After months of tension (and market chaos), the U.S. and China have finally struck a deal — and Trump’s calling it a win. Tariffs are shifting, rare earths are on the table, and more deals with other countries are already in the pipeline. Is it time to call this “trade war” a win for America?

0:00 Intro

0:30 US-China strike a deal

3:41 Inflation continues to cool off

6:30 Steve Jobs tells us to evolve or die

Watch From the Desk of Anthony Pompliano on the audio platform of your choice:

https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Pomp 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: 

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#AnthonyPompliano #FromtheDesk #marketnews

What if every child in America started life with a stake in the stock market? That’s the idea behind the Invest America Act — a bold new proposal aiming to make ownership and wealth creation part of every citizen’s future from day one. Here’s how it works, and why it could be America's best answer to socialism.0:00 Intro0:30 What If Every American Baby Got $1,000?5:29 SEC chief endorses crypto self-custody 7:08 A humanoid robot — but without a head

Watch today's episode with visuals on YouTube: https://fromthedeskyt.com/Pomp 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.comFollow 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 days of Bitcoin crashing 70–80% are gone — and that’s EXACTLY what it needs to grow up. In this episode, we break down why lower volatility isn’t a weakness, it’s a signal of strength that will open the door for deeper institutional adoption.

0:00 Intro

0:29 Bitcoin is a consensus asset now

3:32 How United States prepared for its attack on Iran's nuclear program (this is OBSESSION)

8:19 Social security is a scam

Watch From the Desk of Anthony Pompliano on the audio platform of your choice:

https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Pomp 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.com

Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

Follow Pomp on social media:

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#AnthonyPompliano #FromtheDesk #marketnews

The recession never showed up (sorry, doomers!) — and now markets are melting up with Bitcoin, gold, and the S&P500 all pushing all time highs. In this episode, we break down why asset prices are ripping, what history says happens next, and how policy, money supply, and reflexivity are all fueling this rally that will go higher in the coming months.

0:00 Intro

0:35 All time highs are imminent

3:00 You'll soon be able to buy a home with Bitcoin

5:19 Exclusive interview with the White House's Steve Miran on the economy

Watch From the Desk of Anthony Pompliano on the audio platform of your choice:

https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Pomp 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: 

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#AnthonyPompliano #FromtheDesk #marketnews

A self-declared socialist is likely to be the next mayor of New York City, the financial heart of American capitalism. Worse, Zohran Mamdani's primary win could light a fuse that spreads socialism across the entire country. This is what YOU can do right now to push back against this growing movement before it reshapes the entire economy.

0:00 Intro

0:30 Socialism is spreading across the country fast

4:09 Nancy Pelosi's portfolio outperformed every big-name hedge fund

5:20 Donald Trump belittles Jerome Powell

7:21 Steve Balmer proves even the most successful people get big ideas wrong

Watch From the Desk of Anthony Pompliano on the audio platform of your choice:

https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Pomp 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: 

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#AnthonyPompliano #FromtheDesk #marketnews

The first half of 2025 has been filled with chaos — Trump tariffs, market panic, and retail traders flooding into penny stocks. But now that the dust has (mostly) settled, something surprising happened: stocks recovered, Bitcoin surged, and optimism crept back in. Looking ahead, with rate cuts on the table and momentum building, the second half of the year could deliver the rally everyone’s been waiting for. We're just getting started, baby!

0:00 Intro

0:26 Recapping the turbulent first half of 2025 in financial markets

5:50 My prediction for the rest of 2025 (spoiler: all time highs ahead)

7:50 Microstrategy playbook explained 

Watch From the Desk of Anthony Pompliano on the audio platform of your choice:

https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Pomp 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: 

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Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

Follow Pomp on social media:

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#AnthonyPompliano #FromtheDesk #marketnews

Crypto was once seen as a threat to the US dollar. Today? It might be its savior. It seems everyone is bullish on these digital dollars — from JP Morgan to Amazon to the U.S. Treasury. Here's how stablecoins are ensuring US dollar dominance on a global scale. 

