From the Desk of Anthony Pompliano

It's been a turbulent month in the market. AI fears have picked up substantially and now we have a new geopolitical conflict throw in there. We're saying that fear today as all assets are selling off right now. Time to sell? CEO of JPMorgan Jamie Dimon doesn't think so. The goat of Wall Street had some interesting thoughts on the economy, which we get into on today's show live from my hotel room!0:00 Intro0:32 Jamie Dimon is staying bullish on the US economy despite geopolitical fears2:34 The biggest economic worry that Dimon currently has4:10 Opendoor now offering mortgage rates under 5%6:13 China is the US main target, not Iran or VenezuelaListen 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 a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

Alright, you already now US is now waging a war against Iran, but do you know how your investment portfolio will be affected? That's what I want to focus on in today's episode. Which assets go up during this conflict? Which ones go down? I talk about it all today!0:00 Intro0:33 US begins war against Iran2:29 Why is US attacking Iran anyway?4:21 How your portfolio will be affected by Middle East conflictListen 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 a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

What if I told you the aggressive sell-off in software stocks and Bitcoin is correlated? Over the past few months, it 100% is. We're seeing 40-50 percent sell-offs in both. We know growing AI capabilities are re-rating software, but why is Bitcoin getting dragged down with it? There's a surprising link, and most investors haven't caught on yet. That's what I'm revealing on today's show!0:00 Intro0:32 Software stock sell-off explained3:25 Why is Bitcoin suddenly correlated with software?7:59 Interview with Nick Shirley about uncovering government fraudListen 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 a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

Donald Trump said "we're winning too much" during his State of the Union speech and yes, it's easy to write that off as usual Trump-speak. But... the economic data actually supports what he's saying. On today's show, I'll cut through the noise and tell you the data figures that actually matter right now. 0:00 Intro0:36 Trump's State of the Union was something else4:22 The most important thing investors need to remember4:58 Interview with David Steinberg about AI and its impact on the workforce, marketsListen 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 a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

Financial markets in a panic lately. AI doom articles are spreading like wildfire, we have tariff uncertainty again, and global liquidity appears to be peaking. Is this the perfect set-up for a stock market crash? We talk about it on today's show!0:00 Intro0:35 Multiple headwinds are hurting stocks, Bitcoin, assets2:09 Jordi Visser thinks markets are deleveraging 4:06 Supreme Court strikes down Trump's tarrifs6:34 Inside the Substack article about AI that wrecked marketsListen 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 a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

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 Intro0:35 Don't trust the government's data on inflation2:18 Prediction markets are better at economic forecasting   3:43 Talking with Patrick Bet-David about the AI arms race9:13 Bitcoin is doing things it never hasListen 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 a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

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 Intro0:40 Stocks are gearing up for a leg higher3:00 Young people are investing at a record pace3:39 Optimism down, stocks still higher4:33 David Sacks thinks we're starting an economic boomListen 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 a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

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 Intro0:35 Are economic "experts" ever right?5:18 Early income tax refunds are 10% higher6:24 Logan Paul sells a Pokemon card for over $16 millionListen 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 a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

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 Intro0:33 Jordi Visser on the risks of deflation 4:53 Mike Novogratz on the political ramifications of deflation 7:01 Lyn Alden on how deflation affects the supply of money9:15 Cathie Wood on why deflation could be GOOD for certain assetsWatch On YouTube: https://youtu.be/7OjpviciLYUPomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

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 a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

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 public. That's the topic of conversation on today's show!0:00 Intro0:36 Latest jobs data was surprisingly good3:42 Nikita Bier makes bold prediction about apps4:26 What it's like working with Elon Musk8:09 Army of AI agents will soon be working for youListen 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 a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

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 about it all on today's show!0:00 Intro0:34 Rate cuts are on the way4:57 Interview with Ali Ansari about jobs that AI has ADDED, not taken awayListen 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 a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

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 you should own heading into this new era.0:00 Intro0:36 Scott Bessent and Kevin Warsh are signaling their moves2:56 Record tax refunds will hit the economy soon4:32 Once-in-a-generation opportunity says Jenson Huang 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/show/1THAGnR1Xt1WDUn1CCTh1DPomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

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/id1819778503Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1DPomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

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 Intro0:34 GDP up, stock prices down?6:11 AI is eating software8:46 The US dollar is hitting multi-year lowsListen 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 a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

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 Intro0:38 Narrative violation: tariffs are working 7:23 Elon Musk's SpaceX and xAI are merging10:54 SBA goes too far with new loan policy for citizens and legal residentsListen 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 a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

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 Intro0:36 Kevin Warsh will replace Jerome Powell as Fed chair5:51 The three-headed deflationary monster is rearing its head12:31 AI can make awesome movie trailers nowListen 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 a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

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 underperformance of Bitcoin. This is a fun (and sometimes heated) convo, but Peter always brings it when I talk with him!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/show/1THAGnR1Xt1WDUn1CCTh1DPomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

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 Intro0:38 Jerome Powell and the Fed are asleep at the wheel3:46 The US government is weakening the dollar ON PURPOSE7:03 Why the US economy needs AI to succeed10:03 It's time to stop paying attention to consumer sentiment reportsListen 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 a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

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!0:00 Intro0:41 Ray Dalio warns about the end of the current monetary system2:37 The political order is breaking down too4:46 Prices going up all the time is NOT the norm6:08 Gold is sniffing out these changes 7:29 The next Fed chair could cut rates aggressively10:19 More evidence that capitalism worksListen 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 a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews