From the Desk of Anthony Pompliano

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

A new study shows entry-level workers are getting hit hardest by AI with a 13% drop in employment for people ages 22 to 25 in the most exposed jobs. Software developers, customer support, clerical roles, and media workers are all taking the biggest hit. But... there’s also a huge opportunity for these workers. AI has lowered the barriers to starting a business, building products, and making money online. In this episode, I break down the data on how AI is reshaping the job market and explain how young people can not just adapt, but THRIVE in this new environment. 0:00 Intro0:44 Young people are getting smoked in the job market thanks to AI3:00 Compete don't complain because work opportunities are STILL abundant4:11 Retail wins again with Cracker Barrel rebrand6:58 Why Bitcoin's price is strugglingListen 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

Is the United States starting to run like a business? The government just took a 10% stake in Intel WITHOUT spending a dime. Donald Trump also removed Fed governor Lisa Cook — the first time in history a president has fired a Federal Reserve official — another move that looks more like a CEO cleaning house than a politician at work. In this episode, we break down why the White House is operating more like a company and what this new dealmaking mentality means for America.0:00 Intro0:40 The US Government takes an ownership stake in Intel5:15 Trump fires Lisa Cook from the Fed7:02 Jeff Park tells us why volatility is good for Bitcoin11:25 NVIDIA now makes brains for humanoid robotsListen 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