From the Desk of Anthony Pompliano

For years, the Fed pointed to tariffs as a major driver of inflation. But Powell just admitted that wasn’t true. Tariffs didn’t cause prices to spike — money printing and unchecked government spending did. In this episode, I break down how the Fed misled the public on inflation (again!), why blaming tariffs was a convenient cover story, and what Powell’s admission means for financial markets going forward.0:00 Intro0:41 The Fed admits their mistake on inflation (again)5:15 Replacing The Fed with AI?9:05 Gold is having its best year since 197910:19 Interview with Jon Najarian at the Independent Investor SummitWatch On YouTube: https://youtu.be/jt-kh9BFtwoPomp 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

Stocks keep hitting record highs — and now even Wall Street’s harshest critics are admitting they were wrong. Famed hedge fund manager Mark Spitznagel built his fortune betting on crashes. But now, even he has turned bullish on stocks. One of Wall Street’s most famous bears is waving the white flag, joining a list of bears who have flipped as markets hit record highs. In this video, we discuss the data behind stocks record run and why there's STILL room to run. 0:00 Intro0:44 Wall Street permabull has finally turned bullish2:35 Stock market optimism is everywhere4:20 Shocking numbers about home affordability in America6:12 Interview with Tom Sosnoff at the Independent Investor Summit (why he's more cautious on US economy than most)Watch On YouTube: https://youtu.be/LSioOvROiWQPomp 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

Stocks are hitting fresh records every single day, and the reasons are crystal clear: the Fed is easing and the tech boom is in full swing. Years of easy money and dollar debasement are pouring liquidity into markets, while AI and big tech are delivering massive productivity gains and earnings growth. In this episode, I break down why these two forces are working together to push stocks to new highs, not just now, but for the rest of the year!0:00 Intro0:42 Why stocks are going higher from here4:47 Jordi Visser perfectly explains why investors are so bearish online7:40 Fourth turning isn't just a meme anymore 10:47 Interview with Gunjan Banerji about the rise of retail investorsWatch on YouTube: https://youtu.be/Mhrtuehsz0UPomp 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 said a recession was imminent, but stocks just ripped to fresh all-time highs. The S&P 500, Nasdaq, and Dow are all breaking records — and history says this rally isn’t done yet. Every time the market has gained 30% or more in five months, it kept climbing over the next year. Add in Fed rate cuts, AI-driven productivity, and strong earnings, and it’s clear the bulls are in control. In this episode, I break down why the bears were wrong again and why stocks look ready to push even higher from here.0:00 Intro0:38 No surprise, stocks have hit another all-time high 4:05 Interview with Dan Ives on state of the market and his favorite stocksListen 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 Fed cut rates again, but the real story is the chaos inside the group. Fed officials can’t agree on what to do next — some want to hike, others want to hold, a few want two more cuts, and one even wants five cuts before year-end. That level of disagreement shows how lost the Fed really is. Since 2000, interest rates have swung from 6% down to zero, back up over 5%, and now turning lower again — leaving businesses and investors struggling to plan around the volatility. In this episode, I break down the chaos that is The Federal Reserve. 0:00 Intro0:39 Jerome Powell doesn't get it2:22 Fed members aren't even close to agreement with each other3:49 Interest rates have fluctuated wildly since 20205:10 Trump takes victory lap on his economic performance8:15 Eric Jackson interview from the Independent Investor Summit 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 Fed finally cut rates, but... only by 25 basis points. Jerome Powell played it safe, and that’s a huge mistake. The labor market is weakening fast, the 2% inflation target has already been abandoned, and Treasury bonds are turning into one of the riskiest assets you can hold. In this episode, I break down why Powell’s tiny cut won’t fix the problems at hand, why the Fed is falling further behind the curve, and what this regime shift means for stocks, gold, and Bitcoin heading into year-end.0:00 Intro0:43 Instant reaction to The Fed's decision1:26 My case for a .50% interest rate cut4:45 How will markets react to a new Fed Chair announcement? 6:11 Darius Dale interview from the Independent Investor Summit  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 Federal Reserve is meeting today and tomorrow, and all eyes are on Jerome Powell. Markets are expecting just a 0.25% cut, but that won’t be nearly enough. After months of being behind the curve, the Fed has to prove it’s serious about supporting the labor market, fixing the housing crunch, and jumpstarting growth. In this episode, I explain why only a 0.50% cut can restore confidence and why Powell can’t afford to play it safe anymore.0:00 Intro0:36 How much will The Fed cut interest rates by?3:02 Why I think Bitcoin is gearing up for a big rally in the weeks to come6:35 Interview with Jordi Visser at the Independent Investor Summit 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 Fed is about to unleash a wave of liquidity, and that’s the fuel markets have been waiting for. After holding rates higher for longer, the central bank is now set to pivot with aggressive cuts, joining a global easing cycle that’s already in motion. Rate cuts mean cheaper capital, easier credit, and more money flowing into risk assets. In this episode, I break down why the Fed’s move is the key catalyst behind why stocks, gold, and Bitcoin could rip higher into year-end.0:00 Intro0:37 Markets are about to get crazy...1:41 Household net worth jumped $7 trillion in Q22:53 This bull market is NOT close to over3:13 What the looming interest rate cut will do to asset prices 7:27 Elon Musk bought $1 billion in Tesla stock8:32 Tariff fear mongering is officially overListen to From the Desk of Anthony Pompliano on:Subscribe on YouTube: https://youtu.be/R5np1iyKrzkPomp 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

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