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PODCAST

The Pomp Letter

Anthony Pompliano

Audio edition of Pomp"s daily newsletter where he shares his analysis on the latest in business, finance, the economy, and bitcoin. pomp.substack.com

business investing

All Episodes

7:22

The Age of Economic Chaos

The Pomp Letter ·

2025/03/04

To investors,We have entered the Age of Economic Chaos. It seems like each day brings a new announcement, a new decision, or a new action. Rather than a simple, predictable plan being executed, President Trump and his administration are moving fast and breaking things. His critics see this strategy as detrimental to the US economy and America’s position globally. His supporters are applauding the President for following through on what he promised while on the campaign trail. They want the swamp

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7:36

What I Think About The Crypto Strategic Reserve

The Pomp Letter ·

2025/03/03

To investors,The big news over the weekend was President Trump announced his intention to create a crypto strategic reserve for the United States. While there were plenty of surprises in the details of how this will be implemented, the idea of a crypto-related reserve had been rumored for weeks. Trump posted on Truth Social the following message:The internet immediately exploded in hot takes, but the most popular response was whether this crypto reserve would include bitcoin or not because Trump’s

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5:23

The United States Is Open For Business

The Pomp Letter ·

2025/02/26

To investors,The United States of America is open for business. We voted a real estate developer and famed businessman into office. He has appointed everyone from Elon Musk to Howard Lutnick to Scott Bessent as members of his team to help change the economic status of the country. The plan is to increase government revenue, decrease government spending, weaken the US dollar, and bring the 10-year bond yield down as a way to spur economic growth. This may sound like a dream, but I think we should

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5:09

Citadel Wants Crypto Regardless Of What Happens In...

The Pomp Letter ·

2025/02/25

Today’s letter is brought to you by Osprey Funds!The Osprey BNB Chain Trust (OBNB) is the first U.S. tradable ticker for BNB and provides secure exposure to BNB right from your brokerage account—no custodial wallets or private keys required. Due to its unavailability on centralized exchanges in the U.S., OBNB offers one of the only paths for U.S. investors to access BNB exposure via USD.To investors,Bloomberg published an article yesterday titled “Citadel Securities Plots Jump Into Crypto Trading

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3:55

The Mar-a-Lago Accord

The Pomp Letter ·

2025/02/24

To investors,I remember sitting in economics class during college wondering what it would have been like to live through Bretton Woods or the Plaza Accord. Both events had significant impacts on national currencies, asset prices and the macro environment. But we should be careful what we wish for. Jim Bianco has recently popularized the idea of a “Mar-a-Lago Accord” that is already being put into motion. He says you should take this idea (and President Trump) seriously, but not literally. We may not

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3:11

American Consumers Are In Financial Pain

The Pomp Letter ·

2025/02/21

READER NOTE: I have spent the last few years mostly managing balance sheet capital. There have been a few people who have reached out asking if they can invest with me or our investment firm. While I have not made a decision yet, I am increasingly open to the idea. As a way to gauge interest, I made this Google Form. If you are interested in potentially investing alongside me in the deals we do, please fill out the form to indict your interest: Click hereTo investors,American consumers are feeling

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2:25

Can The US Eliminate Federal Income Tax?

The Pomp Letter ·

2025/02/20

To investors,Howard Lutnick, the new Secretary of Commerce, was on television last night discussing the administration’s goal of eliminating federal income tax. This is the type of big, bold thinking that can change the direction of a country. Here is the clip:It is important to understand what appears to be the playbook. DOGE is focused on cutting $2 trillion from the government budget. That would eliminate the current annual deficit and bring us very close to a balanced budget. The tariffs being

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3:22

Is The National Debt Growing Faster Than We Thought?

The Pomp Letter ·

2025/02/11

To investors,The widely quoted annual deficit number is $2 trillion. In layman terms, the United States spends $2 trillion more than we pull in as revenue. That is obviously not good. But we got even worse news recently. The US government is not running a $2 trillion deficit. They are actually running a ~ $2.5 trillion deficit based on the annual run rate from the first four months of the 2025 fiscal year. Geiger Capital points out “the first four months of FY 2025 produced a deficit of $838

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2:49

Stablecoins Are A National Security Priority Now

The Pomp Letter ·

2025/02/06

To investors, The crypto industry has become essential to national security. That is one of my big takeaways from the first press conference held by Crypto and AI Czar David Sacks. Most people are focused on the strategic bitcoin reserve, which I believe will happen in 2025, but that is not the most interesting part of Sacks’ focus from my perspective. The bitcoin reserve will help the United States over the long-term. That is obviously important. However, we have short-term issues we need to

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16:09

Welcome To The Tariff Era — The Truth About US Tariffs

The Pomp Letter ·

2025/02/03

To investors,President Trump fulfilled his campaign promise of implementing tariffs on Canada and Mexico over the weekend. This comes after majority of the country voted for Trump to assume office and implement his America First strategy. Tariffs, especially the blanket tariffs that were implemented in the last 48 hours, are one of the most controversial parts of the America First strategy. Most market participants critique the tariff decision as being negative for the US consumer, while also being

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2:56

The Bears Are Getting Loud Again, Which Is How You...

