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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

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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3:07

Bitcoin Metric Overview To Start 2025

The Pomp Letter ·

2025/01/02

To investors,Bitcoin is starting the new year with a slight lift in price, but the true measure of success for the digital asset can be found in the underlying metrics. I want to highlight a number of data points for you this morning as we kick off 2025. Bitcoin’s hash rate currently sits at an all-time high, which signals the increasing strength of the blockchain. If you combine all of the computing power from Amazon AWS, Google Cloud, and Microsoft Azure, it still would not equal 1% of the bitcoin

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2:16

Here Are 7 Charts To Understand Where Bitcoin Is Today

The Pomp Letter ·

2024/12/17

To investors,I have assembled a collection of charts and graphics to better understand where we are in the bitcoin cycle, along with how the digital currency is impacting financial markets. First, bitcoin has hit a new all-time high. While that is cause for celebration, we are nowhere near the top of this bull market yet. According to Stockmoney Lizards, “Satoshimeter is loading, but is only 9. We have still a lot of upside.”Bitcoin’s price has been increasing because $3 billion per day is flowing

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4:13

Is It Too Late To Buy Bitcoin?

The Pomp Letter ·

2024/12/16

To investors,As the price of bitcoin has risen in recent weeks, I keep getting asked whether it is a good time to purchase bitcoin. This question comes from friends, colleagues, barbers, taxi drivers, doormen, and random people I meet socially. Everyone wants to know if they should be buying bitcoin or if it is too late. Here is what I tell them — the decision to purchase bitcoin today comes down to three inputs: time, size, and education. On the time aspect, the most important factor in deciding to

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3:39

Bitcoin Hits $100,000 But There Is Lots Of Work To Do

The Pomp Letter ·

2024/12/05

To investors,Bitcoin hit $100,000 per coin last night for the first time in history. This historic milestone is psychologically important because humans like big, round numbers and there is no denying the success of bitcoin now. You can see bitcoin dominating headlines at every major news outlet. Word of mouth is starting to spread. Google search volume is accelerating. The bitcoin marketing machine is working and the $100,000 threshold will be fuel on that fire. But here is the funny thing —

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3:00

Why Is Bitcoin's Price Dropping Right Now?

The Pomp Letter ·

2024/11/26

Today’s Letter is Brought To You By Range!Looking for a tax strategy to offset those BTC gains? Range has you covered -- they have rebuilt wealth management from the ground up, offering investors like you a modern all-in-one comprehensive suite of financial services.With Range, you get everything in one place—investments, taxes, estate, real estate, equity, and cash flow. No more piecemealing your way to generational wealth while hunting for the right connections to manage all aspects of your

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5:47

The Microstrategy of X is coming — Here Is An...

The Pomp Letter ·

2024/11/25

To investors,A key theme in public markets throughout 2025 will be opportunities for corporations to give investors access to corners of the crypto industry that are otherwise hard to access. As I have written about previously, DeFi Technologies has successfully done this with first-to-market ETPs and Hut 8 has created an energy infrastructure business serving both bitcoin mining and artificial intelligence data centers. I recently found another business that I think is well-positioned to capitalize

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4:34

Unpacking Bitcoin's CAGR & Volatility

The Pomp Letter ·

2024/11/18

To investors,I was interviewed by Fox Business’ Charles Gasparino yesterday at the 10X Wealth Conference in Miami, Florida. One of the topics we spent time on was bitcoin’s volatility. This is a common critique used by traditional market participants, but those critiques led me to think more deeply about the pros/cons of bitcoin’s volatility. I should start by saying young investors today should be known as the Volatility Generation. They seek out volatility more than those who came before them,

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2:48

What Is Bitcoin Telling Us As It Goes Higher?

The Pomp Letter ·

2024/11/12

To investors,Bitcoin had one of it’s most impressive days in history yesterday. The asset was up more than 13% and nearly hit $90,000 on the day. There was a lack of substantive news, so I believe the price action was merely Wall Street realizing they were under-allocated to bitcoin.For example, bitcoin was trading around $76,000 on Friday afternoon when the stock market closed. The asset had appreciated and was trading around $82,000 when the stock market opened Monday morning. This means Wall

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3:37

Bitcoin Hits New All-Time High & Wall Street Is More...

The Pomp Letter ·

2024/11/11

To investors,Bitcoin hit a new all-time high of more than $82,300 this morning. This means the digital currency is up over 18% in the last 7 days. The market seems to like that a pro-bitcoin President was elected.The latest all-time high is going to be particularly important for the trajectory bitcoin will travel in the next 12 months. I believe crossing $80,000 — which is a nice, big round number — will catch the eye of many investors and capital allocators. Bitcoin is now in a price range that has

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2:25

Stocks, Energy, Bitcoin, and Degenerate Economy Are...

The Pomp Letter ·

2024/11/07

🚨 READER NOTE: Next Tuesday, I am hosting a free webinar for anyone who wants to learn more about Bitcoin self-custody. It will be a 3+ hour masterclass where my team and I will walk through step-by-step instructions for implementing self-custody and answer questions.The event is completely free and open to anyone who wants to attend. Register for free here: https://lu.ma/selfcustodyTo investors,Yesterday we witnessed the best performance in history for the S&P 500 on the day after an election. It

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2:36

Donald Trump Sends Bitcoin To New All-Time High

The Pomp Letter ·

2024/11/06

To investors,The citizens of the United States spoke loudly last night. They delivered a crushing victory for Donald Trump, including a Republican victory in the House, Senate, popular vote, and electoral college. Very few people thought Trump would win the popular vote, but here we are. This can only be described with one word: Landslide.The mandate to Trump is clear — get inflation under control, make homes more affordable, secure the border, cut taxes, don’t engage in new wars, stop the woke

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2:59

What Will Stocks & Bitcoin Do After The Election

The Pomp Letter ·

2024/11/05

To investors,The next President of the United States will be decided today. Tens of millions of Americans will cast their vote in hopes of seeing their candidate elected. But investors are laser-focused on how the election will impact their portfolio. My goal with today’s letter is to answer that question.First, Chris Hayes and Alex Harring from CNBC analyzed the S&P performance after every election since 1980. Here is what they found:We have only seen a decline in the S&P 500 by the end of the

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