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
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