The housing market is finally showing signs of easing — lower mortgage rates, better affordability (on paper), and more inventory in some regions. But... for most buyers, it doesn’t matter. Prices still aren’t coming down in a meaningful way, and rate cuts are too little, too late. Lance Lambert of ResiClub joins the show today to tell us the state of housing right now. He has surprising data that goes against public perception.

0:00 Intro

0:59 Interview with Lance Lambert about improving housing market

18:15 Bitcoin's Fear & Greed index is screaming buy 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:

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#AnthonyPompliano #FromtheDesk #marketnews

The past few weeks have been rough if you’re exposed to AI or crypto assets. But after this aggressive sell-off, the data is finally starting to point the other way. Several indicators now suggest we may have bottomed last week — setting the stage for a potential comeback rally through the rest of 2025 and into 2026. In this episode, we break down exactly what the data is saying!

0:00 Intro

0:42 Data hints that markets have bottomed after a recent correction

3:00 Google joins the exclusive $4 trillion club

9:30 Amazon announces Starlink internet competitor 

10:50 Fox Business appearance on what investors are underestimating 

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

There's a civil war inside the Federal Reserve with a December rate-cut decision looming. Some members want to cut aggressively, others think there’s still too much inflation, and Jerome Powell is stuck trying to hold the whole thing together. In this episode, we get into why the Fed is so divided and whether "independence" is even possible. 

0:00 Intro

0:43 The Federal Reserve is divided over rate cuts

3:46 How much damage has The Fed done to the economy since 2008?

6:40 Scott Bessent's three I's to fix America's affordability issue  

9:52 The poverty line is $140,000?

15:02 Will Bitcoin bottom soon?

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

Markets are selling off hard with no clear catalyst — and it has everyone asking the same question: is it all over? In this episode, I break down what's really going on. We dig into what the data and history says when we have this level of a sell-off. The answer might surprise you. 

0:00 Intro

0:43 Financial markets are bloody red

5:50 AI and robotics will solve poverty says Elon Musk

9:24 Bitcoin's recent sell-off is historic

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

AI bubble fears are rising as the market keeps selling off — but Phil Rosen isn’t buying it. He joins the show with a mountain of data showing why the “bubble” narrative doesn’t match reality. Berkshire Hathaway is buying Google. NVIDIA just delivered another blowout quarter. And the broader earnings picture is far stronger than people think. In this episode, we break down why the bubble talk continues to be overblown.

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

Investors have been whipsawing between “it’s so over” and “we’re so back” for weeks — and most of it traces straight back to Jerome Powell and The Fed. Once they started wobbling on a December cut, everything became a coin-flip. That uncertainty has left markets with no clear direction. And the worst part? The Fed itself doesn’t seem to know what it wants to do. To break down how we got here, I brought on Joseph Wang to walk us through what's going on. Few understand the Fed better than Joseph so he's the perfect person to talk to. 

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 dropped below $90,000 last night, marking a 30% correction in only six weeks (the fastest of this cycle). This drop-off has Bitcoin threatening to finish 2025 in the negative. So what went wrong? That’s exactly what I break down in this episode. On today’s show, we’ll look at the key charts, funding data, long-term liquidity trends, and what history tells us usually happens after a BTC correction this sharp.0:00 Intro0:39 Why is Bitcoin crashing? 5 charts explain the 2025 struggles3:59 The AI narrative has cracks and markets are starting to react8:11 Alex Karp explains why America needs to win in AIListen 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

Your portfolio has probably felt the recent market sell-off. Bitcoin, AI stocks, S&P500 are all taking a clobbering. The only thing going up? Investors panic about the "bubble" bursting. But as we always do on this show, we lean on the data to tell us what's REALLY going on. Right now, it's telling us this panic and sell-off is overblown. I get into all of it on today's show!

0:00 Intro

0:45 Why markets have sold off recently 

7:40 Why stocks can shake off pain in the regular economy

9:16 Jordi Visser's two biggest investment ideas moving forward

11:44 California politician wants to regulate AI from eliminating jobs

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 270,000+ 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

We've seen markets crater this week. Bitcoin, Mag 7, small caps, even gold has been selling off heavy throughout the week. Is this just a normal correction or is it over? It's a simple question, but it deserves a nuanced answer. That's what we cover on today's show, plus my words of advice if your portfolio is struggling right now.

0:00 Intro

0:44 Markets are freefalling 

3:29 Remember this during big drawdowns

4:03 City of Chicago boycotting Trump by not buying US treasuries 

5:13 Bitcoin's psychological level of $100,000

7:56 Blue Origin shows America can still build great things 

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

Home affordability isn’t just a housing issue anymore — it’s becoming THE defining problem in America. Today's episode is a deep dive into the generational issue. How did wee get here? What are the second- and third-order effects? And most importantly, how did we solve this crisis? I got answers on today's show!

0:00 Intro

0:45 Home affordability is the issue of the decade

5:37 My solution for housing 

7:19 Warren Buffett bids farewell

9:19 Milton Friedman's recipe for economic success  

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/