Podcast · 196 episodes
From the Desk of Anthony Pompliano, page 2
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.
All episodes, page 2
New Fed Chair Kevin Warsh Says Deflation, Rate Cuts Are ComingThe episode argues that tariffs and other shocks won’t cause high inflation; instead, deflation is the bigger risk.23 Apr 2026 · 11 min · 5 chapters
Stocks, Economy Will Keep Climbing The Wall Of Recession FearsPhil Rosen discusses how ProCap Insights’ agentic AI analyzes prediction markets (Cauchy), credit spreads, equity implied options, and other data to argue recession fears are overstated and stocks…22 Apr 2026 · 14 min · 5 chapters
Stocks Could Go On A HISTORIC RALLY From Here (RARE SIGNAL Just Fired)Argues markets are set for a historic rally as the “street” reopens after war-related risk fades, Strait of Hormuz commercial passage is declared open, oil crashes, core inflation falls, and a fast…17 Apr 2026 · 10 min · 5 chapters
AI Agents Can Now Help You Pick The Best Stocks And CRUSH The MarketProCap Insights, an “army of AI agents” that scans real-time financial data, pressure-tests competing interpretations, and writes actionable stock research reports aimed at generating alpha and…8 Apr 2026 · 20 min · 9 chapters
Bitcoin Is The Only Asset Holding Up Right Now... Has It Bottomed?During the Iran conflict, Bitcoin is described as the “shining light” while stocks, bonds, gold, and silver fall; the episode argues Bitcoin may have bottomed, volatility has compressed, and bullish…7 Apr 2026 · 9 min · 7 chapters
Buying Stocks Right Now Feels Scary... But That's The BEST SETUPStocks may be a good buy despite fear; the episode argues the Iran conflict and higher oil prices won’t break the U.S. economy because the U.S.6 Apr 2026 · 13 min · 5 chapters
Buying Opportunity Of The Year? Why S&P Could Finish 2026 Up 10%Market pullback and whether it’s a buying opportunity, with a 2026 S&P 500 upside case; portfolio positioning across equities, inflation/energy, rates, gold/commodities, and geopolitics; Fed and…1 Apr 2026 · 19 min · 12 chapters
Now Is NOT The Time To Panic! Why I’m BULLISH Stocks StillThe episode argues investors shouldn’t panic about a stock sell-off, claiming the drop is driven by short-term oil/war headlines (Iran, Strait of Hormuz) rather than long-term fundamentals.31 Mar 2026 · 11 min · 6 chapters
Bears Are WRONG About The Software Stock Sell-Off! Here's The REAL DataArgues the “SaaSpocalypse” sell-off in software stocks is an overreaction; the sector is evolving via AI monetization and consumption/outcome pricing, not collapsing.30 Mar 2026 · 11 min · 9 chapters
Recession Odds Are Rising... But A 2008-Level Crash Is NOT HappeningRising recession odds (12-month forecasts up to ~48.6%) amid geopolitical risk, oil spikes, stagflation fears, and labor-market strain; argues a 2008-style crash is unlikely because the Fed can…25 Mar 2026 · 9 min · 5 chapters
FULL INTERVIEW: He Started A $5 Million Company With No EmployeesBen Cera explains Pulsia, an “AI co-founder” that runs businesses autonomously using AI agents.24 Mar 2026 · 31 min · 15 chapters
Bitcoin Keeps Outperforming Other "Safe Haven" AssetsHow the Iran conflict is reshaping “safe haven” markets—U.S. Treasuries and gold are falling while Bitcoin outperforms—plus expectations for what happens if the war ends.23 Mar 2026 · 9 min · 6 chapters
The AI TSUNAMI Is Here! Peter Diamandis Explains What Assets Go Up Most In This AgeIn this episode, Anthony Pompliano converses with Peter Diamandis, an influential thought leader in artificial intelligence and related technologies.19 Mar 2026 · 45 min · 21 chapters
Is This The Next Big Crisis For Markets And Global Economy?In this episode, Anthony Pompliano interviews Liz Hoffman, Semafor's Business & Finance Editor, about the potential crisis in private credit markets, the role of AI, and the government's increasing…18 Mar 2026 · 36 min · 17 chapters
The AI Trade Is BACK ON! New Catalysts Could Spark A Return RALLYIn this episode, Anthony Pompliano discusses the current state of the financial markets amidst geopolitical turmoil, focusing specifically on the resurgence of interest in AI stocks.17 Mar 2026 · 9 min · 5 chapters
Bitcoin Is Outperforming Stocks And Gold. Will It Continue?In this episode, Anthony Pompliano examines the current state of financial markets amid geopolitical uncertainty, particularly focusing on the performance of Bitcoin as an asset.16 Mar 2026 · 8 min · 4 chapters
This Is A MASSIVE Investment Opportunity For The Next DecadeIn this episode, Anthony Pompliano discusses the promising future of autonomous systems and drone technology, particularly in military applications.13 Mar 2026 · 23 min · 8 chapters
Why I'm Staying BULLISH STOCKS In 2026 While Everyone Else PanicsIn this episode, Anthony Pompliano discusses the current state of the U.S. economy amidst various threats and presents his bullish outlook for the stock market through 2026.10 Mar 2026 · 8 min · 4 chapters
Is This The Oil SHOCK That BREAKS The Economy?In this episode, Anthony Pompliano discusses the recent surge in oil prices due to geopolitical events, particularly concerning Iran and the Strait of Hormuz.9 Mar 2026 · 12 min · 6 chapters
The Fed Is Behind! CUT RATES NOW Before The Economy WorsensThe Fed Is Behind! CUT RATES NOW Before The Economy Worsens6 Mar 2026 · 12 min · 3 chapters
Ray Dalio Is Completely Wrong About Bitcoin (My Response)In this episode, Anthony Pompliano challenges Ray Dalio's recent negative stance on Bitcoin, arguing that Dalio's perspective is outdated and not reflective of current data.4 Mar 2026 · 12 min · 4 chapters
Wall Street Legend Says He's Still Bullish On Markets Despite Recent FearsFrom the Desk of Anthony Pompliano3 Mar 2026 · 8 min · 4 chapters
If The Iran War Escalates, These Assets Will Go Up The MostIn this episode, Anthony Pompliano discusses the recent escalation of conflict between the United States and Iran, examining its implications on various asset classes.2 Mar 2026 · 9 min · 4 chapters
The Great Rotation Is CRUSHING Software and BitcoinIn this episode, Anthony Pompliano discusses the significant sell-off in software stocks and Bitcoin, highlighting their surprising correlation.26 Feb 2026 · 33 min · 19 chapters