From the Desk of Anthony Pompliano

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 Intro0:42 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 203010:47 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/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

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 Intro0:43 Company valuations are being redefined4:19 Interview with congressman Jim Himes about the state of AmericaListen 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

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 Intro0:44 Everything is speculation but don't blame speculators5:05 JP Morgan study shows how much the average investor underperforms5:42 Youth unemployment is becoming a generational crisis7:14 Humanoid robots do laundry 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

In this discussion, Eric Jackson, founder of EMJ Capital and advocate for Opendoor's growth, dives into the current state of the U.S. stock market. He questions whether we're facing a bubble and highlights that dominant companies are attracting real investment, not just hype. Jackson also addresses Opendoor's leadership shake-up and its innovative approach to home selling amidst rising interest rates. The talk includes insights on government intervention for economic disparities and the role of AI in shaping future market trends.

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 Intro0:41 Scott Bessent gives mixed signals about buying Bitcoin for reserve  2:43 Opendoor CEO shockingly resigns 7:00 First-ever humanoid robot games in ChinaListen 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 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 Intro0:48 The stock market is more overhauled than it was at the height of the dot com bubble3:26 Chipotle, CABA, and SweetGreen are all struggling 5:15 Meet 15-year-old wonderkid investor Amir FischerFrom the Desk of Anthony Pompliano on Youtube: https://youtu.be/BWg7JDopDfUPomp 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 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 Intro0:44 Volatility is coming... are you ready?2:08 Tariff revenue could end up being 1% of GDP3:14 Do NOT fight technological innovation4:56 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/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

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/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

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 Intro0:28 Top signals? Data tells us not even close3:07 Jordi Visser tells us why macro investors and economists have been so wrong this year7:38 Internet-native people are upending the world of financeListen 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

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 Intro0:28 Bitcoin is no longer volatile, but that doesn't mean it's not going up3:38 Humanoid robots cure your bedside hangovers now6:02 Interview with Joe Pompliano about ESPN's big acquisitions of NFL TV assets and WWE Premium Live EventsListen 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