From the Desk of Anthony Pompliano

Anthony Pompliano
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Five days a week, entrepreneur  and investor Anthony Pompliano breaks down the biggest headlines in finance, tech, and politics before it hits mainstream media.

  1. 16 HRS AGO

    Stop Worrying About A "Bubble" Or You'll Miss The Bull Run Of Our Lives

    Markets keep ripping higher every single day, but that hasn’t stopped people from calling for recession, bubble, or some kind of imminent crash. The problem is that price alone doesn’t tell you whether it is or it isn't. The better question is whether the underlying demand can support it. Right now, AI demand, compute spending, infrastructure buildout, and productivity are all pointing in the same direction: this rally is far from over. This May, you probably should be buying, not selling and going away. 0:00 People are still worried about a recession and bubble0:58 Stocks are actually getting cheaper1:51 Jenson Huang says AI demand is up 1000%2:50 Jordi Visser explains the importance of compute demand6:19 22% of stocks are outperforming the index8:01 AI investment keeps growing and growing9:00 Sell in May and go away?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

    9 min

  2. 3 DAYS AGO

    The Smart Money Thinks This Could Become A HISTORIC BULL RUN

    Some of the biggest names in finance and tech — from Paul Tudor Jones to Larry Fink to Dario Amodei — are all converging on the same idea: this AI bull market may still be in the early innings. Adoption is picking up, productivity gains are abundant, and the world needs more chips, compute, and energy. Yes, stocks have gone vertical for a month straight, but there's reason to believe this run is sustainable. On today's video, we discuss why this AI trade has a lot more room to run. 0:00 AI Is A No-Brainer Trade 0:39 Three AI companies could IPO at trillion-dollar valuations  1:21 Paul Tudor Jones is buying AI stocks again 3:03 AI bull market is still early innings 5:14 Larry Fink says the United States is short chips, compute, and energy 7:22 Darius Dale sees a major productivity boom 9:04 Today's job report was strong 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

    10 min

  3. 6 DAYS AGO

    Volatility Is Good! It's Why Stocks And Bitcoin Will Go Higher

    Most investors are taught to fear volatility. But in a high-inflation world, the bigger risk may be hiding in assets that feel safe while quietly losing purchasing power. Not all volatility is worth owning, but the assets with real attention, real flows, and real upside — AI, semiconductors, Bitcoin — are where the biggest returns are showing up. The market keeps rewarding what’s alive, while “safe” money keeps falling behind. I discuss this concept on today's episode!0:00 Are stocks overvalued?0:40 Jordi Visser says stocks are going higher4:26 Telling the New York Times about why Bitcoin's volatility is a good thingListen to From the Desk of Anthony Pompliano on:Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503YouTube: https://youtu.be/wctH8ov0VhoPomp 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

    10 min

  4. 1 MAY

    Stocks Keep PRINTING ALL-TIME HIGHS And It's NOT Stopping Anytime Soon

    Another day, another all-time high in the markets. April was a record recovery for stock indexes, and history says that run isn't over yet. On today's show, we get into the data of why new all-time highs could be a regular occurrence in the months ahead. 0:00 Intro0:38 S&P 500 finished 10% higher in April2:22 Why are stocks shrugging off uncertainty and other tailwinds4:54 Interview with Troy Cates about income ETFsListen 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

    19 min

  5. 30 APR

    Will The Fed Cut Interest Rates Now That Jerome Powell Is Leaving?

    Jerome Powell hosted his final FOMC meeting yesterday as the Fed chairman. Kevin Warsh, pending a Senate confirmation, will replace him. Is this what will finally usher in interest rates cuts? Maybe, but maybe not. There's A LOT of dissenting opinion on whether to cut or not. In this video, I'll tell you what I think and why. 0:00 Jerome Powell chooses NOT to cut rates again1:15 Many Fed members DID want to cut2:25 Will the Fed cut rates in the coming months (when there's a new Fed chairman)? 4:21 Ray Dalio thinks interest cut rates would be a mistake6:20 The Federal Reserve continues to destroy the dollar6:46 What I think the Fed should doListen 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

    10 min

  6. 29 APR

    Paul Tudor Jones Issues Major WARNING For Investors

    Paul Tudor Jones is an all-time great investor so when he offers his market thoughts, I listen — even when it's counter to my thinking. Well, PTF is talking and he thinks the stock market is getting dangerously overstretched right now. He says the US economy and everyday people are getting too dependent on stock market gains to stay afloat, and that could present a dangerous set-up. Now I get where PTJ is coming from, but I also think he's missing something about today's market. I cover it all on today's show!0:00 Paul Tudor Jones thinks stocks are overvalued 2:36 Where I see things differently than PTJ3:38 Anthropic surpasses OpenAI in revenue4:50 PTJ says AI is making us work harder6:34 Bitcoin is the best inflation hedge asset says PTJ8:15 Best-performing assets since Iran warListen 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

    11 min

  7. 28 APR

    I Was Completely WRONG About AI (Shocking Truth)

    I was wrong about AI... and so was the majority of others. We've long feared that AI would wipe out a huge number of workers, especially entry-level ones. I no longer believe that to be true, though. The data is saying this couldn't be more wrong. AI is leading to MASSIVE productivity gains, and we actually NEED more workers to keep up. This is a huge change of opinion, and in today's show, I tell you all about it and how to invest knowing this. 0:00 AI will NOT destroy jobs2:47 Recent layoffs have used AI as an excuse5:50 How to position your portfolio to benefit from the AI revolution8:35 What you need to understand mostListen 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

    11 min

  8. 27 APR

    This Is A GENERATIONAL BULL MARKET! Stocks Are NOT Topping Soon

    The stock market index has surged 15% in a month, and like always, people are worried about things feeling "toppy" or "overvalued." That type of thinking doesn't factor in that we're in the midst of a modern industrial revolution. Many investors still don't get it — this is a generational run we're in the middle of (not the end of). In today's video, I lay out the case why stocks have a lot of room left to run during this historic period. 0:00 Semiconductors are fueling the current market rally2:20 Are stocks overvalued? 3:40 Can Bitcoin catch up to other assets?4:46 This is a commodity bull market7:00 The modern industrial revolution is happening 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

    10 min
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Five days a week, entrepreneur  and investor Anthony Pompliano breaks down the biggest headlines in finance, tech, and politics before it hits mainstream media.

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