From the Desk of Anthony Pompliano

At last, Jerome "Too Late" Powell is signaling rate cuts for September. After months of resisting, the Fed is finally bending — and markets exploded on the news. In this episode, I break down Powell’s surprising pivot, why the Fed is prioritizing jobs over inflation, and what happens to financial markets now (spoiler alert: up only).  0:00 Intro 0:39 Jerome Powell hints that rate cuts ar...

Just a week ago, Bitcoin smashed through a new all-time high of $124K. Now it’s pulled back about 10%, and suddenly the media and speculators are screaming that the cycle is over. But is it really? In this episode, we look at market top indicators and possible reasons for the recent sell-off. My conclusion? It's all noise and I explain why! 0:00 Intro 0:42 Is the Bitcoin cycle finished? 3:31 M...

Retail investors are piling into stocks while institutions are selling — and it all comes down to how each side views valuations. Wall Street sees "expensive" multiples, but retail is focused on the fundamentals, and the fundamentals are EXPLODING. Facebook just posted 36% net income growth on a $2 trillion market cap, Palantir is freezing headcount while growing revenue with AI, and companies acr...

Meme stocks aren't just for GameStop and AMC anymore — it’s the core of the entire market. As we discuss in this episode, every stock has been meme-ified, even relics like Berkshire Hathaway. Investors pay premiums not just for fundamentals, but for narratives, brand, and belief — and that’s not changing anytime soon. Allow me to explain the meme-ification of markets and society as a whole. 0:...

Valuations in the US stock market are higher than almost any point in history, which begs the question: are we in a bubble? Maybe, but probably not. Context matters and today’s market performance is powered by dominant, profitable companies attracting global capital, not just hype. In this episode, we dig into whether the market is truly in bubble territory, what history tells us about valuations,...

To buy or not to buy Bitcoin — that is the question. US Treasury Secretary Scott Bessent first said they would NOT be buying new Bitcoin for the strategic reserve, but when backlash ensued, he quickly backpedaled. So what's going on? In this episode, we discuss the sticky situation and the all-important voice of retail investors. 0:00 Intro 0:41 Scott Bessent gives mixed signals about buying Bitco...

The U.S. stock market is now valued at nearly twice the size of the entire American economy — even more stretched than it was at the peak of the dot-com bubble in 2000. Back then, valuations were inflated by a frenzy of unproven tech companies and sky-high expectations that eventually collapsed. Today looks very different. The biggest U.S. companies are profitable, globally dominant, and pulling i...

The VIX is at its lowest level of 2025 — but ultra-low volatility never lasts. When it breaks, markets tend to see their sharpest moves, and I expect this time will be no different. With rate cuts on the horizon, I’m betting those swings will tilt to the upside, setting the stage for a much more exciting market in the months ahead. 0:00 Intro 0:44 Volatility is coming... are you ready? 2:08 Tariff...

America's economic winning streak is underway. Assets continue to break all-time highs and the latest inflation print came in soft (again). Know what that means? Tariffs are WORKING! Here's what the bears and doomers keep getting wrong about the US economy right now. Listen to From the Desk of Anthony Pompliano on: Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anth...

Despite all the calls for a top, investors keep piling into US stocks — and for good reason. The dollar has been steadily devalued, and equities have become a go-to inflation hedge for people looking to protect their wealth. Add in the fact that the U.S. is home to many of the world’s most dominant companies, and the market setup looks far, far from finished. In this episode, we break down why the...

Most people think Bitcoin’s path to $1 million will be a wild ride of massive spikes and gut-wrenching crashes — just like it's been since we started. But... the next decade could see Bitcoin grind higher in a slow, steady climb driven by adoption, institutional inflows, and a maturing market with far LESS volatility. No more “God candles” —  just a boring, relentless march toward seven figure...

Bitcoin is coming to your 401(k) — and this is a GAME-CHANGER! President Trump is preparing to sign an executive order that would allow Americans to hold Bitcoin and other crypto assets inside their retirement accounts. That unlocks access to a staggering $43 trillion in US retirement assets. To put it bluntly: this could be one of the biggest inflows of capital into crypto we’ve ever seen. In thi...

Every great investor has one big idea. Warren Buffett bought value. Carl Icahn used activism. Masayoshi Son bet big on early tech. I’ve got mine too — and it’s the core thesis driving everything I do for the next 40 years. In this episode, I break down the biggest investment idea I’m betting will outperform for decades, and how I’m positioning around it.  0:00 Intro 0:32 The biggest ideas of Buffe...

