There's a great dichotomy happening right now: the economy feels more punishing than ever for everyday Americans, but stocks are ripping to new all-time highs every week. Historically, when sentiment gets this bad while markets keep marching higher, the stock market has usually kept climbing up.Unfortunately, this gets back to the divide we talk about all the time: investors are winning, savers are losing. And it may stay that way for a long time, because policymakers can’t serve both sides at once. Helping one usually comes at the expense of the other — and right now, the system is still built to protect asset owners. I got a lot to say on this issue on today's episode!0:00 Consumer sentiment keeps cratering despite stocks at all time highs1:41 Inflation might be as high as 11% (yes, really!)3:56 The top 10% of consumers are responsible for 50% spending5:07 Low consumer sentiment is historically good for stocks 5:40 The great dichotomy of our time 7:10 What I think about this dichotomy Listen 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 has been on an absolute tear the past two months, which naturally gets people worried. Stocks can't keep going up and now is a good time to sell, they think. But... I have evidence that proves the move up is completely warranted because earnings are through the roof for top American companies. Seriously, some stocks are actually cheaper valuation-wise despite the higher prices. Let me explain in this episode!0:00 Intro0:36 Stocks are STILL cheap1:50 Don't listen to the permabears3:48 The biggest risk for stocks in the coming weeks5:15 Sadi Khan joins the show to discuss a new breakthrough in credit cardsListen 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 market sells off a few days, some AI darlings (Intel, Sandisk) cool off, and once again, investors worry this is the market top. I went on CNBC recently and my message is: zoom out. The data is telling us we're early. Early to adoption, early to productivity gains, early to infrastructure build out. Here's why I continue to be optimistic we're early to this generational trade. 0:00 The top is NOT in1:20 AI is making companies and people make more money4:53 My current thoughts on cryptoListen 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

Inflation is heating up, and unless this Iran war ends, it could get worse. But despite this, stocks keep setting new all-time highs on an almost daily basis. What gives? On today’s episode, we break down this dichotomy that has investors winning, but everyday Americans losing. 0:00 Inflation is running red hot1:16 Iran is key to taming inflation4:03 Financial markets are shaking off inflation to set new highs5:39 Stock valuations are still cheap today compared to the Internet "bubble"6:51 Has inflation peaked?8:15 What does the Fed does in this situation?Listen 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

GameStop CEO Ryan Cohen made waves when he said he wanted to take over eBay and use "half cash, half stock" to do it. He joins the show today to fully explain his plan and why he wants to do it in the first place. Cohen gets memed online lately, but his e-commerce track record with Chewy makes this a really interesting idea. He lays out his case in this interview! 0:00 Intro0:41 Ryan Cohen joins the show2:53 Why GameStop wants eBay18:31 Ryan's thoughts on AI21:36 Will Ryan rally pay for it using "half cash, half stock"? Listen 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

Inflation rose 3.8 percent in April — the highest jump since May 2023, mostly due to higher gas prices. This inflation now threatens to eat up recent wage gains for Americans too. So what's going on, and how will this impact the bull market because not only are we seeing renewed inflation, but also a deflationary force. This is a unique dynamic and on today's show, we cover how it can impact the US economy and markets. 0:00 Inflation numbers came in red hot2:24 Inflation is eating wage gains4:43 Cathy Wood says money supply is rising and that's good for investors6:55 The American consumer is probably stronger than you think8:17 Deflation and inflation are both happening Listen 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

Markets keep ripping higher every single day, but that hasn’t stopped people from calling for recession, bubble, or some kind of imminent crash. The problem is that price alone doesn’t tell you whether it is or it isn't. The better question is whether the underlying demand can support it. Right now, AI demand, compute spending, infrastructure buildout, and productivity are all pointing in the same direction: this rally is far from over. This May, you probably should be buying, not selling and going away. 0:00 People are still worried about a recession and bubble0:58 Stocks are actually getting cheaper1:51 Jenson Huang says AI demand is up 1000%2:50 Jordi Visser explains the importance of compute demand6:19 22% of stocks are outperforming the index8:01 AI investment keeps growing and growing9:00 Sell in May and go away?Listen 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

Some of the biggest names in finance and tech — from Paul Tudor Jones to Larry Fink to Dario Amodei — are all converging on the same idea: this AI bull market may still be in the early innings. Adoption is picking up, productivity gains are abundant, and the world needs more chips, compute, and energy. Yes, stocks have gone vertical for a month straight, but there's reason to believe this run is sustainable. On today's video, we discuss why this AI trade has a lot more room to run.

0:00 AI Is A No-Brainer Trade

0:39 Three AI companies could IPO at trillion-dollar valuations 

1:21 Paul Tudor Jones is buying AI stocks again

3:03 AI bull market is still early innings

5:14 Larry Fink says the United States is short chips, compute, and energy

7:22 Darius Dale sees a major productivity boom

9:04 Today's job report was strong

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

Most investors are taught to fear volatility. But in a high-inflation world, the bigger risk may be hiding in assets that feel safe while quietly losing purchasing power. Not all volatility is worth owning, but the assets with real attention, real flows, and real upside — AI, semiconductors, Bitcoin — are where the biggest returns are showing up. The market keeps rewarding what’s alive, while “safe” money keeps falling behind. I discuss this concept on today's episode!0:00 Are stocks overvalued?0:40 Jordi Visser says stocks are going higher4:26 Telling the New York Times about why Bitcoin's volatility is a good thingListen to From the Desk of Anthony Pompliano on:Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503YouTube: https://youtu.be/wctH8ov0VhoPomp 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

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