Another day, another all-time high in the markets. April was a record recovery for stock indexes, and history says that run isn't over yet. On today's show, we get into the data of why new all-time highs could be a regular occurrence in the months ahead. 0:00 Intro0:38 S&P 500 finished 10% higher in April2:22 Why are stocks shrugging off uncertainty and other tailwinds4:54 Interview with Troy Cates about income ETFsListen 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

Jerome Powell hosted his final FOMC meeting yesterday as the Fed chairman. Kevin Warsh, pending a Senate confirmation, will replace him. Is this what will finally usher in interest rates cuts? Maybe, but maybe not. There's A LOT of dissenting opinion on whether to cut or not. In this video, I'll tell you what I think and why. 0:00 Jerome Powell chooses NOT to cut rates again1:15 Many Fed members DID want to cut2:25 Will the Fed cut rates in the coming months (when there's a new Fed chairman)? 4:21 Ray Dalio thinks interest cut rates would be a mistake6:20 The Federal Reserve continues to destroy the dollar6:46 What I think the Fed should doListen 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

Paul Tudor Jones is an all-time great investor so when he offers his market thoughts, I listen — even when it's counter to my thinking. Well, PTF is talking and he thinks the stock market is getting dangerously overstretched right now. He says the US economy and everyday people are getting too dependent on stock market gains to stay afloat, and that could present a dangerous set-up. Now I get where PTJ is coming from, but I also think he's missing something about today's market. I cover it all on today's show!0:00 Paul Tudor Jones thinks stocks are overvalued 2:36 Where I see things differently than PTJ3:38 Anthropic surpasses OpenAI in revenue4:50 PTJ says AI is making us work harder6:34 Bitcoin is the best inflation hedge asset says PTJ8:15 Best-performing assets since Iran warListen 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

I was wrong about AI... and so was the majority of others. We've long feared that AI would wipe out a huge number of workers, especially entry-level ones. I no longer believe that to be true, though. The data is saying this couldn't be more wrong. AI is leading to MASSIVE productivity gains, and we actually NEED more workers to keep up. This is a huge change of opinion, and in today's show, I tell you all about it and how to invest knowing this. 0:00 AI will NOT destroy jobs2:47 Recent layoffs have used AI as an excuse5:50 How to position your portfolio to benefit from the AI revolution8:35 What you need to understand mostListen 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

The stock market index has surged 15% in a month, and like always, people are worried about things feeling "toppy" or "overvalued." That type of thinking doesn't factor in that we're in the midst of a modern industrial revolution. Many investors still don't get it — this is a generational run we're in the middle of (not the end of). In today's video, I lay out the case why stocks have a lot of room left to run during this historic period. 0:00 Semiconductors are fueling the current market rally2:20 Are stocks overvalued? 3:40 Can Bitcoin catch up to other assets?4:46 This is a commodity bull market7:00 The modern industrial revolution is happening nowListen 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

The “experts” are still convinced the American economy is about to feel a surge in inflation. Last year, they said because of tariffs, this year, because of an oil shock. Kevin Warsh, who’s in line to be the next Federal Reserve Chair, laid out a very different view of the American economy. He believes a deflationary force is about to hit, which will make everything more affordable. Guess what? That’s exactly what we’ve been saying in this show for months. Let’s dig into Warsh’s predictions on today’s show! 0:00 The "experts" keep getting it wrong on inflation2:28 New Fed chair Kevin Warsh is more worried about deflation than inflation4:54 Deflation is actually the norm of a free market6:49 Will consumer prices fall soon?7:56 Stock market performance is mirroring Trump's first termListen 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

Despite record highs in stocks, recession fears are still everywhere on Wall Street and among rtail investors. But when you actually look at the data (and use AI to help analyze it), those fears just don’t add up. Phil Rosen joins the show to break down what prediction markets, credit spreads, and options activity are really signaling, and why the economy and markets are likely to keep moving higher from here.0:00 Intro0:58 Phil Rosen interviewListen 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

The stock market just staged one of the fastest V-shaped recoveries of all time, and history suggests that kind of move doesn’t just happen. Every similar rebound over the last decade has been followed by MASSIVE gains in the months that follow. Buckle up, because it might be time for a lockout rally! On today's show, I explain this rare market signal that just fired!

0:00 Intro

0:27 Stocks and Bitcoin are breaking out after Strait of Hormuz re-opens

2:13 The economy is playing along too

4:09 The history of V-shaped recoveries signal this market rally is just beginning

6:12 Wall Street is falling in love with Bitcoin 

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 

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#AnthonyPompliano #FromtheDesk #marketnews

Surely, you've heard of AI agents, but did you know you can now use them to research and pick stocks? It's true, and my new product, ProCap Insights, gives you an army of AI agents so you can beat the market AND save time at the same time. Friend of the pod, Phil Rosen from Opening Bell Daily, is helping me lead this project. He joins the show today to discuss this first-of-its-kind product that I really think can change investing.

0:00 Intro

1:39 Interview with Phil Rosen

18:34 Sauce for watching the whole way

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:

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#AnthonyPompliano #FromtheDesk #marketnews

Stocks, gold, silver, bonds, and plenty more assets have sold off aggressively since the US begun attacks in Iran. Bitcoin? It has stayed strong. You pair that with data showing that Bitcoin OGs are re-accumulating coins, and it sure feels like Bitcoin has bottomed (or close to it). I cover it all on today's video!

0:00 Bitcoin is winning right now

0:20 Telling Squawk Box about Bitcoin's relative strength

3:14 Binance Research sees Bitcoin's strength too

3:58 Bitcoin OGs are accumulating coins and ETF buys are flowing

4:35 The AI and Bitcoin investment barbell

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 

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#AnthonyPompliano #FromtheDesk #marketnews