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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

2:58

Investors Have Been Using Stocks To Hide From Inflation

The Pomp Letter ·

2025/03/24

To investors,Ray Dalio said the famous phrase “cash is trash” on national television in 2020. He was warning market participants that inflation was coming and anyone sitting in US dollars would be destroyed by the currency debasement. Take a listen:Ray Dalio was right in hindsight. The Federal Reserve kept interest rates artificially suppressed at 0% for too long, while the government continued to print trillions of dollars in an effort to stimulate the economy. Inflation spiked to over 9% and the

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2:47

The Economic Data Is Wrong And The Fed Should Have...

The Pomp Letter ·

2025/03/20

To investors,The Federal Reserve decided not to cut interest rates yesterday. I believe this is a mistake on their part and is another data point proving the Fed is continuously behind the curve when it comes to monetary policy in the modern age. If you remember, the central bank didn’t raise interest rates until inflation was already out of control during the pandemic. We eventually saw inflation officially hit 9% according to the government data. Inflation was not transitory as they predicted and

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2:06

Will The US Government Acquire More Bitcoin?

The Pomp Letter ·

2025/03/19

To investors,The US government established the Strategic Bitcoin Reserve recently and many in the crypto community were upset because no new purchases of bitcoin were announced.If America finds it valuable to hold the bitcoin we already have in our possession, we should also find it valuable to buy more. Anything worth doing is worth overdoing.Thankfully, the President’s Executive Order was well written and included an important sentence granting the Treasury and Commerce the opportunity to acquire

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4:03

We Have Become Dependent On The Government

The Pomp Letter ·

2025/03/13

To investors,Government spending is out of control. We already knew that, but now we have data that suggests the problem is getting worse and at an alarming pace. Our friends at Geiger Capital were rightfully outraged at the February spending deficit:“In the month of February, the US Government collected $297 Billion. Just one problem… They spent $605 Billion. A $308 BILLION deficit. In one month.”But the problem is not confined to only February. The first five months of the fiscal year have been

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3:07

The Stock Market Is Not Crashing - Here Is Proof

The Pomp Letter ·

2025/03/12

To investors,Don’t read mainstream financial news headlines today. If you do, you will be told the world is ending and the market is crashing. You will see doom and gloom everywhere. If you aren’t careful, you may believe that asset prices are destined to fall forever and your portfolio will never recover.This is all nonsense though.Another way to describe the current market is that the S&P 500 is flat over the last 6 months. That is right — insane! Traditional investors are freaking out in recent

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4:22

Is The Trump Administration Crashing The Market On...

The Pomp Letter ·

2025/03/10

To investors,The big question in financial markets over the last two weeks has been “is Donald Trump intentionally trying to tank the US stock market?”This would have been an absurd question before the inauguration. The general thought process was President Trump is a businessman and investor. He measures the health of the US economy through the stock market performance, so you can expect the stock market to go up if Trump becomes President. I know this was the consensus because I believed it too

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4:00

We Finally Have A Strategic Bitcoin Reserve

The Pomp Letter ·

2025/03/07

To investors,President Trump signed an Executive Order last night in the Oval Office to establish a Strategic Bitcoin Reserve. This is a monumental milestone for bitcoin — the nation states have officially arrived.There have been a few countries like El Salvador and Bhutan that previously embraced the digital currency, but America is the big dog and their entrance into the global accumulation race marks a new era. Here is Trump signing the Executive Order, which David Sacks describes as a “digital

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2:53

Maybe We Are Getting A Bitcoin-Only Strategic Reserve...

The Pomp Letter ·

2025/03/05

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,Rumors continue to circulate about the White House Crypto Summit planned for this Friday in

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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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