From the Desk of Anthony Pompliano

Surely, you've heard of AI agents, but did you know you can now use them to research and pick stocks? It's true, and my new product, ProCap Insights, gives you an army of AI agents so you can beat the market AND save time at the same time. Friend of the pod, Phil Rosen from Opening Bell Daily, is helping me lead this project. He joins the show today to discuss this first-of-its-kind product that I really think can change investing.0:00 Intro1:39 Interview with Phil Rosen18:34 Sauce for watching the whole wayListen 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

Stocks, gold, silver, bonds, and plenty more assets have sold off aggressively since the US begun attacks in Iran. Bitcoin? It has stayed strong. You pair that with data showing that Bitcoin OGs are re-accumulating coins, and it sure feels like Bitcoin has bottomed (or close to it). I cover it all on today's video!0:00 Bitcoin is winning right now0:20 Telling Squawk Box about Bitcoin's relative strength3:14 Binance Research sees Bitcoin's strength too3:58 Bitcoin OGs are accumulating coins and ETF buys are flowing4:35 The AI and Bitcoin investment barbellListen 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

0:00 Intro0:40 Tom Lee says stocks might be a buy right now2:30 Jordi Visser says the Fed has a difficult path forward4:08 Takeaways from Jamie Dimon's annual letter to investors5:09 Ignore the doom and gloom, actual data says the US economy won't break because of oil shocks6:25 Big narrative violation: the US PROFITS when global energy prices go upListen 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

Friend of the pod, Ryan Detrick from Carson Group, is back to share his up-to-date market thoughts. His big takeaway? The recent correction (about 9%) is actually pretty normal and if anything, a good buying opportunity. Ryan is here to explain why he's still overweight equities and believes the S&P will finish the year higher!0:00 Intro0:35 Corrections are normal (especially in midterm years)3:15 The bull case for software stocks6:48 Gold has underperformed during Iran conflict11:24 The Fed is in a tough spot12:42 Where is the economy trending toward?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

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

The S&P's technology software index has been cut by 32% since September due to AI fears. It seems like no one wants to touch enterprise software companies right now, but... could this actually mark the bottom? What if AI will actually HELP these companies more than hurt? I think that's a very real possibility and I lay out the data-backed case in today's video!0:00 Why the software sector has been decimated since September3:09 Several software stocks are bucking the trend and outperforming (here's why)4:56 Where Bears have it wrong7:27 What NEEDS to happen for the narrative to switch back to bullishListen 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

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

Ben Cera is the founder and only human working at Polsia, which is on track for $6 million in annual revenue. Everyone else at the company? AI agents. Yes, you've heard it's possible to build a million, if not billion, dollar company with only AI and Ben is living proof of it. He's here to tell us the secrets to leveraging AI in your work, including some contrarian thoughts on "vibe coding" and OpenClaw. 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

In times of conflict and volatility, bonds, gold, and Bitcoin are supposed to be safe haven assts. Or so, they say. With tensions still high in Iran, only Bitcoin is acting accordingly. It's up more than 30 percent against gold since the war began, and even US treasuries aren't performing well. Why? Well, that's what we cover in this video. 0:00 Gold, Bitcoin, and bonds will be the leading indicators for markets and economy3:35 Why sanctions are being lifted on Iran5:01 What's going on with the sell-off in gold?5:45 Bitcoin is up 34 percent against gold since the first bomb hit Iran6:14 What assets I think outperform as long as the conflict lasts7:27 Trump's plans in Iran as explained by Maria BartiromoListen 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

Few people know the world of AI better than Peter Diamandis. So of course, I had to bring him onto the show to discuss the latest innovations AI is unleashing — a "supersonic tsunami" he's calling it. This is 45 minutes packed with everything you need to know, from his ideas on ⁠⁠Universal High Income (not UBI) and what assets benefit most in this new world. 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

