From the Desk of Anthony Pompliano

Phil Rosen from Opening Bell joins the show with some incredible data on the markets and the economy at large. One thing that stood out — Google searches for “market bubble” are at an all-time high. But according to Phil, that’s just fear talking. The real data doesn’t back it up. In this episode, we dig into the numbers that actually matter and why, in Phil’s view, this bull market still has plen...

Dan Ives joins today's show with a clear message: this is no time to get bearish. Despite all the noise about overvaluation and slowing growth, he says the data tells a different story. Corporate earnings are strong, tech spending is ramping up, and liquidity is still flowing through the system. In this interview, Dan lays out his full views on the market today and where it's going next. L...

The stock and crypto markets have been selling off this week, but Tom Lee isn't panicking yet. He was on CNBC and remained bulled up. Tom says once the government shutdown ends, we could se both stocks and Bitcoin march past all time highs. Wee'll break down Tom's thoughts and more on today's show! 0:00 Intro 0:35 Tom Lee says S&P500 to 7,000 and Bitcoin to 2000K 2:58 ChatGPT h...

Investors keep worrying the AI boom is a bubble, but the data says otherwise. The real issue isn’t overvaluation, it’s infrastructure. More than anything else, we need more electricity to scale AI, and yes, keep the boom going. In this episode, we dive into why AI’s growth is real, but in desperate need of more power.0:00 Intro0:40 Scott Bessent soothes the markets1:52 The US wants to de-risk, not...

JPMorgan Chase CEO Jamie Dimon has long hated Bitcoin. But now... he’s singing a different tune. Dimon is now saying cryptocurrencies are here to stay and will be a part of the bank he oversees. His comments are just the latest sign that big banks and Wall Street are coming around on digital assets. In this episode, I break down the growing adoption of crypto! 0:00 Intro 0:41 JP Morgan's Jamie...

The setup doesn’t get much cleaner than this. The Fed just gave us another rate cut, and the US and China finally announced progress on a trade deal. Those two moves clear the runway for assets to push even higher. In this episode, I break down why this could mark the official start of the next big leg up. 0:00 Intro 0:44 The market is now cleared for takeoff 8:04 OpenAI wants to go public? 11:35...

Jerome Powell and The Fed cut rates by 0.25 percent today, but... said a December cut is NOT a foregone conclusion. However, this is a classic Powell headfake. The labor market needs more cuts, and it needs them now. Here's why I see today's events leading to a higher market in the coming weeks and months. 0:00 Intro 0:45 The Fed gives a tell where the market is going next 3:17 Another gia...

Crypto adoption isn’t going to happen the way most people think. It won’t be about everyone holding Bitcoin or using DeFi apps — it’s going to quietly slip into the background. Banks, fintechs, and even governments are already starting to build on crypto rails without even calling it “crypto.” It's happening right now and in this episode, I give you a peak into the future of finance. 0:00 Intr...

Markets are starting to believe a US-China trade deal is coming — and fast. After weeks of tariff threats and tension, the odds of a deal have jumped sharply, and investors are bracing for what comes after. On today's episode, I get into what both prediction and financial markets are starting to price in before Donald Trump and Xi Jinping meet at the end of the month.  0:00 Intro 0:43 Tom Lee...

The legendary Tom Lee joins the show today. He lays out his views on the market today, and why we're early. Yes, early! While everyone else is screaming “bubble,” Tom argues the opposite. He says stocks are still cheap, earnings are strong, and this “most hated rally” is only just beginning. Listen to From the Desk of Anthony Pompliano on: Apple Podcasts: https://podcasts.apple.com/us/podcast/...

Gold, silver, stocks, and Bitcoin aren’t supposed to move together — but right now, they are. Risk assets are ripping higher, safe havens are breaking records, and it’s flipping every rule investors thought they understood. In this episode, I break down what’s behind this rare market phenomenon, and how the “everything rally” could reshape how we view markets. 0:00 Intro 0:44 Why risk AND safe hav...

Gold is on a generational run right now, but... its moment could soon be coming to a temporary end. The same forces that's led to gold's outperformance — inflation, debt, and debasement — will now help Bitcoin catch up. I call it the "great rotation." In this episode, I break down what's about to happen going into year-end! 0:00 Intro 0:42 The great rotation from gold to Bitc...

Bitcoin's price has been in a freefall for over a week now, and is currently nearing $100,000. What's going on? And is this the end of the cycle? I was recently on Fox Business' The Claman Countdown and they were grilling me all about BTC's struggles. Here's what I think of Bitcoin's underperformance and what's being missed by most investors. 0:00 Intro0:41 Gold is outp...

Phil Rosen from Opening Bell joins the show to talk about the melt up we're seeing across asset prices. In particular, we're seeing gold and stocks rip higher together, which is not the norm. One is the supposed fear trade, the other the optimism trade. Is the dual outperformance telling us something bigger about the economy? Phil is here to discuss that, plus Bitcoin and everything else i...

The game has changed — the little guy isn’t chasing institutions anymore. In today’s market, retail investors are driving momentum, setting the tone, and forcing Wall Street to adapt. I joined Patrick Bet-David on his podcast to tell him all about the rise of retail. Here's what's changing! 0:00 Intro 0:44 Bottom earners are investing in stocks more and more 3:59 Wise words from Stephen A....

I get it, top blasting near all-time highs doesn't feel like the smartest move. But... the data couldn’t be clearer: right now might be one of the best times in years to buy stocks. In this episode, I break down why history actually favors buyers at moments like this, the catalysts lining up for the next leg higher, and the vibe shift happening across America that’s fueling the rally. 0:00 Int...

Markets sold off hard after Trump announced 100% tariffs on China comments — a total deja vu from Liberation Day. Once again, the announcement sparked panic, flushed out weak hands, and reset positioning across the board. But just like before, that chaos may have built the foundation for the next leg higher. In this episode, I explain why the correction only strengthened this current bull run! 0:0...

Every empire thinks its money will last forever — until it doesn’t. For decades, the dollar has been the world’s measuring stick, the foundation of global trust. But now, that foundation is cracking. Nations are dumping U.S. debt, central banks are flooding markets with liquidity, and the value of money itself is eroding. In this episode, I give you an in-depth breakdown of fiat's collapse and...

Everyone’s worried about the job market slowing — but that might be EXACTLY what sends stocks higher. As unemployment ticks up, the Fed faces more pressure to cut rates fast, flooding the system with liquidity again. That’s rocket fuel for risk assets. Job losses used to send the economy straight into a recession, but in this new paradigm. I break down this strange new reality on today's episo...

All the biggest names in finance — Paul Tudor Jones, Jamie Dimon, and Ray Dalio — are ultra bullish on markets. They’re calling this moment the start of another major run. But when every Wall Street legend starts saying the same thing, that’s exactly when you should be cautious. In this episode, I break down what these Wall Street legends are saying and how to stay smart when everyone else is part...

Institutional money is moving far, far away from the dollar. As trust in governments and central banks continues to erode, big-money investors are quietly rotating into Bitcoin as a hedge against debasement and political risk. This is great rotation of our generation. In this episode, I break down big money is FINALLY waking up to Bitcoin’s potential and how you too can position yourself before it...

Global debasement is accelerating. Central banks are cutting rates, governments keep spending, and every major currency is losing value in real time. That’s the perfect setup for Bitcoin through the rest of the year (and beyond). In this episode, I explain why the world’s race to devalue money is fueling Bitcoin’s next big move, and why traditional assets can’t keep up in this kind of environment....

Every time stocks hit new highs, the bears scream “bubble.” But one of the best traders on Wall Street, Warren Pies, says that’s the wrong way to look at today’s market. With the Fed fueling a new era of currency debasement, equities have become a go-to inflation hedge alongside gold, Bitcoin, and real estate. In this interview, Warren explains why the market is NOT in bubble territory and how why...

Everyone warned that a government shutdown would wreck the markets — but the opposite happened. Stocks bottomed right as the shutdown began and have been ripping higher ever since. Bitcoin followed the same playbook, shrugging off Washington drama and proving again that liquidity and momentum matter more than political theater. In this episode, I break down why markets didn’t care, what’s really d...

So many investors keep calling for a market top, but the data says the complete opposite. Corporate earnings are exploding higher, GDP growth remains strong, and the Fed is shifting from hiking to cutting — all massive tailwinds for risk assets. In this episode, I break down why these three reasons will send stocks higher for longer than the bears can possibly fathom.  0:00 Intro 0:42 3 reasons wh...