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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

2:33

The Fed Is Well Positioned To Fight Off A Recession

The Pomp Letter ·

2024/08/27

Today’s letter is brought to you by Unbound Golden Visa!What if you could use Bitcoin as a tool to unlock future freedom for you and your family? Well, now you can.Unbound is the Portuguese Golden Visa Fund that invests in local companies 100% owned by the fund, which in turn invest in Bitcoin via SEC-compliant ETFs.The Portuguese citizenship by investment program is the top European choice. With extensive experience, the team facilitates EU citizenship, unlocking freedom across 27 countries.This

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3:13

Are Interest Rate Cuts Going To Happen In September?

The Pomp Letter ·

2024/08/19

To investors,All eyes in financial markets are on the September interest rate decision from the Federal Reserve. Investors have been convinced interest rate cuts were right around the corner at various times throughout the year, but recent economic data has finally driven consensus agreement for September. Kalshi, a leading prediction market for economic data, shows an 88% chance that the Fed will cut rates by 25 basis points in approximately one month. But here is the thing — no one actually knows

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3:08

Market Problems Aren't Solved With Government Solutions

The Pomp Letter ·

2024/08/16

To investors,Vice President Harris is expected to unveil an economic plan later today in her bid to be elected President of the United States in November. The plan will cover numerous topics, but two things getting attention already are her ideas on how to bring down the cost of food and home ownership. First, it is true that food prices have exploded in America. Grocery bills are up nearly 26% since the last election in November 2020. Both sides of the aisle agree we need to get these prices down,

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2:22

Volatility! You Ain't Seen Nothing Yet

The Pomp Letter ·

2024/08/13

To investors,On June 27th I wrote a letter to this group titled “Prepare For A Volatile Second Half Of The Year.” It included the following chart from Bank of America, which highlighted a 25% increase in volatility from July - November of election years. Almost exactly on cue, volatility exploded within the next 45 days. Michael Batnick from Ritholtz Wealth Management put together this chart to show the volatile move was the third highest VIX spike since 1990. Volatility works in both directions. It

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3:28

Bitcoin Defends Purchasing Power In Breathtaking Way

The Pomp Letter ·

2024/08/12

Today’s letter is brought to you by Domain Money!Wondering where to go for financial advice? Domain Money makes financial planning simple. No hidden fees and no sales pitches - you get a personalized roadmap to your goals, from dream vacations to retirement.Flat-fee advisors create a plan tailored to you, with zero pressure to invest. Don’t be like most people who’ve never had a real conversation about their financial plan. Book a free strategy session today here.While I'm not a Domain Money client

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4:06

Bitcoin Critics Are Grasping At Straws

The Pomp Letter ·

2024/08/07

READER NOTE: Next Tuesday I am hosting a free webinar for anyone who is trying to transition into a new job in the bitcoin and crypto industry. Previously, my team and I have helped more than 3,000 people find a new role, so I will break down the lessons learned and provide specific and actionable advice on how to make the jump efficiently.The event is completely free. I will be joined by people from BTC Inc. and Blockware who will share their experience in finding a new job.To investors,Bitcoin

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4:40

Are We In A Recession and Should You Be Worried?

The Pomp Letter ·

2024/08/05

Today’s letter is brought to you by Domain Money!Wondering where to go for financial advice? Domain Money makes financial planning simple. No hidden fees and no sales pitches - you get a personalized roadmap to your goals, from dream vacations to retirement.Flat-fee advisors create a plan tailored to you, with zero pressure to invest. Don’t be like most people who’ve never had a real conversation about their financial plan. Book a free strategy session today here.While I'm not a Domain Money client

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4:40

My Takeaways From The Bitcoin Conference Speakers

The Pomp Letter ·

2024/07/29

Today’s letter is brought to you by Domain Money!Wondering where to go for financial advice? Domain Money makes financial planning simple. No hidden fees and no sales pitches - you get a personalized roadmap to your goals, from dream vacations to retirement.Flat-fee advisors create a plan tailored to you, with zero pressure to invest. Don’t be like most people who’ve never had a real conversation about their financial plan. Book a free strategy session today here.While I'm not a Domain Money client

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2:21

Five Charts That Show Crypto Is Hitting Its Stride

The Pomp Letter ·

2024/07/22

To investors,President Joe Biden announced yesterday that he would not be seeking re-election in November. This is the latest development in an already chaotic Presidential election season, which has included criminal convictions, assassination attempts, and debates around the cognitive abilities of older candidates. To add to the chaos, Biden announced his decision to leave the race via a written statement on Twitter. There was no press conference. There was no pre-recorded video. Just a typed-out

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1:55

Bitcoin Is About To Claim Victory On Wall Street

The Pomp Letter ·

2024/07/18

To investors,Changing your mind when new facts are presented should be encouraged. It is a sign of intelligence.One example of this from earlier in the week was JD Vance’s selection as the Republican candidate for Vice President. Vance previously had been a Never Trumper. He had shared harsh criticisms of the former President and condemned Trump’s actions. But Vance claims he eventually changed his mind. When asked this week what happened, here is what he said:“I allowed myself to focus so much on

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3:08

Value Created vs Value Captured

The Pomp Letter ·

2024/07/12

READER NOTE: There are over 800 Bitcoin-only businesses and 2,500+ Bitcoin-focused companies with thousands of open job roles. Next week I'm hosting a webinar with BitcoinTalentCo who will provide a masterclass for how to get a Bitcoin job. These open roles span everything from engineers to customer service — if you want to work in the bitcoin industry then you should attend to learn. Register for free here:To investors,There is a big difference between getting rich and solving a real problem in

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2:03

I've Been Building A New Investment Firm For The Last...

