for kids the moment they’re born. This. Is. MASSIVE! Not just for millions of children, but for the future of capitalism in America. We break it all dow...

The headline numbers coming off Black Friday were huge: record online sales, record transactions, and a ton of spending from higher-income households. But underneath that strength is a very different story. Millions of Americans are still struggling with credit card debt, rising delinquencies, and the brutal reality of higher prices. In this episode, we unpack the two Americas that Black Friday ex...

The housing market is finally showing signs of easing — lower mortgage rates, better affordability (on paper), and more inventory in some regions. But... for most buyers, it doesn’t matter. Prices still aren’t coming down in a meaningful way, and rate cuts are too little, too late. Lance Lambert of ResiClub joins the show today to tell us the state of housing right now. He has surprising data that...

The past few weeks have been rough if you’re exposed to AI or crypto assets. But after this aggressive sell-off, the data is finally starting to point the other way. Several indicators now suggest we may have bottomed last week — setting the stage for a potential comeback rally through the rest of 2025 and into 2026. In this episode, we break down exactly what the data is saying! 0:00 Intro 0:42 D...

There's a civil war inside the Federal Reserve with a December rate-cut decision looming. Some members want to cut aggressively, others think there’s still too much inflation, and Jerome Powell is stuck trying to hold the whole thing together. In this episode, we get into why the Fed is so divided and whether "independence" is even possible.  0:00 Intro 0:43 The Federal Reserve is divided over rat...

Markets are selling off hard with no clear catalyst — and it has everyone asking the same question: is it all over? In this episode, I break down what's really going on. We dig into what the data and history says when we have this level of a sell-off. The answer might surprise you.  0:00 Intro 0:43 Financial markets are bloody red 5:50 AI and robotics will solve poverty says Elon Musk 9:24 Bitcoin...

AI bubble fears are rising as the market keeps selling off — but Phil Rosen isn’t buying it. He joins the show with a mountain of data showing why the “bubble” narrative doesn’t match reality. Berkshire Hathaway is buying Google. NVIDIA just delivered another blowout quarter. And the broader earnings picture is far stronger than people think. In this episode, we break down why the bubble talk cont...

Investors have been whipsawing between “it’s so over” and “we’re so back” for weeks — and most of it traces straight back to Jerome Powell and The Fed. Once they started wobbling on a December cut, everything became a coin-flip. That uncertainty has left markets with no clear direction. And the worst part? The Fed itself doesn’t seem to know what it wants to do. To break down how we got here, I br...

Bitcoin dropped below $90,000 last night, marking a 30% correction in only six weeks (the fastest of this cycle). This drop-off has Bitcoin threatening to finish 2025 in the negative. So what went wrong? That’s exactly what I break down in this episode. On today’s show, we’ll look at the key charts, funding data, long-term liquidity trends, and what history tells us usually happens after a BTC cor...

Your portfolio has probably felt the recent market sell-off. Bitcoin, AI stocks, S&P500 are all taking a clobbering. The only thing going up? Investors panic about the "bubble" bursting. But as we always do on this show, we lean on the data to tell us what's REALLY going on. Right now, it's telling us this panic and sell-off is overblown. I get into all of it on today's s...

We've seen markets crater this week. Bitcoin, Mag 7, small caps, even gold has been selling off heavy throughout the week. Is this just a normal correction or is it over? It's a simple question, but it deserves a nuanced answer. That's what we cover on today's show, plus my words of advice if your portfolio is struggling right now. 0:00 Intro 0:44 Markets are freefalling  3:29 Reme...

Home affordability isn’t just a housing issue anymore — it’s becoming THE defining problem in America. Today's episode is a deep dive into the generational issue. How did wee get here? What are the second- and third-order effects? And most importantly, how did we solve this crisis? I got answers on today's show! 0:00 Intro 0:45 Home affordability is the issue of the decade 5:37 My solution...

Friend of the show, Ryan Detrick, joins us today. His main message to the bears: you'll have to keep waiting for a market crash that isn't coming. That's right, Ryan thinks this bull market — the most hated in history — is still early, and that's partially because sentiment is so bad despite asset prices hovering near all-time highs. Ryan explains this weird dichotomy, the data he&...

The harsh truth about this economy is if you don’t own assets, you’re falling behind. Really behind actually. Adam Kobeissi joins the show to explain how we’ve entered into this K-shaped world: stocks, real estate, and Bitcoin keep climbing while everyday Americans (without assets) are getting squeezed. He breaks down why the Fed’s rate cuts, Trump’s proposed stimulus, and constant government spen...

Anytime markets get too red these days, Trump is there to soothe markets and calm investors. From declaring it a “great time to buy” during the post-Liberation Day lows to floating a new plan to hand $2,000 to every American, he’s created what’s effectively become the Trump Put — a brand-new backstop for risk assets. In this episode, we unpack Trump's power to switch sentiment and reignite ral...