From the Desk of Anthony Pompliano

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

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