From the Desk of Anthony Pompliano Is This A Market CRASH Or Just A Bull Run CORRECTION?
Nov 21, 2025
Markets are experiencing a major sell-off, prompting fears of a crash. The discussion dives into historical patterns following similar downturns, revealing surprising insights. Elon Musk’s bold claim that AI could solve poverty takes center stage, alongside an analysis of Bitcoin's unprecedented drop in market confidence. With seasonal trends suggesting potential rebounds, experts weigh in on whether this is a temporary correction or a sign of a deeper market issue. Insights on volatility and timing add depth to the ongoing economic narrative.
AI Snips
Chapters
Transcript
Episode notes
Volatility Driven By Sentiment, Not Single News
- Markets showed extreme volatility without a clear catalyst, signaling sentiment-driven moves.
- A VIX spike and heavy volume reflect fear rather than a single fundamental shock.
Buy Into Drawdowns With Discipline
- Buy during drawdowns while the 'knife' is still falling, but do so carefully.
- Use dollar-cost averaging and disciplined analysis to accumulate at lower prices.
Act Before Uncertainty Fully Resolves
- Don't wait for uncertainty to fully resolve before buying, because prices will rebound.
- Prepare to catch falling knives by sizing positions and maintaining conviction through analysis.