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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

8:16

The Impending Collapse of Commercial Real Estate

The Pomp Letter ·

2023/06/19

To investors,The $20.7 trillion commercial real estate market is in big trouble. A few weeks ago Treasury Secretary Janet Yellen publicly stated “I do think that there will be issues with respect to commercial real estate.” Famed entrepreneur Elon Musk tweeted “Commercial real estate is melting down fast. Home values next.”Yellen and Musk don’t agree on much when it comes to economics, so it is important to pay attention when they are both sounding the alarm on the same issue.The first thing to

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4:41

A Data-Driven Breakdown of the Labor Market

The Pomp Letter ·

2023/06/14

To investors,The Federal Reserve has been hiking interest rates aggressively for the last year and a half. Although multiple banks have failed and asset prices are down materially, the Fed has remained steadfast in their pursuit of tighter financial conditions.A key reason the Fed has not wavered is the labor market. We currently have an unemployment rate of 3.7%, which is low compared to the historical averages. The unemployment rate in the United States averaged 5.72% from 1948 until 2023,

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3:41

The State of Crypto Market Structure

The Pomp Letter ·

2023/06/01

To investors,Today is a guest post from Will Clemente, co-founder of Reflexivity Research, on the current state of crypto market structure. You can subscribe to Reflexivity’s research by clicking here.After a major first quarter we have seen a continued decline in trading volume across the board for major digital assets across all major centralized exchanges. Throughout the month of May, aggregated trading volumes declined from $23bn to $9bn to their lowest levels since 2020. This represents

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4:10

The AI Hype Cycle Learned From Bitcoin Hype Cycle

The Pomp Letter ·

2023/05/30

To investors,Artificial intelligence is now being talked about by the media as much as bitcoin was discussed during the all-time high run of 2021. This is noteworthy because the media’s coverage will only accelerate adoption, while also helping to solicit more investment dollars to the industry.As Bay Area Times explained, coverage of new product releases like ChatGPT have not slowed down months after the initial take-off.These hype cycles around new technologies, whether AI or bitcoin, always get a

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2:16

Introducing the Bay Area Times

The Pomp Letter ·

2023/05/22

To investors,Today, we are publicly announcing the Bay Area Times — a new product that uses data and visuals to analyze what is happening across business, finance, and technology on a daily basis.The product has been in beta testing with 20,000+ readers for the last few weeks and the feedback has been phenomenal. Now we are ready for prime time, so you can subscribe here completely free.Why are we building Bay Area Times? Simple — it is the news product that we wish we received every morning

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5:00

Is Bitcoin The Largest Insurance Company In The World?

The Pomp Letter ·

2023/05/19

To investors,The concept of an insurance policy is straightforward. A contract is created between a policyholder and an insurer. The contract states that the insurer is legally required to pay for losses outlined by the insurance policy when they occur. In exchange for having their losses covered, the policyholder must agree to pay a premium to the insurer over time. Policyholders pay for the right to insurance and only use it when necessary. These insurance policies can cover many different types

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3:24

The UK Attacks Bitcoin But Actually Ends Up Promoting It

The Pomp Letter ·

2023/05/17

Note: You all should have received my latest book summary (Excellent Advice for Living by Kevin Kelly) in your inbox this morning. It is under our new book brand — The Bookrat. If you don’t see it, please go to your spam folder and move it to your inbox. You can also reply to the email to solve the problem for the future too. Enjoy!To investors,British lawmakers from the U.K. Treasury Select Committee published a report yesterday claiming that bitcoin and cryptocurrencies have no intrinsic value

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4:07

The Banking Crisis Is Not Over Yet

The Pomp Letter ·

2023/04/26

Note: A book summary went out this morning on The Dhandho Investor by Mohnish Pabrai. The sender is “The Bookrat,” so if you did not receive it yet please check your spam folder. Move the email to your inbox or respond to the email to make sure it doesn’t go to spam in the future. Thank you and enjoy.To investors,The second and third largest bank failures in US history happened earlier this year. As more large banks came under pressure around the world, there was concern that the contagion would

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4:55

Is Crypto Dead In America?

The Pomp Letter ·

2023/04/25

Note: Tomorrow you will receive the next installment of our book summaries, which is now called The Bookrat. Many of you reported the email went to spam last week, so please search “Bookrat” in your spam folder and move it to your inbox. You can also respond to the email and that will solve the problem in the future as well. Thank you.To investors,Social Capital’s Chamath Palihapitiya recently said on the All-In Podcast that “crypto is dead in America.” He was referring to the recent increase in

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3:50

Gary Gensler Testifies Before The House Financial...