0:00 Intro

0:27 Stablecoins are eating the world

4:24 The Fed is behind the curve on interest rate cuts

6:52 Housing expert weighs in on American market

Watch From the Desk of Anthony Pompliano on the audio platform of your choice:

https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Pomp 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: 

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Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

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#AnthonyPompliano #FromtheDesk #marketnews

The Trump Gold Card is finally live — and the first-day numbers are wild. Howard Lutnick claims there were 25,000 signups in just 15 hours, which comes out to $125 billion in revenue. If this momentum holds, we could be looking at a trillion-dollar product in no time. Here’s why this might be the best products of all time!

0:00 Intro

0:33 How Israel-Iran conflict will affect global markets

4:14 Cardano founder wants to dump ADA to create Bitcoin treasury 

7:39 David Sacks calls out the doomers who got it wrong

9:14 Trump Gold Card is off to a YUGE start

Watch From the Desk of Anthony Pompliano on the audio platform of your choice:

https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Pomp 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.com

Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

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#AnthonyPompliano #FromtheDesk #marketnews

Donald Trump wants to replace Jerome Powell — and he’s not waiting for 2026, when the Fed chair’s term ends, to start the pressure campaign. Names are already being floated for a successor, and if that person is chosen this year, it could create a “shadow Fed.” In this episode, we break down what that means, how it could shift rate policy, and why markets are watching closely.

0:00 Intro

0:28 All-time investor recommends 10-40% Bitcoin portfolio allocation 

10:22 Trump could create a "shadow Fed" to lower interest rates 

7:22 Will Trump actually deport Elon Musk?

10:01 Jeff Bezos went CHEAP on his wedding

Watch From the Desk of Anthony Pompliano on the audio platform of your choice:

https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Pomp 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.com

Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

Follow Pomp on social media:

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#AnthonyPompliano #FromtheDesk #marketnews

Donald Trump just went on Truth Social and told us his economic plan: run the economy hot. Red hot! No more talks about cutting costs, it's all about growth now. That should tell you everything you need to know about where assets and markets are going next!

0:00 Intro

0:29 Get ready for the AI supercyle in financial markets

2:58 Trump wants to run the economy red-hot

3:50 Why is socialism on the rise in America

Watch From the Desk of Anthony Pompliano on the audio platform of your choice:

https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Pomp 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.com

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Follow Pomp on social media:

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#AnthonyPompliano #FromtheDesk #marketnews

The US dollar is being systematically debased — and it’s not slowing down anytime soon. Money supply, debt levels, it's all going up and to the right. In this episode, I break down why dollar debasement is the MOST important trend of the next decade, and what you can do to avoid the dollar destruction that's coming. 

0:00 - Intro

0:27 - The US dollar is in an internal bear market

3:53 - Zuck is paying AI engineers more than star athletes

6:40 - My interview with Binance'z CZ

Watch From the Desk of Anthony Pompliano on the audio platform of your choice:

https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Pomp 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: 

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#AnthonyPompliano #FromtheDesk #marketnews

The U.S. dollar just had its worst start to a year in decades — down over 10% and written off by most of the market. But… that might be exactly the trap. With Jerome Powell signaling rate cuts soon, a violent dollar reversal could be brewing. In this episode, we break down why the dollar may have bottomed, how a comeback could hit fast, and why global markets aren’t ready for what comes next.

0:00 - Intro

0:27 - The dollar is down, but it's not out

2:29 - The Fed might be setting the stage for the dollar's violent comeback

4:56 - BlackRock is making more money off its Bitcoin ETF than the S&P ETF

6:48 - The market humbles everyone, even all-time greats like Stanley Druckenmiller

Watch From the Desk of Anthony Pompliano on the audio platform of your choice:

https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Pomp 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.com

Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

Follow Pomp on social media:

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#AnthonyPompliano #FromtheDesk #marketnews

Bitcoin just broke all-time highs — again. But the story isn’t just price action. It’s about asymmetric upside, unmatched risk-adjusted returns, and unstoppable momentum in a world still addicted to cheap debt and money printing. In this episode, we break down why Bitcoin remains the best bet in the market even at prices we dreamed about just a few years ago.