The Pomp Letter ·

2025/01/28

Today’s Letter Is Brought To You By Consensus: Hong Kong.The world’s most ambitious builders and boldest investors are coming to Consensus Hong Kong (Feb. 18-20, 2025) to make connections and shape the future of digital assets. Whether you’re focused on Bitcoin’s evolution or the latest breakthroughs in Web3 and DeFi, this is where the industry does business.Here’s a glimpse of what’s in store:* Bitcoin: The Basis for a New Financial System – Unpack Bitcoin’s role in reshaping global finance.*

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6:25

Why Most People Are Wrong About Deepseek AI and The...

The Pomp Letter ·

2025/01/27

Today’s letter is brought to you by Bitcoin Investor Week!I am hosting Bitcoin Investor Week in New York City from February 24-28th. It is the largest annual meeting for sophisticated Wall Street investors who are interested in bitcoin.Speakers include Cathie Wood, Vivek Ramaswamy, Mike Novogratz, Senator Cynthia Lummis, Jan van Eck, Anthony Scaramucci, Jack Mallers, Natalie Brunell, and many more.This is an entire week of high-quality conversations with the top people across traditional finance and

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1:58

Wall Street Is Officially Ready For Bitcoin

The Pomp Letter ·

2025/01/22

Today’s Letter Is Brought To You By Consensus: Hong Kong. The world’s most ambitious builders and boldest investors are coming to Consensus Hong Kong (Feb. 18-20, 2025) to make connections and shape the future of digital assets. Whether you’re focused on Bitcoin’s evolution or the latest breakthroughs in Web3 and DeFi, this is where the industry does business.Here’s a glimpse of what’s in store:* Bitcoin: The Basis for a New Financial System – Unpack Bitcoin’s role in reshaping global finance.*

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2:56

Staking From Your Phone Just Became A Reality

The Pomp Letter ·

2025/01/16

To investors,The state of financial markets have been changing for the last 15 years. The Federal Reserve’s decision to conduct massive quantitative easing during the Global Financial Crisis broke the market and things have not been the same since. But the way investors interact with the market has also been evolving over time too. There has been a rise of self-directed investors, who are investors allocating their personal capital into various financial assets without the need for a financial

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2:00

The Market Is Pushing Asset Prices After Inflation...

The Pomp Letter ·

2025/01/15

To investors,This morning CPI was reported right in-line with market expectations at 2.9% year-over-year. The big surprise came from core CPI, which was estimated to be at 3.3% and instead came in at 3.2%. Adam Kobeissi and his team pointed out that immediately S&P 500 futures surge over +85 points when the report hit.This response is interesting because it highlights the complexity of the situation we find ourselves in. On one hand, the market is looking for any sign of relief from the higher

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1:22

The Most Important Data Point For Investors

The Pomp Letter ·

2025/01/14

To investors,There is only one chart that is dictating financial markets right now. You can watch it exclusively and essentially tell where markets are headed for the next week or two.Global liquidity.It really is that simple. Stanley Druckenmiller famously said “it’s liquidity that moves the market.” He is the GOAT for a reason.We know global liquidity has been dropping in recent weeks, so it is clear why the S&P 500 is going down — it is following global liquidity. George Noble points out you can

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3:12

Is This The New 60/40 Portfolio?

The Pomp Letter ·

2025/01/13

To investors,Every once in awhile I come across a data point that surprises me. The latest surprise came from a chart comparing gold and US stocks over the last 25 years. If you had invested $10,000 in either asset two and a half decades ago, you would have ~$90,000 in gold and about $65,000 in US stocks. Yes, this includes dividends for US stocks too.Equities are supposed to outperform gold over the long-run due to the earnings driven by their products and services. But that hasn’t been true over

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3:58

The Single Most Important Thing For Bitcoin Right Now

The Pomp Letter ·

2025/01/10

To investors,Yesterday I had the pleasure of speaking at FarmCon, one of the largest agriculture-focused conferences in the country. I was blown away by the ~ 1,500 people in attendance. There were farmers, commodity traders, technologists, financiers, and lots of people in-between. One of the themes we discussed on stage was the state of the US financial market. I did my best to explain bitcoin to the room, including the tailwind of continued monetary debasement and an inept fiscal policy situation

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3:26

Bitcoin Will Infiltrate Every Corner of Finance and...

The Pomp Letter ·

2025/01/07

To investors,Bitcoin is going to infiltrate every corner of financial markets. This has become increasingly clear over the last few years.Everyone knows that retail investors had the opportunity to purchase and hold bitcoin before the institutions. This is one of the first times in history we saw the little guy get an advantage, but the big guys are not going to sit around and ignore the digital asset any longer.In 2018, my partners and I raised capital from the first US public pension funds to

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4:18

Bitcoin Is The New S&P 500

The Pomp Letter ·

2025/01/03

To investors,The S&P 500 has been the standard measurement of “the market” for decades. Most hedge fund investors benchmark their performance against the index and media outlets reference the index price movements as a signal for market sentiment. This has been happening since 1957 when Standard & Poor’s expanded their index to include the current structure — a market capitalization weighted index of the 500 largest stocks. Over time this index has become the measurement stick, so lets take a look

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