Trump Tanked The Market…And Sparked The NEXT LEG HIGHER

0:00Hello, everyone. President Trump tanked the market on Friday, and then he revived it on Sunday. The data tells us that this bull market still has a lot of room to go. In the latest robotics video from Amazon, this one is going to leave you having nightmares. We're live today from the desk of Anthony Popliano.

0:25Before we get into today's episode, I need your help. My goal is to get to 1 million subscribers on YouTube. Right now, we only have 29 ,607. That's a good start, but with your help, we're going to get to our goal. Hit the subscribe button and let's get into today's show. All right, ladies and gentlemen, financial markets went into panic mode on Friday. Asset prices, they fell very aggressively. The sell-off started about midday-ish, but was accelerated on Friday afternoon when President Trump posted on social media, what else is new? He said that he was going to implement a new 100 % tariff on China, 100%.

0:58Investors, they were acting like they got amnesia from April's tariff scare. People were racing to dump whatever assets that they were holding. The stock market, it had just closed. So the main impact of financial markets, well, that was an after-hours trading of equities. But Bitcoin and cryptocurrency, those markets never close. And we saw those assets sell off in one of the most rapid and severe price drops that I can remember in the last decade. I've been doing this for a while, and I've never seen what we saw on Friday. For example, Bitcoin fell from around$121 ,000 to about$108 ,000 in mere minutes.

1:30It was one of the rare 10 ,000 plus daily candles that Bitcoiners have always dreamed of. But unfortunately, it was in the wrong direction. Now, before I explain why the sell-off is a positive development, that's right, it was a good thing, you should know that this market correction was not a complete surprise to everyone. I sat down with my friend Jordy Visser at 10 a.m. Eastern time on Friday to record our weekly conversation. During that talk, Jordy explicitly called out the likelihood of a market correction in the near term. He described himself in the conversation as medium-term and long-term bullish, but short-term, he was much more cautious.

2:03Take a listen to why Jordy was worried. I do think the market as a whole, sentiment-wise, because of all the things that are fairly obvious, Fed's cutting rates, markets making new all-time highs, earnings are growing, that maybe people should be ready for something that occurs. I mean, I can't remember the last time, and I'm normally pretty good with bringing out stats, but I'm going to say something that I just know. September was an up month. For September, October, November, December to not have a correction of, say, 4 % is almost impossible in my mind, meaning I don't know how many times in history during those four months, because usually either September or October, there's a correction.

2:38Sometimes it can go in November, seldom in December, but also possibly there. I think we're going to get a wake up call for people. So when you hear stories like this, I think it's a mini sign of COVID. Like if we're going to keep throwing money, and I think they have to because the bottom end of the economy is not seeing anything good happen. I mean, I don't know what else to say to people. If the job situation is not good, if sentiment is low, and if we're seeing things blowing up in kind of auto loans, if we're seeing things in student loan delinquencies, you still have the bottom half of the economy that's suffering.

3:16And I think there's going to be something that happens in the short term. So a warning sign to everyone trading stocks, be prepared for some kind of a correction between now and the end of the year. Do not worry on the AI stuff. If stuff falls, there was a negative article on Oracle this week. It fell down to about 270. When we came back in here today, it was back above 300. When these things occur, they're actually opportunities. It's like a reset. Yeah. I'd be trading more actively and being aware of things as opposed to just riding things right now. So one of the things that I said, which I think you're referencing, is back in April, everyone was max bearish.

3:46Everyone thought the world was going to end. I think you, I, and very few other people were very bullish saying, hey, look, you should not be worried right now. you should be very enthusiastic and excited and you should be aggressive. I think that now that everyone is very enthusiastic and kind of max bullish, my message was not so much like you should be bearish now because I actually don't think that's the right position. But I described it as emotional control. Just avoid the exuberance, avoid the like euphoria and just keep a level head. And I think your point about like, could there be a correction?

4:16Could there be this stuff? Yes, but it's almost like this reset. You kind of clean out some of the euphoria. You remind people like, hey, it doesn't go up in a straight line forever, but the underlying fundamentals are pretty strong. And so it's actually an opportunity in many of these names to add to rather than say, hey, it's over and I got to go sell and move on. Yeah. The analogy I gave to my son who's trading more and more and was trading as a young kid, when he needed an analogy of when I say, okay, I think you have to be trading more rather than riding things at this point. You can ride things when sentiment's been extremely negative.

4:50And once you get that move up, like you had in April, then any dip to me is a buy. At this stage, and the way I said it, and this might be more of a Northeast thing during the early springtime, but when he's driving around and when he could drive, I'm like, all right, at nighttime, be very aware of deer. Drive more cautiously. Don't take your eyes off the road for even a second because they just kind of go out. During the day, they're not as likely to do that. you're more easy to see. That's the way the trading mentality for me. I used to do that in Brazil. It was like, okay, I'm expecting vol to go higher, which means there's more opportunities, but there are also more chance to get stopped out of stuff.

5:28And I want to be in a position to add to things and trade them back and forth. So I think it's one of those times. Watch for the deer. Now, hours after that conversation, the correction began and it only accelerated throughout the day. Honestly, it was one of the most prescient takes someone has shared on the podcast since we began filming it. Impressive to say the least. But the good news is that the bear market of October 2025, put it in the headlines, bear market of October 2025, well, that's officially over already. Why? President Trump took to social media on Sunday night and he reassured everyone, it will all be fine.