Markets and investors are already on the edge with war in Iran, how about one more source of panic? Private credit. I'm sure you've heard about this, but my guest on today's video explains it better than most people I know. Liz Hoffman is the Semafor Business & Finance Editor and Host of Compound Interest. She is here to explain the brewing crisis, plus other things like Silicon Valley take over of the government and AI fears.Liz Hoffman's new podcast Compound Interest: https://www.semafor.com/hub/compound-interest-showListen 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

When you look past the current market panic, we have multiple big-time catalysts lining up — all in the AI trade. Meta is slashing costs, NVIDIA says it'll do $1 trillion in revenue for its newest chip by the end of 2027, and even Tesla is cooking up new AI production facilities. Here's why the AI trade might be ready for another rally soon!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

The only asset besides oil going up right now is Bitcoin. The coin is up 10 percent since the first attacks on Iran — all while gold and stocks have largely sold off. Is it Bitcoin's time? It might just be in this period of high uncertainty. We discuss it in today's video!0:00 Headline uncertainty weighs on markets1:23 Oil and Bitcoin are outperforming2:18 Scott Bessent explains US strategy in Iran and Strait of Hormuz 5:16 Is Bitcoin the trade to make right now?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

After doing a lot of research, I’ve become convinced that autonomous systems and drones are going to reshape how countries, especially the United States, defend themselves. From land to sea to air, these technologies will fundamentally change how militaries monitor threats and respond to them.One of the companies operating in this fast-rising space is Ondas. I really like what they’re building, so full disclosure, I became a shareholder this week. On today’s episode, I sit down with Ondas CEO Eric Brock to talk about the massive drone market, why he believes we are still in the early innings of adoption, and how his company is building a scalable operating platform by acquiring and integrating new technologies. We also discuss counter-drone defense, the partnership with Palantir, and why autonomy could become one of the most important defense trends of the next decade.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

AI job loss, tightening credit, volatile oil prices, World War III — these are all threats that investors are weighing right now. And they should, as each concern has some weight to it. But at the same time, I think the bull case is being vastly overlooked. On today's episode, I'll not only analyze the current market fears, but then offer you my bull case for the rest of this year.0:00 Intro0:36 Analyzing the biggest threats to markets, the economy5:34 My predictions for what happens from here7:37 Remember one important thingListen 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

Oil prices are surging in light of events in Iran and the Strait of Hormuz. Of course, the doomers are out in full force saying inflation is about to spike like 2022, and with it, the US (and global) economy will collapse. What's true? What's not? That's what today's episode is solely about. I'll tell you the TRUTH about what's going on0:00 Intro0:30 Oil prices are exploding higher2:26 Will higher oil prices bring back sky-high inflation?4:56 I told CNBC about it this morning7:22 The US is less energy dependent than in previous oil shocks10:48 The number one thing to rememberListen 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 February jobs report was ugly. The U.S. economy lost 92,000 jobs and the unemployment rate ticked up to 4.4%, one of the higher readings in the past few years. Even healthcare — usually one of the most reliable sources of job growth — shed 28,000 positions. It's even more evidence that Jerome Powell and the Fed are BEHIND on interest rate cuts. What are they doing? On today's how, I'll tell you what the right move is. 0:00 Intro0:38 Latest job report was dismal3:00 The Fed is (still) behind the curve4:19 Donroe Doctrine explained9:00 Bitcoin held up well during the Iran conflict10:32 Insane chart from Anthropic about AI in the workforce 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

Ray Dalio is an all-time great investor. He's been more right than wrong... but he's completely off on his negative view on Bitcoin. He doubts the digital gold narrative and that central banks will ever buy up BTC. I don't agree with him. On today's episode, I'll counter Dalio's Bitcoin perspective with up-to-date data (Dalio is using info from years ago). Let's get into it!0:00 Intro0:36 Ray Dalio's is bearish on Bitcoin, here's why2:33 Dalio's view on Bitcoin is simply outdated 5:40 Alex Karp says the US government COULD nationalize some AI companies9:29 We might've just found the next GOAT investorListen 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 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