From the Desk of Anthony Pompliano

Gold isn’t just ripping right now — it’s ushring in a new era. Central banks are buying at record levels, investors are searching for safety as currencies debase, and global liquidity is setting the stage for gold to go higher from here. In this episode, I explain why the bull run in gold may only just be getting started. 0:00 Intro 0:45 Gold is on an absolute heater 4:46 Is the Bitcoin 4-year cyc...

Q4 is historically the best stretch for markets, and this year, the setup looks absolutely explosive. There's a confluence of factors that are priming stocks, Bitcoin, and gold to send from here. I break it all down in this episode, and spoiler alert for investors, brace for fireworks the next three months! 0:00 Intro 0:43 Comparing this bull market to others 2:22 Q4 should take markets higher...

Chris Camillo turned $20,000 into more than $60 million by spotting cultural shifts before Wall Street. Now he says humanoid robots could be the single biggest investment opportunity of our lifetime. In this interview — recorded live at the Independent Investor Summit — Chris explains why “infinite labor machines” will transform the global economy, which companies are leading the charge, and how i...

The biggest question in financial markets right now is simple: should you be bullish or bearish? Stocks keep hitting record highs, liquidity is flooding the system, and the Fed is beginning to ease. At the same time, Bitcoin is selling off and stocks look exhausted. So where to go from here: higher or lower? In this episode, I look into the case for both sides, before digging into the data to REAL...

For years, the Fed pointed to tariffs as a major driver of inflation. But Powell just admitted that wasn’t true. Tariffs didn’t cause prices to spike — money printing and unchecked government spending did. In this episode, I break down how the Fed misled the public on inflation (again!), why blaming tariffs was a convenient cover story, and what Powell’s admission means for financial markets going...

Stocks keep hitting record highs — and now even Wall Street’s harshest critics are admitting they were wrong. Famed hedge fund manager Mark Spitznagel built his fortune betting on crashes. But now, even he has turned bullish on stocks. One of Wall Street’s most famous bears is waving the white flag, joining a list of bears who have flipped as markets hit record highs. In this video, we discuss the...

Stocks are hitting fresh records every single day, and the reasons are crystal clear: the Fed is easing and the tech boom is in full swing. Years of easy money and dollar debasement are pouring liquidity into markets, while AI and big tech are delivering massive productivity gains and earnings growth. In this episode, I break down why these two forces are working together to push stocks to new hig...

The bears said a recession was imminent, but stocks just ripped to fresh all-time highs. The S&P 500, Nasdaq, and Dow are all breaking records — and history says this rally isn’t done yet. Every time the market has gained 30% or more in five months, it kept climbing over the next year. Add in Fed rate cuts, AI-driven productivity, and strong earnings, and it’s clear the bulls are in control. I...

The Fed cut rates again, but the real story is the chaos inside the group. Fed officials can’t agree on what to do next — some want to hike, others want to hold, a few want two more cuts, and one even wants five cuts before year-end. That level of disagreement shows how lost the Fed really is. Since 2000, interest rates have swung from 6% down to zero, back up over 5%, and now turning lower again...

The Fed finally cut rates, but... only by 25 basis points. Jerome Powell played it safe, and that’s a huge mistake. The labor market is weakening fast, the 2% inflation target has already been abandoned, and Treasury bonds are turning into one of the riskiest assets you can hold. In this episode, I break down why Powell’s tiny cut won’t fix the problems at hand, why the Fed is falling further behi...

The Federal Reserve is meeting today and tomorrow, and all eyes are on Jerome Powell. Markets are expecting just a 0.25% cut, but that won’t be nearly enough. After months of being behind the curve, the Fed has to prove it’s serious about supporting the labor market, fixing the housing crunch, and jumpstarting growth. In this episode, I explain why only a 0.50% cut can restore confidence and why P...

The Fed is about to unleash a wave of liquidity, and that’s the fuel markets have been waiting for. After holding rates higher for longer, the central bank is now set to pivot with aggressive cuts, joining a global easing cycle that’s already in motion. Rate cuts mean cheaper capital, easier credit, and more money flowing into risk assets. In this episode, I break down why the Fed’s move is the ke...

