AI job loss, tightening credit, volatile oil prices, World War III — these are all threats that investors are weighing right now. And they should, as each concern has some weight to it. But at the same time, I think the bull case is being vastly overlooked. On today's episode, I'll not only analyze the current market fears, but then offer you my bull case for the rest of this year.0:00 Intro0:36 Analyzing the biggest threats to markets, the economy5:34 My predictions for what happens from here7:37 Remember one important thingListen 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

Oil prices are surging in light of events in Iran and the Strait of Hormuz. Of course, the doomers are out in full force saying inflation is about to spike like 2022, and with it, the US (and global) economy will collapse. What's true? What's not? That's what today's episode is solely about. I'll tell you the TRUTH about what's going on0:00 Intro0:30 Oil prices are exploding higher2:26 Will higher oil prices bring back sky-high inflation?4:56 I told CNBC about it this morning7:22 The US is less energy dependent than in previous oil shocks10:48 The number one thing to rememberListen 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 February jobs report was ugly. The U.S. economy lost 92,000 jobs and the unemployment rate ticked up to 4.4%, one of the higher readings in the past few years. Even healthcare — usually one of the most reliable sources of job growth — shed 28,000 positions. It's even more evidence that Jerome Powell and the Fed are BEHIND on interest rate cuts. What are they doing? On today's how, I'll tell you what the right move is. 

0:00 Intro

0:38 Latest job report was dismal

3:00 The Fed is (still) behind the curve

4:19 Donroe Doctrine explained

9:00 Bitcoin held up well during the Iran conflict

10:32 Insane chart from Anthropic about AI in the workforce 

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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LinkedIn: https://www.linkedin.com/in/anthonypompliano/

#AnthonyPompliano #FromtheDesk #marketnews

Ray Dalio is an all-time great investor. He's been more right than wrong... but he's completely off on his negative view on Bitcoin. He doubts the digital gold narrative and that central banks will ever buy up BTC. I don't agree with him. On today's episode, I'll counter Dalio's Bitcoin perspective with up-to-date data (Dalio is using info from years ago). Let's get into it!

0:00 Intro

0:36 Ray Dalio's is bearish on Bitcoin, here's why

2:33 Dalio's view on Bitcoin is simply outdated 

5:40 Alex Karp says the US government COULD nationalize some AI companies

9:29 We might've just found the next GOAT investor

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 been a turbulent month in the market. AI fears have picked up substantially and now we have a new geopolitical conflict throw in there. We're saying that fear today as all assets are selling off right now. Time to sell? CEO of JPMorgan Jamie Dimon doesn't think so. The goat of Wall Street had some interesting thoughts on the economy, which we get into on today's show live from my hotel room!

0:00 Intro

0:32 Jamie Dimon is staying bullish on the US economy despite geopolitical fears

2:34 The biggest economic worry that Dimon currently has

4:10 Opendoor now offering mortgage rates under 5%

6:13 China is the US main target, not Iran or Venezuela

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

Alright, you already now US is now waging a war against Iran, but do you know how your investment portfolio will be affected? That's what I want to focus on in today's episode. Which assets go up during this conflict? Which ones go down? I talk about it all today!

0:00 Intro

0:33 US begins war against Iran

2:29 Why is US attacking Iran anyway?

4:21 How your portfolio will be affected by Middle East conflict

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

What if I told you the aggressive sell-off in software stocks and Bitcoin is correlated? Over the past few months, it 100% is. We're seeing 40-50 percent sell-offs in both. We know growing AI capabilities are re-rating software, but why is Bitcoin getting dragged down with it? There's a surprising link, and most investors haven't caught on yet. That's what I'm revealing on today's show!

0:00 Intro

0:32 Software stock sell-off explained

3:25 Why is Bitcoin suddenly correlated with software?

7:59 Interview with Nick Shirley about uncovering government fraud

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 said "we're winning too much" during his State of the Union speech and yes, it's easy to write that off as usual Trump-speak. But... the economic data actually supports what he's saying. On today's show, I'll cut through the noise and tell you the data figures that actually matter right now. 

0:00 Intro

0:36 Trump's State of the Union was something else

4:22 The most important thing investors need to remember

4:58 Interview with David Steinberg about AI and its impact on the workforce, markets

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

Financial markets in a panic lately. AI doom articles are spreading like wildfire, we have tariff uncertainty again, and global liquidity appears to be peaking. Is this the perfect set-up for a stock market crash? We talk about it on today's show!

0:00 Intro

0:35 Multiple headwinds are hurting stocks, Bitcoin, assets

2:09 Jordi Visser thinks markets are deleveraging 

4:06 Supreme Court strikes down Trump's tarrifs

6:34 Inside the Substack article about AI that wrecked markets

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

Since the pandemic, inflation data from the government has shaped policy, markets, and public perception. But what if it’s been consistently off? I have data that shows that's exactly what happened. In this episode, I give you the shocking truth about inflation in America, and what you should actually trust instead.

0:00 Intro

0:35 Don't trust the government's data on inflation

2:18 Prediction markets are better at economic forecasting   

3:43 Talking with Patrick Bet-David about the AI arms race

9:13 Bitcoin is doing things it never has

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