5:59And the USA wants to help China, not hurt it. Abracadabra, make the markets go up on Monday. That reassurance is all the market needed. We saw stock futures open green last night and Bitcoin surged back over$115 ,000 per coin. So what are my takeaways from this debacle over the last few days? Well, I have four of them. First, if you sell Bitcoin amid geopolitical uncertainty, you never understood what you owned. The decentralized digital currency was built to give someone a place to save their hard-earned economic value and to do so without relying on a nation-state to back it. That is not only a powerful idea, but it is an idea that should gain value over time as geopolitical uncertainty continues to increase in the coming years.

6:39Now, second, if Bitcoin can fall$15 ,000 per coin in a day, that likely means in the future, it could also go up$15 ,000 per coin in a day. Study reflexivity. It would take an extraordinary announcement or development for that to happen, but the market is showing us what's possible. So third, if you were bullish on Bitcoin in stocks three days ago, you should be even more bullish now. None of the fundamentals, none, none of the fundamentals changed in the last 72 hours. We simply got a healthy reset that wiped out all the excess leverage in the system. And now the market is cleared to go higher.

7:13Fourth and last, imagine telling someone 10 years ago this headline. The 19 plus billion dollar crypto liquidation, which is the largest in history, has dropped Bitcoin's price to$108 ,000. Oh boy, we dreamed for days like that. We're going so much higher over time. So regardless of how you view Friday's events, I don't think investors are going to care or remember them in a week. That's how markets operate now. They move at lightning speed. Investors have amnesia. Everything is forward-looking. No one's looking in the past. The president tanked the market on Friday. He revived it on Sunday. You may not like it, but that's what happened.

7:50And that is what is going to keep happening in the future. Geopolitical negotiations are happening on social media on a daily basis. Investors will keep overreacting in the intermediate term. Long-term investors, they don't have to worry, though. Just avoid excess leverage, know what you own, and you can relax. Bitcoin's rise is preordained. They will never, ever stop printing money. So Bitcoin is never, ever going to stop going up. God bless Satoshi Nakamoto. He or she invented a solution to one of the world's most difficult problems. And we are all the beneficiaries of that work. So the trillion dollar question in finance right now is whether we're in a bubble or not.

8:28Will the current bull market end anytime soon? You hear everyone talking about it. You see it all over TV and in the papers. Well, history suggests that we're in the early innings of a big, big bull market. Let me explain. Phil Rosen of Opening Bell writes, everyone is worried about an AI bubble, but this is still a young bull market compared to history. The S &P 500 is up 83 % in three years, which is less than half the average 191 % return of the last 11 bull markets, all of that according to Ryan Dietrich. So it would be weird for the bull market to end now. Now that begs the question, what is going to drive the market higher?

9:01if it's not going to end? Well, Polymarket has the odds of an October Fed interest rate cut of at least 25 basis points at more than 95 % odds. And the December interest rate cut, those odds are sitting at over 82%. So that would be two more interest rate cuts towards the end of the year. And if the juicing of the market via interest rate cuts wasn't convincing enough, Polymarket also has the odds of a recession in the U.S. this year, now only sits at 6%. Now, 6 % is an interesting number because that's a massive drop in the odds. Remember, the odds of a U.S. recession earlier this year was as high as 65%.

9:36So to be at only 6 % today, it's quite the change. And lastly, the odds of the U.S. national debt surpassing$38 trillion this year, well, those odds now stand at 97%. $38 trillion. So the government's not going to stop printing money. The cost of capital is likely to come down because of the interest rate cuts. And the bull market is going to continue ripping higher. I don't make the rules. Don't get mad at me. I'm merely sharing the data with you. I just ride the waves. And so good luck to all of you out there. Keep paying attention to the prediction markets and keep watching financial assets.

10:07Whether we like it or not, this bull market, it ain't ended anytime soon. Oh boy, here we go. I don't even want to show you guys this, but the robots, they are becoming much, much more athletic. And I don't think you're prepared to watch what these machines are capable of now. But here we go, folks. So engineers from Amazon's Frontier AI and Robotics team, known as FAR, just released a brand new video of a humanoid robot. but the robot is doing a wall flip. Yeah, so this is some of that like parkour stuff that most humans can't even do. Just look at how insane this video is. The robot is running up to the wall at an accelerated rate.

10:41It plants his foot perfectly and it flips backwards with enough torque to turn the machinery into a rag doll. I can't do that and I doubt you can either. Now remember, this is the worst the technology is going to be moving forward. But if you thought a wall flip was the only thing coming out of Amazon, I got news for you. The same team has the robot climbing up on a box and looking like a poor man's Spider-Man. I told you these things are getting way more athletic. So what could possibly go wrong if all of a sudden the robots are able to run around, flip off walls, and act like Spider-Man? I don't know.

11:12But you shouldn't expect these robots to be running all around town all the time in the near future. Instead, the first use case is obviously going to be in commercial and industrial use cases. You can see this from the video that companies like Amazon are racing to teach the machines to do manual labor. that includes picking up boxes, carrying them around, putting them back down. You know, things that happen in a warehouse or in a factory. Every company on Earth with physical products, they would love automated labor who can do this cheaper and faster than humans. And especially if it comes with less downtime.

11:42I don't claim to see the future. I don't necessarily have some magic ball. But Humanoid Robots feels like one of the most obvious investing trends for the next few decades. It's got a big market. The technology is really cool. And there seems to be unlimited demand. Game on for investors. That's it for today. Thank you so much for watching. Please remember to subscribe on YouTube. 29 ,607 subscribers. I got it right off my head. Please hit that subscribe button and we'll see you guys live tomorrow from the desk of Anthony Pompliano.