Advertise on podcast: From the Desk of Anthony Pompliano

Bitcoin has been in a free-fall the past few months. At one point yesterday, it had fallen 50% from all-time highs. Everyone is asking me, is the Bitcoin experiment over? Why is it crashing so hard? Let's talk about it all on today's show. Listen to From the Desk of Anthony Pompliano on: Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503 Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D 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.com Join 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

If you've watched this show, you know I'm bullish on the US economy. I think GDP growth could be in the double digits like the Trump administration wants. But... here's something to consider: the stock market might not rise alongside the economy. Wait, what? That's right, on today's show, we go over a possibility that few investors are considering. 0:00 Intro 0:34 GDP up, stock prices down? 6:11 AI is eating software 8:46 The US dollar is hitting multi-year lows Listen to From the Desk of Anthony Pompliano on: Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503 Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D 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.com Join 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

All we hear about is how bad the economy is. How expensive everything is. That's the wide-held narrative right now. But the data is telling us the opposite. Data is saying the economy is re-heating, price are slowly, but surely, coming down, and tariffs are working. On today's show, I go over the latest data pointing toward an economy that's heating back up.  0:00 Intro 0:38 Narrative violation: tariffs are working  7:23 Elon Musk's SpaceX and xAI are merging 10:54 SBA goes too far with new loan policy for citizens and legal residents Listen to From the Desk of Anthony Pompliano on: Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503 Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D 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.com Join 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 announced Kevin Warsh as the next Fed chair once Jerome Powell's term is over. Metals and Bitcoin sold off on the news, which got a lot of people online thinking Warsh's policies are "hawkish." Are they though? That's what we get into today's show — a look at Warsh's views and early predictions for how he'll fare in the role.  0:00 Intro 0:36 Kevin Warsh will replace Jerome Powell as Fed chair 5:51 The three-headed deflationary monster is rearing its head 12:31 AI can make awesome movie trailers now Listen to From the Desk of Anthony Pompliano on: Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503 Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D 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.com Join 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

If it feels like gold and other precious metals are setting new all-time highs every single day, it's because they mostly are. They are on a generational run, so of course, I had to bring Peter Schiff on the show to do a victory lap. Peter is here to explain this generational move, why there's no top in sight, what else he's bullish on (spoiler: mining stocks), and yes, the underperformance of Bitcoin. This is a fun (and sometimes heated) convo, but Peter always brings it when I talk with him! Listen to From the Desk of Anthony Pompliano on: Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503 Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D 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.com Join 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

It's Fed Day! Jerome Powell decided to hold interest rates instead of cutting. We explain why this was a terrible decision.  Also on the show, the government is weakening the dollar on purpose to match the administrations economic goals, and why consumer sentiment data may be faulty. 0:00 Intro 0:38 Jerome Powell and the Fed are asleep at the wheel 3:46 The US government is weakening the dollar ON PURPOSE 7:03 Why the US economy needs AI to succeed 10:03 It's time to stop paying attention to consumer sentiment reports Listen to From the Desk of Anthony Pompliano on: Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503 Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D 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.com Join 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 current monetary system is a ticking time bomb — that's how Ray Dalio sees it. If you watch this show, you know we continuously talk about central banks devaluing their currency. In America. In Europe. In Japan. In China. Everywhere, all because countries need to service their growing debts. But Dalio thinks we're finally reaching a breaking point. We discuss it all on today's show! 0:00 Intro 0:41 Ray Dalio warns about the end of the current monetary system 2:37 The political order is breaking down too 4:46 Prices going up all the time is NOT the norm 6:08 Gold is sniffing out these changes  7:29 The next Fed chair could cut rates aggressively 10:19 More evidence that capitalism works Listen to From the Desk of Anthony Pompliano on: Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503 Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D 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.com Join 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

“Don’t fight the Fed” is advice investors have been drilled with for decades. But we’re seeing the framework break down in real time — and many still haven’t caught on. This one’s an important episode that I think will serve you well in this new financial environment. 0:00 Intro0:38 "Don't fight the Fed"4:06 The market is forcing the Fed's hand5:20 Metals keep ripping to new all-time highs9:57 CZ speaks at WEF in Davos12:17 CZ's advice to get richListen 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