Move over Elon Musk, Larry Ellison is the new the richest man on the planet. How did he do it at the ripe age of 81? For more than a decade, Ellison has been quietly increasing his stake in Oracle through one of the most aggressive buyback programs in history, boosting Ellison’s ownership from 27% to 43%. That single strategy, combined with Oracle’s explosive growth in AI and cloud, just turned hi...

Retail investors just pulled off one of the most successful activism campaigns in recent history at Opendoor. In just 60 days, the retail army forced out the old CEO, stopped management from dumping stock, installed a new CEO with proven tech experience, and got the company’s co-founders back on the board. The result? A leaner, more focused Opendoor that looks primed for a massive comeback. In thi...

Bitcoin may be down slightly in the past month, but history and market setup point to a STRONG fourth quarter. Fundstrat’s Tom Lee explained that crypto is extremely sensitive to monetary policy, and with the Fed set to cut rates in September, Bitcoin could see a massive move higher into year-end. At the same time, Ethereum and Solana are primed to go higher thanks to brand-new treasury companies...

The bears keeps calling for a recession, but the data tells a completely different story. AI is driving record productivity gains, corporate profits are hitting all-time highs, and the Fed is about to juice markets with fresh rate cuts. Jobless claims remain stable, GDP growth is strong, and the odds of a recession have collapsed from 65% just a few months ago to only 8% today. In this episode, I...

The latest jobs report was a total DISASTER. The U.S. economy added just 22,000 jobs in August. Blue-collar growth has stalled, construction and manufacturing are bleeding jobs, and white-collar layoffs are spreading. The Fed should have started cutting rates months ago, but now they’re trapped behind the curve AGAIN. In this episode, I explain why the labor market collapse means the Fed can’t pla...

Bitcoin adoption is no longer just about retail investors — corporations are now driving the bull market. A new report shows that business inflows into Bitcoin in the first eight months of 2025 have already surpassed all of 2024 by $12.5 billion. Publicly traded treasury companies now account for more than 70% of purchases. In this episode, I break down why businesses are racing to convert cash in...

"Seasonality" tells us that September is typically a down month for financial markets, but I think this  year could be different. Stocks, gold, and Bitcoin all have powerful tailwinds lining up at the same time — looming rate cuts, bad investor sentiment, and more. In this episode, I explain why history might not repeat this time, and why September could turn into a breakout month across every maj...

The world is changing under our feet. First, world central banks are gobbling up gold. Gold now makes up 24% of international reserves, its highest share in 30 years, while the U.S. dollar’s share has dropped to its lowest level since the 1990s. At the same time, world leaders from India, Russia, and China are openly aligning in ways that could accelerate a multipolar world order. In this episode,...

After years of SOARING prices, home values are starting to slip — with four straight months of declines. Builders in hot markets like Florida, Texas, and Arizona are now cutting prices outright, a move they’ve avoided for years. At the same time, existing home sales remain stuck near 40-year lows, and both buyers and sellers are frozen out by high mortgage rates. In this episode, friend of the sho...

For the first time since 1996, foreign central banks now hold more gold than US Treasuries. They’re dumping paper assets that can be printed at will, seized by the American government, and guaranteed to lose money in real terms — and instead, they’re buying hard assets. In this episode, I break down why central banks are making this historic shift and why Bitcoin is likely next in line to join the...

A new study shows entry-level workers are getting hit hardest by AI with a 13% drop in employment for people ages 22 to 25 in the most exposed jobs. Software developers, customer support, clerical roles, and media workers are all taking the biggest hit. But... there’s also a huge opportunity for these workers. AI has lowered the barriers to starting a business, building products, and making money...

Is the United States starting to run like a business? The government just took a 10% stake in Intel WITHOUT spending a dime. Donald Trump also removed Fed governor Lisa Cook — the first time in history a president has fired a Federal Reserve official — another move that looks more like a CEO cleaning house than a politician at work. In this episode, we break down why the White House is operating m...

The Federal Reserve has quietly removed its long-standing 2% inflation target. For decades, that number was the bedrock of monetary policy — but not anymore. In this episode, I break down exactly what Jerome Powell said at his latest press conference, how the Fed’s language shifted from a hard target to an “aspiration,” and why this marks a profound dovish pivot. After more than 50 months without...