From the Desk of Anthony Pompliano

The latest inflation data is in — and surprise, surprise, it’s flat (doomers were wrong again!). Seriously, zero inflation growth. But despite this, the Fed is still sitting on its hands and not cutting interest rates. In this episode, we break down the cold inflation numbers, why the Fed keeps stalling on rate cuts, and what it means for markets in the second half of the year.0:00 Intro0:33 Inflation data is freezing cold1:49 What lower inflation means going forward3:38 Home Depot co-founder is BEYOND bullish on America's future6:08 The US economy has completely flipped in 35 years timeWatch From the Desk of Anthony Pompliano on the audio platform of your choice:https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Pomp 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/

Bitcoin isn’t just winning — it’s absolutely dominating. The data is in, and no other major altcoin even comes even close to Bitcoin. While Ethereum, Solana, and the rest are still chasing their old highs, Bitcoin keeps smashing past all time highs. In this episode, we break down the numbers that prove Bitcoin is leaving all other assets in the dust.0:00 Intro0:27 Inflation coming back? The data says the opposite2:52 Bitcoin is in a class of its own5:08 AI innovation continues to accelerate 9:12 Bitcoin and the US dollar can BOTH winWatch From the Desk of Anthony Pompliano on the audio platform of your choice:https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Pomp 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

We're officially in price discovery mode for Bitcoin, which is now hovering around $120,000. If recent history is correct, then Bitcoin's current run might not stop until the $140,000 range. Let's discuss what's fueling Bitcoin's breakout and why there's more room to run.0:00 Intro0:26 $140K Bitcoin on the way?2:29 How options expiring and shorts led to Bitcoin breakout6:03 Gold has smoked the stock market in gains this century7:05 Retail investors are not slowing downWatch From the Desk of Anthony Pompliano on the audio platform of your choice:https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Pomp 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. Stocks. Gold. Everything just hit new all-time highs — and there’s no stimulus, no rate cuts, and still trillions of dollars sitting on the sidelines. Welcome to the new normal: up and to the right. In this episode, we get into why endless money-printing will only continue to melt up markets and how you can position yourself to thrive in this new world. Watch From the Desk of Anthony Pompliano on the audio platform of your choice:https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Pomp 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 just broke all-time highs — again. But the story isn’t just price action. It’s about asymmetric upside, unmatched risk-adjusted returns, and unstoppable momentum in a world still addicted to cheap debt and money printing. In this episode, we break down why Bitcoin remains the best bet in the market even at prices we dreamed about just a few years ago.0:00 Intro0:28 Narrative violation — tariffs are NOT inflationary 1:57 Bitcoin is the complete package asset to own (and it's not changing anytime soon)3:41 Waymo's are going to take over the world5:55 More evidence humanoid robots will be in our lives sooner than you thinkWatch From the Desk of Anthony Pompliano on the audio platform of your choice:https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Pomp 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

Recessions used to be a natural part of the economic cycle — but not anymore. The Fed, the Treasury and the administration have effectively barred them. They will cut rates, print money, and do whatever else it takes to prop up markets and the economy. In this episode, we break down why the old rules no longer apply and what it means for investors going forward.0:00 - Intro0:28 - US recessions are no longer allowed1:49 - Bitcoin supply is running low on exchanges and OTC desks3:08 - Bitcoin continues to invade Wall Street5:47 - Current state of residential real estate in AmericaWatch From the Desk of Anthony Pompliano on the audio platform of your choice:https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Pomp 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 there any end in sight to the markets rally? It doesn't look like it. With stocks up 13 of the last 15 weeks, momentum is building fast. July is historically one of the strongest months post-election, and the setup for the rest of 2025 looks just as explosive. Ryan Detrick, Chief Market Strategist at Carson Group, joins the show to explain why the market is going higher. 0:00 Intro0:27 Retail investors are setting records left and right2:21 Ryan Detrick Interview: Assets will continue to skyrocket through 2025Watch From the Desk of Anthony Pompliano on the audio platform of your choice:https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Pomp 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 U.S. dollar just had its worst start to a year in decades — down over 10% and written off by most of the market. But… that might be exactly the trap. With Jerome Powell signaling rate cuts soon, a violent dollar reversal could be brewing. In this episode, we break down why the dollar may have bottomed, how a comeback could hit fast, and why global markets aren’t ready for what comes next.0:00 - Intro0:27 - The dollar is down, but it's not out2:29 - The Fed might be setting the stage for the dollar's violent comeback4:56 - BlackRock is making more money off its Bitcoin ETF than the S&P ETF6:48 - The market humbles everyone, even all-time greats like Stanley DruckenmillerWatch From the Desk of Anthony Pompliano on the audio platform of your choice:https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Pomp 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 US dollar is being systematically debased — and it’s not slowing down anytime soon. Money supply, debt levels, it's all going up and to the right. In this episode, I break down why dollar debasement is the MOST important trend of the next decade, and what you can do to avoid the dollar destruction that's coming. 0:00 - Intro0:27 - The US dollar is in an internal bear market3:53 - Zuck is paying AI engineers more than star athletes6:40 - My interview with Binance'z CZWatch From the Desk of Anthony Pompliano on the audio platform of your choice:https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Pomp 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

Donald Trump wants to replace Jerome Powell — and he’s not waiting for 2026, when the Fed chair’s term ends, to start the pressure campaign. Names are already being floated for a successor, and if that person is chosen this year, it could create a “shadow Fed.” In this episode, we break down what that means, how it could shift rate policy, and why markets are watching closely.0:00 Intro0:28 All-time investor recommends 10-40% Bitcoin portfolio allocation 10:22 Trump could create a "shadow Fed" to lower interest rates 7:22 Will Trump actually deport Elon Musk?10:01 Jeff Bezos went CHEAP on his weddingWatch From the Desk of Anthony Pompliano on the audio platform of your choice:https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Pomp 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