0:00 Intro

0:28 Narrative violation — tariffs are NOT inflationary 

1:57 Bitcoin is the complete package asset to own (and it's not changing anytime soon)

3:41 Waymo's are going to take over the world

5:55 More evidence humanoid robots will be in our lives sooner than you think

Watch From the Desk of Anthony Pompliano on the audio platform of your choice:

https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Pomp 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.com

Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

Follow Pomp on social media:

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#AnthonyPompliano #FromtheDesk #marketnews

Recessions used to be a natural part of the economic cycle — but not anymore. The Fed, the Treasury and the administration have effectively barred them. They will cut rates, print money, and do whatever else it takes to prop up markets and the economy. In this episode, we break down why the old rules no longer apply and what it means for investors going forward.

0:00 - Intro

0:28 - US recessions are no longer allowed

1:49 - Bitcoin supply is running low on exchanges and OTC desks

3:08 - Bitcoin continues to invade Wall Street

5:47 - Current state of residential real estate in America

Watch From the Desk of Anthony Pompliano on the audio platform of your choice:

https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Pomp 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.com

Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

Follow Pomp on social media:

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#AnthonyPompliano #FromtheDesk #marketnews

Is there any end in sight to the markets rally? It doesn't look like it. With stocks up 13 of the last 15 weeks, momentum is building fast. July is historically one of the strongest months post-election, and the setup for the rest of 2025 looks just as explosive. Ryan Detrick, Chief Market Strategist at Carson Group, joins the show to explain why the market is going higher. 

0:00 Intro

0:27 Retail investors are setting records left and right

2:21 Ryan Detrick Interview: Assets will continue to skyrocket through 2025

Watch From the Desk of Anthony Pompliano on the audio platform of your choice:

https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Pomp 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: 

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Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

Follow Pomp on social media:

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#AnthonyPompliano #FromtheDesk #marketnews

Bitcoin. Stocks. Gold. Everything just hit new all-time highs — and there’s no stimulus, no rate cuts, and still trillions of dollars sitting on the sidelines. Welcome to the new normal: up and to the right. In this episode, we get into why endless money-printing will only continue to melt up markets and how you can position yourself to thrive in this new world. 

Watch From the Desk of Anthony Pompliano on the audio platform of your choice:

https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Pomp 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.com

Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

Follow Pomp on social media:

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#AnthonyPompliano #FromtheDesk #marketnews

We're officially in price discovery mode for Bitcoin, which is now hovering around $120,000. If recent history is correct, then Bitcoin's current run might not stop until the $140,000 range. Let's discuss what's fueling Bitcoin's breakout and why there's more room to run.

0:00 Intro

0:26 $140K Bitcoin on the way?

2:29 How options expiring and shorts led to Bitcoin breakout

6:03 Gold has smoked the stock market in gains this century

7:05 Retail investors are not slowing down

Watch From the Desk of Anthony Pompliano on the audio platform of your choice:

https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Pomp 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.com

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Follow Pomp on social media:

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#AnthonyPompliano #FromtheDesk #marketnews

Bitcoin isn’t just winning — it’s absolutely dominating. The data is in, and no other major altcoin even comes even close to Bitcoin. While Ethereum, Solana, and the rest are still chasing their old highs, Bitcoin keeps smashing past all time highs. In this episode, we break down the numbers that prove Bitcoin is leaving all other assets in the dust.

0:00 Intro

0:27 Inflation coming back? The data says the opposite

2:52 Bitcoin is in a class of its own

5:08 AI innovation continues to accelerate 

9:12 Bitcoin and the US dollar can BOTH win

Watch From the Desk of Anthony Pompliano on the audio platform of your choice:

https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Pomp 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.com

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Follow Pomp on social media:

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#AnthonyPompliano #FromtheDesk #marketnews

2025 is the year crypto finally grew up. With new legislation delivering regulatory clarity, the uncertainty that’s plagued the industry for years is finally gone. Bitcoin is breaking all-time highs, Wall Street is piling in, and the banks are gearing up to offer stablecoins, tokenized assets, and more. In this episode, we break down how these new rules are unlocking the next era of crypto—and why the financial system is about to look very different.

