Podcast · 196 episodes
From the Desk of Anthony Pompliano
by Anthony Pompliano · English
Five days a week, entrepreneur and investor Anthony Pompliano breaks down the biggest headlines in finance, tech, and politics before it hits mainstream media.
Latest episodes
The STRENGTH Of The US Dollar Will SEND STOCKS MUCH HIGHERArgues the US dollar will strengthen and “send stocks much higher,” countering claims of dollar collapse and BRICS de-dollarization.25 Jun 2026 · 8 min
Is This The Start Of A Summer Market Sell-Off?Regime shift after Kevin Warsh becomes Fed chair; how falling inflation expectations affect rates, stocks, and recession odds; whether an “AI CapEx” trade can persist; implications for MAG7 vs…24 Jun 2026 · 26 min
Should You Sell Your UNDERPERFORMING Mag 7 Stocks?Whether to sell “underperforming” Mag 7 stocks amid market weakness, inflation/AI capex uncertainty, and ongoing Fed/government stimulus; plus a political-economy discussion about taxes, retiree…22 Jun 2026 · 12 min
All episodes
The STRENGTH Of The US Dollar Will SEND STOCKS MUCH HIGHERArgues the US dollar will strengthen and “send stocks much higher,” countering claims of dollar collapse and BRICS de-dollarization.25 Jun 2026 · 8 min · 5 chapters
Is This The Start Of A Summer Market Sell-Off?Regime shift after Kevin Warsh becomes Fed chair; how falling inflation expectations affect rates, stocks, and recession odds; whether an “AI CapEx” trade can persist; implications for MAG7 vs…24 Jun 2026 · 26 min · 10 chapters
Should You Sell Your UNDERPERFORMING Mag 7 Stocks?Whether to sell “underperforming” Mag 7 stocks amid market weakness, inflation/AI capex uncertainty, and ongoing Fed/government stimulus; plus a political-economy discussion about taxes, retiree…22 Jun 2026 · 12 min · 5 chapters
I BATTLED Peter Schiff Over Gold Vs. Bitcoin On National TVAnthony Pompliano debates Peter Schiff on Fox Business about gold vs Bitcoin, arguing Bitcoin’s long-term returns and volatility versus Schiff’s claims that Bitcoin is a “bubble”/Ponzi-like asset and…16 Jun 2026 · 12 min · 8 chapters
Elon Musk Is Worth $1 Trillion And Is Still UNDERPAIDElon Musk’s SpaceX IPO and why the episode argues Musk is “underpaid” despite becoming the world’s first official trillionaire, using market-cap, inequality critiques, and government-contract claims.15 Jun 2026 · 14 min · 7 chapters
Should You Buy SpaceX Stock?Whether to buy the SpaceX IPO, valuing it around 95x current sales at about a $1.7T valuation, and weighing narrative vs historical IPO performance.12 Jun 2026 · 8 min · 4 chapters
Inflation HITS A 3-Year HIGH! But Here's Why The Economic Data Does NOT Really MatterThe episode argues that May U.S. inflation hit 4.2% YoY (3-year high) but the “data” won’t drive public sentiment; affordability matters more than CPI math.11 Jun 2026 · 13 min · 4 chapters
Bitcoin Is CRASHING AGAIN! Buy The Dip Or Is It Truly Over?Bitcoin’s sharp drop (around $126k all-time high down to ~$62k) and whether it signals “buy the dip” opportunity; explanation is capital rotation from crypto into public equities, plus a pivot to…4 Jun 2026 · 12 min · 6 chapters
The Smart Money Is BULLISH On These Two UNDERVALUED AI StocksBullish on AI stocks tied to underappreciated compute infrastructure and upcoming IPOs; argues there’s “too much demand, not enough supply,” so no AI bubble.2 Jun 2026 · 9 min · 5 chapters
The BEST WAY To Compound Your Money Into MILLIONS Right NowHow to compound capital amid “AI-driven” market forces; a framework of five “forces of abundance” (intelligence, earnings, dollars, risk-taking, time) plus debate over true inflation and dollar…1 Jun 2026 · 14 min · 7 chapters