The Pomp Letter ·

2023/04/19

READER’S NOTE: Many of you have asked me when you will receive more book summaries from the books I am reading each week. I am splitting the content into two separate emails. You will continue to receive my commentary on finance and economics here in The Pomp Letter. You will receive the book summaries once a week through a separate email we are launching today called The BookRat.Separating the content into two dedicated emails is much clearer for readers. You are auto-subscribed to both emails if

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4:43

How The Best Investors Obsess Over Interest Rates

The Pomp Letter ·

2023/04/06

To investors,What the Fed gives, the Fed can take away. This has been the story for interest rates and asset prices for as long as fiat central banks have existed. Each new generation of investors have to learn this lesson the hard way and that is exactly what we have seen over the last 18 months.The Fed’s suppression of interest rates to 0%, coupled with trillions of dollars in QE, led to one of the most epic asset price bull markets in history. You could blindfold yourself and randomly pick

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4:10

The Era of Digital Catastrophe

The Pomp Letter ·

2023/03/20

To investors,We have entered the Era of Digital Catastrophes. The concept of a Digital Catastrophe is going to be important to understand over the coming years. I define it as a large, negative event that occurs in the analog world, which is accelerated by online action and conversation.The first big example we have of this phenomenon is the fall of Silicon Valley Bank, the second largest bank failure in US history. The bank went from operational to insolvent in less than 48 hours. As soon as the

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7:18

The Financial Crisis Is Upon Us

The Pomp Letter ·

2023/03/17

To investors,There is a massive financial crisis underway at the moment. Alarm sirens are going off almost every day. As a friend told me yesterday, “bodies keep floating to the surface.” This is really, really not good.The shut down of Silvergate Bank, along with the takeovers of Silicon Valley Bank and Signature Bank, have been well documented. Two days ago we got word that Credit Suisse was under immense stress and the Swiss National Bank agreed to step in with tens of billions of dollars in

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8:18

The American Banking Scandal of 2023?

The Pomp Letter ·

2023/03/16

To investors,The past week has seen three banks shut down, including the second and third largest bank failures in United States history. This appears to be created by a bad economic situation on the surface, but there is a controversy brewing behind the curtain that I think is worth taking a look at.As most of you know, I have the good fortune of speaking with many of the top venture capitalists and hedge fund managers on a weekly basis. Some of those interactions happen because of my investing

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6:49

Did The Government Bailout Of Banks Just Seal The...

The Pomp Letter ·

2023/03/13

To investors,Silicon Valley Bank’s failure on Friday afternoon left the business and finance industries scrambling in uncertainty. Would depositors get their money back? What would happen to the equity and bond holders? How would so many startups meet their payroll requirements in the coming week?I know of multiple companies who had tens or hundreds of millions of dollars stuck in the bank. They spent the weekend planning what they would do next. The options ranged from mass layoffs to taking

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7:35

Silicon Valley Bank Is A Casualty Of The Fed's Market...

The Pomp Letter ·

2023/03/10

To investors,Silvergate Bank announced they would liquidate earlier this week. Now Silicon Valley Bank has come under immense pressure as a bank run commenced yesterday. There is a lot to unpack in this situation, so let’s dig in.Silicon Valley Bank is the leading bank for Silicon Valley tech companies. Great marketing in their name. Their customer base is dominated by businesses, not retail. And the bank is notorious for extending lines of credit to companies and venture capital firms as well,

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7:17

What I Learned Talking To Interesting People This...

The Pomp Letter ·

2023/03/06

To investors,I hosted a conference this weekend at the Miami Beach Convention Center. The event featured guests from across industries and I sat on stage for nearly 9 hours to interview as many interesting people as possible. Given that many of you were unable to make the Miami-based event, I wanted to share a few of the lessons that I took away from LYCEUM Miami. First, Cathie Wood of ARK Invest kicked off the day with a fireside chat on innovation, venture capital, and exponential growth in

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10:41

The Great CEO Within by Matt Mochary

The Pomp Letter ·

2023/02/27

To investors,I have been reading one book per week this year. This past week’s book was The Great CEO Within: The Tactical Guide to Company Building by Matt Mochary. Highly recommend reading it. If you are interested in the individual highlights that I made in the physical book, you can read those here. Hope you enjoy these notes every Monday morning.Book’s main argument:Matt Mochary is one of the best executive coaches in the world. After repeating the same advice to his various clients, Matt

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14:22

Lessons From Bruce Lee on Being Phenomenal, Dealing...

The Pomp Letter ·

2023/02/20

To investors,I have been reading one book per week this year. This past week’s book was Be Water, My Friend: The Teachings of Bruce Lee by Shannon Lee. Highly recommend reading it. If you are interested in the individual highlights that I made in the physical book, you can read those here. Hope you enjoy these notes every Monday morning.Book’s main argument:Bruce Lee was an international icon who used martial arts to teach the world how to be better human beings. Although he died at age 32, Lee

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14:15

The Creative Act: A Way of Being by Rick Rubin

The Pomp Letter ·

2023/02/13

To investors,I have been reading one book per week this year. This past week’s book was The Creative Act: A Way of Being by Rick Rubin. Highly recommend reading it. If you are interested in the individual highlights that I made in the physical book, you can read those here. Hope you enjoy these notes every Monday morning.Book’s main argument:Rick Rubin was crowned the most important music producer of the last 20 years by MTV, so he knows a thing or two about the creative process. Rubin explains that

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