0:00 Intro

0:30 The stock market has become a full-blown casino

2:11 Jamie Dimon bet on himself and won big

4:22 Crypto week was historic for the industry

7:19 Words of wisdom from Scottie Scheffler

Watch From the Desk of Anthony Pompliano on the audio platform of your choice:

https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Pomp 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.com

Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

Follow Pomp on social media:

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#AnthonyPompliano #FromtheDesk #marketnews

President Trump is ramping up the pressure on Jerome Powell — but financial markets aren’t having it. When news leaked yesterday that Trump was preparing to fire the Fed chair, markets reacted instantly — and not in a good way. In this episode, we break down the power play at hand, the market’s swift response, and why Powell is probably safe until the end of his term in early 2026.

0:00 Intro

0:28 Trump administration keeps pressing Powell 

1:42 Powell is (probably) not going away 

3:07 Consumer prices in America are out of hand

5:51 Jeff Bezos has been locked in since day one

Watch From the Desk of Anthony Pompliano on the audio platform of your choice:

https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Pomp 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.com

Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

Follow Pomp on social media:

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#AnthonyPompliano #FromtheDesk #marketnews

The latest inflation data is in — and surprise, surprise, it’s flat (doomers were wrong again!). Seriously, zero inflation growth. But despite this, the Fed is still sitting on its hands and not cutting interest rates. In this episode, we break down the cold inflation numbers, why the Fed keeps stalling on rate cuts, and what it means for markets in the second half of the year.0:00 Intro0:33 Inflation data is freezing cold1:49 What lower inflation means going forward3:38 Home Depot co-founder is BEYOND bullish on America's future6:08 The US economy has completely flipped in 35 years timeWatch From the Desk of Anthony Pompliano on the audio platform of your choice:https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Pomp 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/

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 - Male college grads are getting left behind 

4:20 - Should The Fed remain independent? 

9:04 - Interview with Eric Jackson, Founder of EMJCapital - Why things Opendoor about to become the next GameStop meme stock

Watch From the Desk of Anthony Pompliano on the audio platform of your choice:

https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Pomp 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.com

Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

Follow Pomp on social media:

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#AnthonyPompliano #FromtheDesk #marketnews

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 explain the he WNBA "Pays Us What You Owe Us" Controversy

0:00 Intro

0:31 The all-time highs in markets aren't stopping

4:10 Tesla opens a diner in Los Angeles 

6:24 Joe Pompliano of Huddle Up breaks down the business of Scottie Scheffler

9:34 - WNBA players demand more money

Watch From the Desk of Anthony Pompliano on the audio platform of your choice:

https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Pomp 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.com

Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

Follow Pomp on social media:

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#AnthonyPompliano #FromtheDesk #marketnews

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 intelligence 

3:38 Sydney Sweeney meme booms American Eagle stock

6:31 More shocking data on home sales in America

Watch From the Desk of Anthony Pompliano on the audio platform of your choice:

https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Pomp 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.com

Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

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#AnthonyPompliano #FromtheDesk #marketnews

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 the last two decades.

Join us at the Independent Investor Summit in NYC! ⁠⁠https://www.independentinvestor.co/

0:00 Intro

0:28 The government broke financial markets

3:50 The housing market is even more broken

8:05 NYC mayor Eric Adams has a wild idea to keep the subway safe

9:40 Retail investors need more respect on their name

Watch From the Desk of Anthony Pompliano on the audio platform of your choice:

https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Pomp 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.com

Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

Follow Pomp on social media:

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#AnthonyPompliano #FromtheDesk #marketnews

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 argument, what’s at stake, and why this case could reshape the future of U.S. monetary policy.

Watch From the Desk of Anthony Pompliano on the audio platform of your choice:

https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Pomp 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.com

Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

Follow Pomp on social media:

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#AnthonyPompliano #FromtheDesk #marketnews

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 benchmark

5:42 Jerome Powell and the Fed doesn't get it

7:11 Interview with Ori Eldarov, CEO of OffDeal — the world's first-ever AI investment bank

Disclaimer: This content may reference ProCap Financial or its affiliates. Nothing shared is investment advice. Full disclaimer: https://columbuscirclecap.com/disclaimer/

Listen to From the Desk of Anthony Pompliano on:

Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D

Pomp 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.com

Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

Follow Pomp on social media:

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#AnthonyPompliano #FromtheDesk #marketnews

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 America's Q2 GDP prints higher than expected

