From the Desk of Anthony Pompliano

The current monetary system is a ticking time bomb — that's how Ray Dalio sees it. If you watch this show, you know we continuously talk about central banks devaluing their currency. In America. In Europe. In Japan. In China. Everywhere, all because countries need to service their growing debts. But Dalio thinks we're finally reaching a breaking point. We discuss it all on today's show!0:00 Intro0:41 Ray Dalio warns about the end of the current monetary system2:37 The political order is breaking down too4:46 Prices going up all the time is NOT the norm6:08 Gold is sniffing out these changes 7:29 The next Fed chair could cut rates aggressively10:19 More evidence that capitalism worksListen 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

“Don’t fight the Fed” is advice investors have been drilled with for decades. But we’re seeing the framework break down in real time — and many still haven’t caught on. This one’s an important episode that I think will serve you well in this new financial environment. 0:00 Intro0:38 "Don't fight the Fed"4:06 The market is forcing the Fed's hand5:20 Metals keep ripping to new all-time highs9:57 CZ speaks at WEF in Davos12:17 CZ's advice to get richListen 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

Buying a home didn’t become impossible overnight — it broke slowly, through layers of friction, opacity, and a system that never evolved. Opendoor CEO Kaz Nejatian joins us on the show today to get real about what's wrong with housing in America (it's not just rates!) and how Opendoor is trying to modernize housing so transactions work more like today’s economy instead of one stuck decades in the past.0:00 Intro1:32 Welcome Kaz3:39 Challenges in the Housing Market8:19 Opendoor's Business Model19:32 Building Trust and Accountability26:59 A Heated Meeting at Facebook28:13 Career vs. Job: Finding Fulfillment28:36 Joining Opendoor: Betting on Myself34:05 Kaz's Wife's Journey: From Journalist to Entrepreneur35:54 Trump Administration Approach On Housing43:35 AI and Reshoring Jobs49:35 Lessons from the Military51:23 Message to Retail ShareholdersListen 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

Elites at the World Economic Forum are sounding alarms about the fracturing of globalization and the decline of public trust in institutions. Discussions highlight how AI might create a labor shortage, raising concerns for entry-level workers amid automation. Stablecoins are gaining traction, with significant volume growth due to their convenience. The podcast also debates whether Bitcoin has become too institutionalized and explores contrasting views on the future of monetary systems, highlighting diverging opinions from prominent figures.

Scott Bessent predicts almost double-digit GDP growth, outlining an aggressive economic plan. The discussion includes why owning stocks, private tech, Bitcoin, gold, and commodities is crucial in a booming economy. The intriguing debate around the US acquisition of Greenland highlights its strategic importance. Lastly, the NYSE's launch of a 24/7 tokenized-assets platform signals a significant shift in market dynamics, blending traditional finance with the burgeoning world of digital assets.

Friend of the show, Ryan Detrick, is back to tell us how he's seeing financial markets in 2026. His big outlook: the market has more room to run. Ryan lays out why he's bullish on the global markets 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

Inflation this, inflation that. It's all we hear Jerome Powell and the media worry about. But here's the thing: a deflationary wave (prices coming down) is much more likely to occur than the opposite. We have multiple deflationary forces at play right now, including AI and robotics. This has the potential to catch a lot of people offside. Let's talk about what most investors and even the Fed is overlooking. 0:00 Intro0:36 Deflation is more likely than inflation5:55 AI is booming the economy7:12 Apple partners with Google on AI11:07 How and why GDP will accelerate 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

Metals are seeing unprecedented highs, with gold reaching a new peak. The resurgence is fueled by a mix of lost faith in fiat and rising industrial demand, particularly for copper and nickel. There's a compelling discussion on how personal inflation might diverge from official measures, challenging common perceptions. AI's rapid development also comes into play, hinting at a future where specialized models could lead to advanced capabilities. This conversation highlights the ongoing metals mania and its implications for investors.

The Department of Justice is investigating Jerome Powell on whether he mislead Congress on the costs for renovating the Federal Reserve building, which will run taxpayers a whopping $3 billion. No charges have been filed, but it's another chapter in the escalating Trump-Powell rivalry. On today's episode, I'll get into the specifics of the accusations and tell you who loses most when The Fed chair and President duke it out like this.0:00 Intro0:38 DOJ investigating Jerome Powell 5:04 My thoughts on Fed building renovation costs9:16 Trump wants to cap credit card rates at 10%12:14 What does it mean to "run the economy hot" and is that good?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

The discussion dives into the U.S. geopolitical interests in Venezuela, Greenland, and beyond. Curious revelations suggest that Venezuela may have converted looted assets into Bitcoin, prompting debates about crypto control. The potential market implications of regime change are highlighted, showcasing rising stocks and oil services post-Maduro. Statistically underpinned arguments compare capitalism and socialism, showcasing the advantages capitalism has provided in places like Poland. Entrepreneurial spirit emerges as the key to prosperity, as value creation is championed.