Buying a home didn’t become impossible overnight — it broke slowly, through layers of friction, opacity, and a system that never evolved. Opendoor CEO Kaz Nejatian joins us on the show today to get real about what's wrong with housing in America (it's not just rates!) and how Opendoor is trying to modernize housing so transactions work more like today’s economy instead of one stuck decades in the past. 0:00 Intro 1:32 Welcome Kaz 3:39 Challenges in the Housing Market 8:19 Opendoor's Business Model 19:32 Building Trust and Accountability 26:59 A Heated Meeting at Facebook 28:13 Career vs. Job: Finding Fulfillment 28:36 Joining Opendoor: Betting on Myself 34:05 Kaz's Wife's Journey: From Journalist to Entrepreneur 35:54 Trump Administration Approach On Housing 43:35 AI and Reshoring Jobs 49:35 Lessons from the Military 51:23 Message to Retail Shareholders Listen to From the Desk of Anthony Pompliano on: Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503 Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D 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.com Join 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

Global elites are gathering once again at the World Economic Forum, and the message coming out of Davos is strikingly consistent. The old system is starting to fracture. Globalization is no longer delivering stability, central bank dominance is being questioned, and trust in institutions continues to erode. What's to make out of this soundbites? We get into it on today's show! 0:00 Intro 0:40 My thoughts on what elites at the World Economic Forum are saying 6:16 AI might cause a labor SHORTAGE  9:21 Why stablecoins are winning 11:28 Has Bitcoin become too institutionalized?  Listen to From the Desk of Anthony Pompliano on: Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503 Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D 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.com Join 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

Scott Bessent is calling for almost double-digit GDP growth this year. Maybe he'll end up being right, maybe he won't, but what matters more is they're telling you the economic plan: run the economy hot. As an investor, you should not fade that. On today's show, I tell you why and also what to own in this type of economy.  0:00 Intro 0:37 Scott Bessent lays out the current economic plan 3:42 Why is the Trump administration hellbent on acquiring Greenland? 6:08 My prediction on US-Greenland situation  7:41 The NYSE is tokenizing assets Listen to From the Desk of Anthony Pompliano on: Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503 Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D 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.com Join 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

Friend of the show, Ryan Detrick, is back to tell us how he's seeing financial markets in 2026. His big outlook: the market has more room to run. Ryan lays out why he's bullish on the global markets 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

Inflation this, inflation that. It's all we hear Jerome Powell and the media worry about. But here's the thing: a deflationary wave (prices coming down) is much more likely to occur than the opposite. We have multiple deflationary forces at play right now, including AI and robotics. This has the potential to catch a lot of people offside. Let's talk about what most investors and even the Fed is overlooking.  0:00 Intro 0:36 Deflation is more likely than inflation 5:55 AI is booming the economy 7:12 Apple partners with Google on AI 11:07 How and why GDP will accelerate  Listen to From the Desk of Anthony Pompliano on: Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503 Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D 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.com Join 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

Metals are in mania mode. Gold, silver, copper, nickel, and others are ripping higher and higher. But here's the thing: these metals have been around ages. So why are investors suddenly in love with them? Well, it's not just because a lost of trust in fiat currency. These metals also have a lot of industrial utility to them, including the AI buildout. We cover it all on today's show because this precious metals story has a lot of room to run still.  0:00 Intro 0:38 Inflation is cooling and the "experts" got it wrong (again!) 5:02 Gold hits a new all time high 6:00 All metals are ripping 8:03 Jenson Huang talks about a God AI Listen to From the Desk of Anthony Pompliano on: Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503 Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D 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.com Join 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 Department of Justice is investigating Jerome Powell on whether he mislead Congress on the costs for renovating the Federal Reserve building, which will run taxpayers a whopping $3 billion. No charges have been filed, but it's another chapter in the escalating Trump-Powell rivalry. On today's episode, I'll get into the specifics of the accusations and tell you who loses most when The Fed chair and President duke it out like this. 0:00 Intro 0:38 DOJ investigating Jerome Powell  5:04 My thoughts on Fed building renovation costs 9:16 Trump wants to cap credit card rates at 10% 12:14 What does it mean to "run the economy hot" and is that good? Listen to From the Desk of Anthony Pompliano on: Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503 Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D 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.com Join 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