The Worse The Economy Feels, The More Stocks Rip Higher (Mega-BULLISH Signal)Explains why U.S. stocks keep making new highs while Michigan consumer sentiment hits record lows, arguing the economy is bifurcated: asset owners benefit as the “K-shaped” consumer economy hollow…27 May 2026 · 10 min · 5 chapters
Stocks Are Rising Because Earnings Are Exploding! This Rally Has Room To RunThe episode argues stocks are rising because earnings are accelerating faster than prices, making equities “cheaper,” and that the bull market has room to run.26 May 2026 · 26 min · 10 chapters
Why The AI Trade Is STILL EARLY And Not Topping SoonArgues the “AI trade” is still early, not topping soon, because countries are building long-term AI infrastructure (energy, data centers, compute) and investors should focus on the trend rather than…19 May 2026 · 7 min · 6 chapters
Inflation Is Rising, Stocks Keep Rallying — How Long Can This Last?April U.S. PPI inflation jumped 1.5% month over month, described as the biggest rise since March 2022, with import-driven inflation and a possible return to 1970s-like cycles.14 May 2026 · 10 min · 6 chapters
GameStop CEO Ryan Cohen Wants To Takeover And Transform eBayRyan Cohen (GameStop CEO) discusses GameStop’s turnaround at 1,600 U.S. stores and his plan to acquire eBay, merge the businesses, and install himself as CEO to drive profitability and growth.13 May 2026 · 32 min · 17 chapters
Inflation Hits 3-YEAR HIGH! Will This End The Bull Run?April CPI inflation jumped to a 3-year high, driven mainly by energy/gas prices amid war-related oil shocks and lingering tariff/commodity shortages; debate centers on whether this spike will end the…12 May 2026 · 11 min · 5 chapters
Stop Worrying About A "Bubble" Or You'll Miss The Bull Run Of Our LivesThe episode argues the “bubble” narrative is wrong and that fundamentals—especially AI-driven demand for compute—are driving a sustained bull market.11 May 2026 · 9 min · 6 chapters
The Smart Money Thinks This Could Become A HISTORIC BULL RUNArgues the AI-driven stock rally could become a historic bull run, citing concentrated mega-cap leadership, booming IPO/private-market activity, and persistent shortages in compute, power, chips, and…8 May 2026 · 10 min · 5 chapters
Volatility Is Good! It's Why Stocks And Bitcoin Will Go HigherThe episode argues that market volatility is beneficial and that stocks—especially AI-linked sectors—and Bitcoin will continue rising despite “overvaluation” fears.5 May 2026 · 10 min · 3 chapters
Stocks Keep PRINTING ALL-TIME HIGHS And It's NOT Stopping Anytime SoonThe episode argues the US stock market is hitting repeated all-time highs despite geopolitical risks, attributing resilience mainly to AI-driven optimism and deflationary expectations.1 May 2026 · 19 min · 10 chapters
Will The Fed Cut Interest Rates Now That Jerome Powell Is Leaving?Whether the Fed will cut interest rates after Jerome Powell steps down as chair; focus on FOMC dissent and market-implied odds of hikes vs cuts.30 Apr 2026 · 10 min · 6 chapters
Paul Tudor Jones Issues Major WARNING For InvestorsPaul Tudor Jones warns investors U.S. stock returns may be flat for the next decade, arguing equities are “over-equitized” and highly leveraged versus GDP (252% vs 65% in 1929).29 Apr 2026 · 11 min · 6 chapters
I Was Completely WRONG About AI (Shocking Truth)The host says he was “completely wrong” about AI’s job impact and adoption, arguing AI will increase hiring and productivity, while layoffs are blamed on over-hiring/under-management.28 Apr 2026 · 11 min · 5 chapters
This Is A GENERATIONAL BULL MARKET! Stocks Are NOT Topping SoonArgues markets are in a “generational bull market,” not a near-term stock top, driven by tech momentum (especially semiconductors), improving earnings, and supportive central-bank policy; also claims…27 Apr 2026 · 10 min · 5 chapters