From the Desk of Anthony Pompliano

Move over Elon Musk, Larry Ellison is the new the richest man on the planet. How did he do it at the ripe age of 81? For more than a decade, Ellison has been quietly increasing his stake in Oracle through one of the most aggressive buyback programs in history, boosting Ellison’s ownership from 27% to 43%. That single strategy, combined with Oracle’s explosive growth in AI and cloud, just turned his stake into more than $400 billion. I explain the genius strategy in today's episode!0:00 Intro0:23 Jordi Visser perfectly explains why there's NO possibility of a recession in the United States 3:01 Larry Ellison passes Elon Musk as world's richest man3:51 Opendoor's new CEO has a $1 salary, but an INSANE incentive packageListen 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 just pulled off one of the most successful activism campaigns in recent history at Opendoor. In just 60 days, the retail army forced out the old CEO, stopped management from dumping stock, installed a new CEO with proven tech experience, and got the company’s co-founders back on the board. The result? A leaner, more focused Opendoor that looks primed for a massive comeback. In this episode, I break down how retail investors changed the future of the company — and what it could mean for Opendoor’s stock price from here.0:00 Intro0:35 Opendoor is on the up and up — thanks to retail investors4:49 Analyzing the latest inflation data7:03 My thoughts on Charlie Kirk and 9/11 anniversaryListen 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

Bitcoin may be down slightly in the past month, but history and market setup point to a STRONG fourth quarter. Fundstrat’s Tom Lee explained that crypto is extremely sensitive to monetary policy, and with the Fed set to cut rates in September, Bitcoin could see a massive move higher into year-end. At the same time, Ethereum and Solana are primed to go higher thanks to brand-new treasury companies gobbling up its supply. In this episode, I break down why crypto could be the best bet for the rest of 2025! 0:00 Intro0:38 Do NOT get bored by Bitcoin's recent price action2:52 Ethereum and Solana are primed to go higher6:06 Warren Buffett's theory for investing is finished8:08 The paradigm shift in financial markets (and central banking)11:26 More bad news for the American job marketListen 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 bears keeps calling for a recession, but the data tells a completely different story. AI is driving record productivity gains, corporate profits are hitting all-time highs, and the Fed is about to juice markets with fresh rate cuts. Jobless claims remain stable, GDP growth is strong, and the odds of a recession have collapsed from 65% just a few months ago to only 8% today. In this episode, I break down why the U.S. economy is running too hot for a recession.0:00 Intro0:38 Bears are overreacting to the recent weak jobs report2:59 33% of states are in recession territory5:07 Jordi Visser has the data to prove a recession is NOT coming8:07 Advice for young students from Alex Karp and Vivek RamaswamyListen 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 latest jobs report was a total DISASTER. The U.S. economy added just 22,000 jobs in August. Blue-collar growth has stalled, construction and manufacturing are bleeding jobs, and white-collar layoffs are spreading. The Fed should have started cutting rates months ago, but now they’re trapped behind the curve AGAIN. In this episode, I explain why the labor market collapse means the Fed can’t play small ball — they need a drastic cut, at least 75 or even 100 basis points, to prevent the slowdown from spiraling.0:00 Intro0:43 Employment is falling off a cliff 2:16 The Fed needs to act fast and big4:59 My theory on the "crazy uncle" market we're currently in7:05 Elon Musk could get a $1 trillion incentive packageListen 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

Bitcoin adoption is no longer just about retail investors — corporations are now driving the bull market. A new report shows that business inflows into Bitcoin in the first eight months of 2025 have already surpassed all of 2024 by $12.5 billion. Publicly traded treasury companies now account for more than 70% of purchases. In this episode, I break down why businesses are racing to convert cash into Bitcoin, and why this trend is only getting STARTED!0:00 Intro0:40 Corporations can NOT stop buying Bitcoin 4:47 Inflation is the silent thief of Americans9:28 Darius Dale says The Fed is all wrong about inflationListen 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

"Seasonality" tells us that September is typically a down month for financial markets, but I think this  year could be different. Stocks, gold, and Bitcoin all have powerful tailwinds lining up at the same time — looming rate cuts, bad investor sentiment, and more. In this episode, I explain why history might not repeat this time, and why September could turn into a breakout month across every major asset class.0:00 Intro0:50 September will be an UP month3:52 Why American capitalism WORKS8:04 Polina Pompliano details Saquon Barkley off-the-field success in investingSubscribe To YouTube: https://youtu.be/IxsdWibrurQPomp 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 world is changing under our feet. First, world central banks are gobbling up gold. Gold now makes up 24% of international reserves, its highest share in 30 years, while the U.S. dollar’s share has dropped to its lowest level since the 1990s. At the same time, world leaders from India, Russia, and China are openly aligning in ways that could accelerate a multipolar world order. In this episode, I break down why gold has become the asset of choice for governments and how this shift could mark the beginning of a NEW global order.0:00 Intro0:40 There's a new world order brewing...6:04 Wall Street can't enough of stablecoins7:59 Interview with Jeremy Levine about the rise of prediction marketsListen 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

After years of SOARING prices, home values are starting to slip — with four straight months of declines. Builders in hot markets like Florida, Texas, and Arizona are now cutting prices outright, a move they’ve avoided for years. At the same time, existing home sales remain stuck near 40-year lows, and both buyers and sellers are frozen out by high mortgage rates. In this episode, friend of the show, Lance Lambert, break down why the housing market is finally showing cracks, what’s driving the slowdown, and whether home prices have further to fall.Subscribe To YouTube: https://youtu.be/3fPWFbV0QyI 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.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 

For the first time since 1996, foreign central banks now hold more gold than US Treasuries. They’re dumping paper assets that can be printed at will, seized by the American government, and guaranteed to lose money in real terms — and instead, they’re buying hard assets. In this episode, I break down why central banks are making this historic shift and why Bitcoin is likely next in line to join their reserves. Sound money is back, and the world’s most powerful banks know it.0:00 Intro0:44 Foreign central banks are stacking hard assets3:35 Bitcoin's bull run is NOT over4:36 Ryan Detrick is STILL bulled up for the rest of 2025Listen 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