The US national debt keeps climbing and the dollar keeps weakening — but not every business or person is doomed. In this episode, I break down who will continues to thrive in a broken monetary system. If you want to protect your wealth in a debt-ridden world and survive currency debasement, start by owning these things. 0:00 Intro 0:31 The national debt continues to rip higher 2:15 What assets to...

Everyone’s chasing AI and hyped-up tech stocks, but... they’re all missing the overlooked investment theme driving it all. In this episode, I break down the one sector that powers EVERY major trend of the 2020s, but stunningly, still isn’t priced like it. From data centers to electric vehicles to robotics, nothing works without this. 0:00 Intro 0:28 Elon Musk gets a deserved and MASSIVE payday 2:0...

The SEC just dropped a bombshell — the entire financial system is going on-chain. In a stunning reversal, regulators are now embracing blockchain as the future of finance with the SEC’s latest announcement of Project Crypto. How far we’ve come, huh? In this episode, I cover the 180-degree shift in narrative, plus details on the revolutionary project.  0:00 Intro 0:30 Government data is COOKED 2:22...

Bitcoin is obliterating everything! S&P 500, gold, real estate — none have kept up with Bitcoin's monstrous returns over the last few years. That's why Bitcoin Rate of Return NEEDS to be the new benchmark for investment performance. Let me explain this brand-new concept (and why it's my company's new stock ticker). 0:00 Intro 0:29 Bitcoin's rate of return is the new benchma...

The data is in — and it’s not what the "experts" predicted. The United States' GDP grew at a 3-percent clip in Q2, way above the 2.4 percent expectations. In this episode, we break down how a mix of tariffs and fiscal stimulus is fueling the unexpected economic boom. Whether you like Trump or not, his policies are working and the markets are rising fast in response. 0:00 Intro 0:34 A...

The pieces are in place for markets to melt up from here: cooling inflation, signed trade deals, and future rate cuts. This is the exact recipe that'll send financial markets higher the rest of the year. In this episode, we break down the why the current setup is about as bullish as it gets! 0:00 Intro 0:28 Inflation is nowhere to be seen 4:14 Robotic lamps are real now 4:54 AI agents take over Ex...

Donald Trump just closed a MAJOR trade deal with the European Union — and even I'm shocked how much it favors the the United States. The EU agreed to purchase over $750 billion in US energy, invest $600 billion in American infrastructure, and settled on 15% tariffs. In this episode, we unpack the "art of the deal" and why this agreement could ignite another leg higher in financial ma...

Jerome Powell and the Federal Reserve just got sued! The lawsuit was just filed yesterday by James Fishback, who joins us on today's special episode. He's arguing the Fed has been making trillion-dollar decisions behind closed doors — and it’s time for that to change. If successful, this lawsuit could force FOMC meetings into the public eye for the first time ever. We break down the legal...

The Trump administration just unveiled its new AI policy—focused on data, free speech, and unleashing American innovation. It’s the first shot fird in a global AI war with China. In this episode, we break down what the Trump team is planning, how it sets the stage for a U.S. AI boom, and why the future may never look the same again. 0:00 Intro 0:28 Trump administration is ALL IN on artificial inte...

Since the 2008 Great Recession, the rules of the game have changed. Financial markets don’t reflect reality anymore — they reflect government policy. The financial crisis broke the system, and instead of fixing it, we papered over the cracks with trillions of dollars. The result? Markets completely disconnected from reality and the average person. Here's how markets became so manipulated in th...

Stocks, Bitcoin, and gold are still hitting new highs — and the economy is doing way better than anyone predicted. Real wages are up, consumer sentiment is rebounding, and the recession everyone called for never showed up. All this momentum likes means on thing: more up for the rest of 2025. Let's break down the state of market! Also, we're joined by Joe Pompliano of Huddle Up to help expl...

Retail investors have been the biggest winners of the 2025 market rebound — completely lapping Wall Street institutional investors in the process. The best part? That success probably isn’t over the rest of 2025. I also interview Eric Jackson, Founder of EMJCapital, on why he's turning Opendoor into a meme stock 0:00 - Intro 0:30 - Retail investors are running laps around Wall Street 3:18 - Ma...