0:00 Intro0:34 Inflation numbers came in cool (again) 3:11 Cathy Wood warns about deflation5:16 Anthropic is now worth $380 billion6:50 More reasons why Bitcoin is underperformingListen 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

We just got a new jobs report, and guess what? It was actually positive — not bad like the Fed has long been forecasting. This should be frustrating to investors who once again are getting mixed signals. Yes, it's tough to trust the data these days, but regardless, all signs point toward an accelerating economy driven by AI. Job creation in the future will come from the private sector, not public. That's the topic of conversation on today's show!

0:00 Intro

0:36 Latest jobs data was surprisingly good

3:42 Nikita Bier makes bold prediction about apps

4:26 What it's like working with Elon Musk

8:09 Army of AI agents will soon be working for you

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 job market has been shaky for a year now, and the acceleration of AI isn't helping. But unlike previous times, stocks have stayed strong. Why? Because the biggest companies are increasing revenue, while reducing their headcount. This unique situation has forced the Fed's hands: they MUST cut. When they do (likely when Kevin Warsh takes over), asset prices should go soaring. We talk about it all on today's show!

0:00 Intro

0:34 Rate cuts are on the way

4:57 Interview with Ali Ansari about jobs that AI has ADDED, not taken away

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

For the first time under Trump, the Fed and the Treasury are moving in the same direction. Incoming Fed Chair Kevin Warsh looks set to follow the playbook already laid out by Scott Bessent: low interest rates and an economy run red hot. The question now isn’t if this regime is coming, but whether your portfolio is prepared for it? In today’s episode, I break down what this shift means  and what you should own heading into this new era.

0:00 Intro

0:36 Scott Bessent and Kevin Warsh are signaling their moves

2:56 Record tax refunds will hit the economy soon

4:32 Once-in-a-generation opportunity says Jenson Huang 

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

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