3:18 The first-ever investment bank run by AI

5:35 Silvia is your personal, AI-run CFO 

6:44 JP Morgan and Coinbase are collaborating on crypto 

7:58 Investors love levered ETFs

8:29 Scott Bessent's gangsta answer to a reporter

Listen to From the Desk of Anthony Pompliano on:

Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D

Pomp 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.com

Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

Follow Pomp on social media:

Twitter: https://twitter.com/APompliano 

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#AnthonyPompliano #FromtheDesk #marketnews

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 Excel spreadsheets

5:50 Jensen Huang has minted more billionaires than anyone else

8:01 My thoughts on the violence in Manhattan yesterday 

Listen to From the Desk of Anthony Pompliano on:

Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D

Pomp 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.com

Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

Follow Pomp on social media:

Twitter: https://twitter.com/APompliano 

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#AnthonyPompliano #FromtheDesk #marketnews

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 markets. 

Listen to From the Desk of Anthony Pompliano on:

Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D

Pomp 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.com

Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

Follow Pomp on social media:

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#AnthonyPompliano #FromtheDesk #marketnews

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 Crypto is the future of finance

6:05 Figma goes public and leaves employees holding th bag

Listen to From the Desk of Anthony Pompliano on:

Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D

Pomp 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.com

Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

Follow Pomp on social media:

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#AnthonyPompliano #FromtheDesk #marketnews

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

2:09 NVIDIA has made its employees millionaires many times over

3:33 The best investment opportunity that NO ONE is talking about

5:08 Interview with Heather Long on the state of the US economy 

Listen to From the Desk of Anthony Pompliano on:

Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D

Pomp 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.com

Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

Follow Pomp on social media:

Twitter: https://twitter.com/APompliano 

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LinkedIn: https://www.linkedin.com/in/anthonypompliano/

#AnthonyPompliano #FromtheDesk #marketnews

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 own to escape the dollar spiral

4:04 Palantir and retail investors keep winning

6:03 Interview with Nathan Halberstadt about Gen Z's economic struggles

Listen to From the Desk of Anthony Pompliano on:

Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D

Pomp 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.com

Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

Follow Pomp on social media:

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#AnthonyPompliano #FromtheDesk #marketnews

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 Buffet, Icahan, Masayoshi, and Cohen

1:50 Revealing my big investment idea

3:34 The US is back in the uranium game

6:31 The lie of "if I would've bought Bitcoin in 2010..."

7:57 Special clip from Tucker Carlson's interview with Richard Warner about central banking

Listen to From the Desk of Anthony Pompliano on:

Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D

Pomp 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.com

Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

Follow Pomp on social media:

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#AnthonyPompliano #FromtheDesk #marketnews

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 market still has room to run and why the real top may be further away than most think.

0:00 Intro

0:28 Top signals? Data tells us not even close

3:07 Jordi Visser tells us why macro investors and economists have been so wrong this year

7:38 Internet-native people are upending the world of finance

Listen to From the Desk of Anthony Pompliano on:

Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D

Pomp 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.com

Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

Follow Pomp on social media:

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#AnthonyPompliano #FromtheDesk #marketnews

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 figures. In this episode, I explain why that’s actually the most bullish scenario of all!

0:00 Intro

0:28 Bitcoin is no longer volatile, but that doesn't mean it's not going up

3:38 Humanoid robots cure your bedside hangovers now

6:02 Interview with Joe Pompliano about ESPN's big acquisitions of NFL TV assets and WWE Premium Live Events

Listen to From the Desk of Anthony Pompliano on:

Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D

Pomp 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.com

Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

Follow Pomp on social media:

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#AnthonyPompliano #FromtheDesk #marketnews

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 this episode, I get into the details of this seismic policy change! 

0:00 Intro

0:23 Bitcoin is coming to a 401(k) near you

4:55 Student loans are a scam

8:03 ChatGPT usage falls off a cliff without school in session

Listen to From the Desk of Anthony Pompliano on:

Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D

Pomp 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.com

Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

Follow Pomp on social media:

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#AnthonyPompliano #FromtheDesk #marketnews

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 in capital from investors around the world. In this episode, we break down why this historic valuation gap isn’t necessarily bearish, what’s driving it, and why expensive stocks can still keep running higher.

