From the Desk of Anthony Pompliano

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

Bitcoin is coming to your 401(k) — and this is a GAME-CHANGER! President Trump is preparing to sign an executive order that would allow Americans to hold Bitcoin and other crypto assets inside their retirement accounts. That unlocks access to a staggering $43 trillion in US retirement assets. To put it bluntly: this could be one of the biggest inflows of capital into crypto we’ve ever seen. In this episode, I get into the details of this seismic policy change! 0:00 Intro0:23 Bitcoin is coming to a 401(k) near you4:55 Student loans are a scam8:03 ChatGPT usage falls off a cliff without school in sessionListen 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

Explore the biggest investment idea poised to outperform for decades, focusing on the revitalization of American nuclear energy and the complexities of cryptocurrency. Discover the historical ties between central banking and warfare, revealing how financial institutions have funded conflicts. Delve into diverse economic perspectives that challenge personal beliefs, particularly around central banking's role in the economy. Learn about strategies to leverage ongoing government money printing for asset appreciation across categories like Bitcoin, gold, and real estate.

The US national debt keeps climbing and the dollar keeps weakening — but not every business or person is doomed. In this episode, I break down who will continues to thrive in a broken monetary system. If you want to protect your wealth in a debt-ridden world and survive currency debasement, start by owning these things.0:00 Intro0:31 The national debt continues to rip higher2:15 What assets to own to escape the dollar spiral4:04 Palantir and retail investors keep winning6:03 Interview with Nathan Halberstadt about Gen Z's economic strugglesListen 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’s chasing AI and hyped-up tech stocks, but... they’re all missing the overlooked investment theme driving it all. In this episode, I break down the one sector that powers EVERY major trend of the 2020s, but stunningly, still isn’t priced like it. From data centers to electric vehicles to robotics, nothing works without this.0:00 Intro0:28 Elon Musk gets a deserved and MASSIVE payday2:09 NVIDIA has made its employees millionaires many times over3:33 The best investment opportunity that NO ONE is talking about5:08 Interview with Heather Long on the state of the US economy 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 SEC just dropped a bombshell — the entire financial system is going on-chain. In a stunning reversal, regulators are now embracing blockchain as the future of finance with the SEC’s latest announcement of Project Crypto. How far we’ve come, huh? In this episode, I cover the 180-degree shift in narrative, plus details on the revolutionary project. 0:00 Intro0:30 Government data is COOKED2:22 Crypto is the future of finance6:05 Figma goes public and leaves employees holding th bagListen 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 is obliterating everything! S&P 500, gold, real estate — none have kept up with Bitcoin's monstrous returns over the last few years. That's why Bitcoin Rate of Return NEEDS to be the new benchmark for investment performance. Let me explain this brand-new concept (and why it's my company's new stock ticker).0:00 Intro0:29 Bitcoin's rate of return is the new benchmark5:42 Jerome Powell and the Fed doesn't get it7:11 Interview with Ori Eldarov, CEO of OffDeal — the world's first-ever AI investment bankDisclaimer: This content may reference ProCap Financial or its affiliates. Nothing shared is investment advice. Full disclaimer: https://columbuscirclecap.com/disclaimer/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