From the Desk of Anthony Pompliano

All the biggest names in finance — Paul Tudor Jones, Jamie Dimon, and Ray Dalio — are ultra bullish on markets. They’re calling this moment the start of another major run. But when every Wall Street legend starts saying the same thing, that’s exactly when you should be cautious. In this episode, I break down what these Wall Street legends are saying and how to stay smart when everyone else is partying like it’s 1999.Watch & Subscribe on YouTube: https://youtu.be/HTRkY6gCiR8Pomp 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

Institutional money is moving far, far away from the dollar. As trust in governments and central banks continues to erode, big-money investors are quietly rotating into Bitcoin as a hedge against debasement and political risk. This is great rotation of our generation. In this episode, I break down big money is FINALLY waking up to Bitcoin’s potential and how you too can position yourself before it’s too late.0:00 Intro0:38 Asset appreciation because of institutional erosion 4:05 I got grilled on Squawk Box about Bitcoin12:01 Interview with Alex Sheih about the DOGE for private companies 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

Global debasement is accelerating. Central banks are cutting rates, governments keep spending, and every major currency is losing value in real time. That’s the perfect setup for Bitcoin through the rest of the year (and beyond). In this episode, I explain why the world’s race to devalue money is fueling Bitcoin’s next big move, and why traditional assets can’t keep up in this kind of environment.0:00 Intro0:37 Bitcoin is THE best debasement trade of all 5:42 Bitcoin's catalysts for the rest of 20259:58 Optimus robots can fight 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

Every time stocks hit new highs, the bears scream “bubble.” But one of the best traders on Wall Street, Warren Pies, says that’s the wrong way to look at today’s market. With the Fed fueling a new era of currency debasement, equities have become a go-to inflation hedge alongside gold, Bitcoin, and real estate. In this interview, Warren explains why the market is NOT in bubble territory and how why the S&P 500 could still has plenty of room to run.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

Everyone warned that a government shutdown would wreck the markets — but the opposite happened. Stocks bottomed right as the shutdown began and have been ripping higher ever since. Bitcoin followed the same playbook, shrugging off Washington drama and proving again that liquidity and momentum matter more than political theater. In this episode, I break down why markets didn’t care, what’s really driving stocks and Bitcoin higher, and why betting on fear narratives is almost always the wrong move.0:00 Intro0:45 Markets do NOT care about the government shutdown5:38 Stimmy checks invested into Bitcoin was a 20X6:27 Interview with Ryan Detrick about the market 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

Dave Mazza, CEO of Roundhill Investments and ETF industry expert, shares his insights on the booming ETF market. He highlights how concentrated market leadership in sectors like AI and semiconductors shapes capital flows. Mazza breaks down the unique structures of thematic and income-focused ETFs, including the innovative XDIV, which enhances tax efficiency by avoiding dividends. He also discusses the robust performance of the 'Magnificent Seven' and what to watch for among emerging contenders like Broadcom and Oracle.

Gold isn’t just ripping right now — it’s ushring in a new era. Central banks are buying at record levels, investors are searching for safety as currencies debase, and global liquidity is setting the stage for gold to go higher from here. In this episode, I explain why the bull run in gold may only just be getting started.0:00 Intro0:45 Gold is on an absolute heater4:46 Is the Bitcoin 4-year cycle still a thing?6:59 Interview with Raunaq Singh about making housing affordable again (he has a genius idea)Watch & Subscribe on YouTube: https://youtu.be/SCzrtwlRNwIPomp 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

As Q4 approaches, the market is poised for a spectacular rise, historically known for strong performance. The analysis draws parallels between the current bull market and historic trends, highlighting factors like Fed rate cuts boosting equities. Gold is set for a resurgence as central banks increase their holdings, while Bitcoin emerges as the prime AI trade, potentially benefiting from tech advancements. Expect October's volatility to challenge investors, but prepare for significant gains as monetary strategies shift.

Dave Moss, an executive at Roundhill Investments, dives into the transformative potential of humanoid robots as an investment opportunity. He outlines how these 'infinite labor machines' could reshape the global economy. The discussion touches on the dynamics of winner-take markets, highlighting how a few leading companies dominate gains. Moss also elaborates on ETF strategies for diversifying investments and shares insights on upcoming winners beyond the MAG7, including notable firms like Broadcom and Oracle.

The biggest question in financial markets right now is simple: should you be bullish or bearish? Stocks keep hitting record highs, liquidity is flooding the system, and the Fed is beginning to ease. At the same time, Bitcoin is selling off and stocks look exhausted. So where to go from here: higher or lower? In this episode, I look into the case for both sides, before digging into the data to REALLY tell us what's next for stocks and Bitcoin. 0:00 Intro 0:42 Should you be BULLISH or BEARISH right now?4:53 The US government is becoming an economic actor for the first time in a long time7:55 Treasury companies now own more Bitcoin than ETFs9:04 How will Bitcoin's price react to looming rate cuts9:48 End of the 4-year cycle? 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