0:00 Intro

0:48 The stock market is more overhauled than it was at the height of the dot com bubble

3:26 Chipotle, CABA, and SweetGreen are all struggling 

5:15 Meet 15-year-old wonderkid investor Amir Fischer

From the Desk of Anthony Pompliano on Youtube: https://youtu.be/BWg7JDopDfU

Pomp 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.com

Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

Follow Pomp on social media:

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#AnthonyPompliano #FromtheDesk #marketnews

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 revenue could end up being 1% of GDP

3:14 Do NOT fight technological innovation

4:56 Interview with Tanvi Ratna about geopolitics 

Listen to From the Desk of Anthony Pompliano on:

Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D

Pomp 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.com

Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

Follow Pomp on social media:

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#AnthonyPompliano #FromtheDesk #marketnews

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-anthony-pompliano/id1819778503

Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D

Pomp 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.com

Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

Follow Pomp on social media:

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#AnthonyPompliano #FromtheDesk #marketnews

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 Bitcoin for reserve  

2:43 Opendoor CEO shockingly resigns 

7:00 First-ever humanoid robot games in China

Listen to From the Desk of Anthony Pompliano on:

Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D

Pomp 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.com

Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

Follow Pomp on social media:

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#AnthonyPompliano #FromtheDesk #marketnews

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, and why expensive doesn’t always mean it’s about to pop.

0:00 Intro

0:45 Are we in a bubble?

7:06 Exlusive interview with Eric Jackson about Opendoor's shocking CEO resignation 

Listen to From the Desk of Anthony Pompliano on:

Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D

Pomp 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.com

Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

Follow Pomp on social media:

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#AnthonyPompliano #FromtheDesk #marketnews

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 across the board are becoming more efficient than ever. In this episode, I explaind why today’s valuations aren’t a bubble — they’re being driven by real earnings and unprecedented productivity.

0:00 Intro

0:43 Company valuations are being redefined

4:19 Interview with congressman Jim Himes about the state of America

Listen to From the Desk of Anthony Pompliano on:

Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D

Pomp 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.com

Join 600K+ subscribers on my main channel: https://pompyoutube.com/ 

Follow Pomp on social media:

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#AnthonyPompliano #FromtheDesk #marketnews

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.

0:00 Intro

0:44 Everything is speculation but don't blame speculators

5:05 JP Morgan study shows how much the average investor underperforms

5:42 Youth unemployment is becoming a generational crisis

7:14 Humanoid robots do laundry now

Listen to From the Desk of Anthony Pompliano on:

Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D

Pomp 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.com

Join 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

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 are coming in September 

3:29 The labor market is now more important than inflation

6:27 The market rally starts now 

Listen to From the Desk of Anthony Pompliano on:

Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D

Pomp 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.com

Join 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

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 My most recent appearance on Squawk Box 

6:24 Harvard economist got Bitcoin completely wrong (and still can't admit it)

7:58 Coinbase CEO says Bitcoin is going to $1 million by 2030

10:47 New ad nails the costly effects of leaving the Gold Standard 

Listen to From the Desk of Anthony Pompliano on:

Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D

Pomp 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.com

Join 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

"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 major asset class.

0:00 Intro

0:50 September will be an UP month

3:52 Why American capitalism WORKS

8:04 Polina Pompliano details Saquon Barkley off-the-field success in investing

Subscribe To YouTube: https://youtu.be/IxsdWibrurQ

Pomp 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.com

Join 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 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, I break down why gold has become the asset of choice for governments and how this shift could mark the beginning of a NEW global order.

0:00 Intro

0:40 There's a new world order brewing...

6:04 Wall Street can't enough of stablecoins

7:59 Interview with Jeremy Levine about the rise of prediction markets

Listen to From the Desk of Anthony Pompliano on:

Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503

Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D

Pomp 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.com

Join 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 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 show, Lance Lambert, break down why the housing market is finally showing cracks, what’s driving the slowdown, and whether home prices have further to fall.

Subscribe To YouTube: https://youtu.be/3fPWFbV0QyI

Pomp 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.com

Join 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 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 their reserves. Sound money is back, and the world’s most powerful banks know it.0:00 Intro0:44 Foreign central banks are stacking hard assets3:35 Bitcoin's bull run is NOT over4:36 Ryan Detrick is STILL bulled up for the rest of 2025Listen 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