The Pomp Letter ·

2024/07/10

To investors,For the last two years, I have been quietly building Professional Capital Management — a new investment firm. The new firm takes a very different approach to compounding capital. First, the world is becoming more uncertain and less serious. Society is going to need professionals to step up and solve important problems. A professional is obsessed with being the best. They seek new information and constantly want to improve. A professional takes responsibility for their successes and

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3:46

Home Affordability Has Been Destroyed And It Is A...

The Pomp Letter ·

2024/07/03

To investors,Housing affordability has hit the lowest point since 2007 according to a recent article in Bloomberg. Prashant Gopal writes:“Owning a house is less affordable for average earners in the US than at anytime in 17 years.The costs of a typical home — including mortgage payments, property insurance and taxes — consumed 35.1% of the average wage in the second quarter, the highest share since 2007 and up from 32.1% a year earlier, according to a new report from Attom.Growth in expenses, along

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2:49

Risk-Free Return vs Return-Free Risk

The Pomp Letter ·

2024/07/02

To investors,US Treasuries have long been considered the risk-free return. You could buy these assets, hold them to maturity, and you were guaranteed a pre-determined return. There was no risk because the return was paid by the US government and no one seriously worries about a US default that would prevent Treasury holders from being paid. I don’t believe this is the correct way of viewing the world anymore though. US Treasuries are now a return-free risk. Read that again. Return-free risk. What do

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4:12

Will The Stock Market Trade 24/7?

The Pomp Letter ·

2024/07/01

To investors,The crypto market has been trading 24/7/365 since the first coins traded hands nearly 15 years ago. Anyone in the world with an internet connection can buy or sell assets, regardless of the time of day. Weekdays? Market is open. Weekends? Market is open. Midnight? Market is open. Holidays? Market is open. This type of always-on market is how assets should trade. It allows market participants maximum flexibility to express their views at all times. The US stock market hasn’t followed

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2:16

Prepare For A Volatile Second Half Of The Year

The Pomp Letter ·

2024/06/27

To investors,Many financial assets are trading sideways as we enter the summer months. This can cause investors to question whether certain investment ideas have been disproven and/or should be shut down. Humans are really bad at being bored.But Charlie Munger said it best when he stated, “the big money is not in the buying and the selling but in the waiting.” To those who can survive these sideways months are likely to have relief on the way in the second half of the year. Bank of America’s

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2:30

Inflation May Have Been Much Higher Than We Thought

The Pomp Letter ·

2024/06/24

To investors,Former Secretary of the Treasury Larry Summers put together a Twitter thread back in February which was widely ignored. In his comments, Summers makes an argument that increasing interest rates drastically accelerated the true inflation rate experienced by an average citizen. He specifically calls out this increased inflation was missed by the current CPI measurement. For example, Summers argues the following:“Pre-1983, mortgage costs were in the CPI as were car payments pre-1998. Now,

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2:49

The Stock Market Can Tell Us Things About Crypto

The Pomp Letter ·

2024/06/21

To investors,The crypto market is separate and distinct from the stock market in many ways. The assets in this new industry trade 24/7/365, are available to anyone with an internet connection, and historically have gone up or down based on different value drivers than public equities. But it would be a mistake to completely ignore what happens in the stock market when evaluating crypto assets. For example, the stock market and crypto both succumbed to rising interest rates during 2022 and 2023. As

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2:59

Regulators Say Ethereum Is Not A Security

The Pomp Letter ·

2024/06/19

To investors,A popular bitcoin maximalist talking point for years has been “bitcoin is the only crypto commodity and the rest of the tokens are unregistered securities.” How do I know that has been the talking point? Because it is something that I believed for a long time. It is something that I have heard repeated over and over again by various bitcoin friends. But over the last 12 months I’ve changed my mind. It became obvious that assets other than bitcoin would end up on Wall Street. Some of

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3:42

Are Retail Investors Beating Institutions To The...

The Pomp Letter ·

2024/06/18

To investors,A few people have been asking me why bitcoin spot ETF inflows have been occurring, but the price of bitcoin is not drastically increasing. This is a good question, so I figured I would do my best to answer.We must first understand that financial markets are highly complex. There is almost never a single answer for why the price of an asset is moving up, down, or sideways. Bitcoin is the perfect example. The second thing we must understand is that bitcoin’s volatility has been dropping

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