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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

3:33

The Jobs Report Proves The Fed Is Behind The Curve

The Pomp Letter ·

2025/09/05

To investors,The jobs report this morning is going to send shockwaves throughout the market. We saw growth slow to an extraordinarily low 22,000 payroll additions in the month of August. As if that wasn’t bad enough, the June jobs revision brought the June jobs number negative. Heather Long points out the new data shows the US economy lost 13,000 jobs in June, which is the first negative month since December 2020. She goes on to say “there's barely been any job growth in the past 4 months. Almost

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3:37

Bitcoin Bull Market Is Being Driven By Corporations

The Pomp Letter ·

2025/09/04

To investors,Bitcoin adoption happened in a special way. Most technology is first used by militaries and nation states, then corporations adopt it, and finally the average person is given access to the technology. This happened with the internet, phones, computers, and many other innovations of the last century. But bitcoin has been different.The people adopted bitcoin first. Nation states thought about banning it. Corporations thought it was too risky. It was the average person who did the work to

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4:54

Gold Is Appreciating Amid Heavy Central Bank Buying

The Pomp Letter ·

2025/09/02

To investors,There is a seismic shift underway in how countries think about preserving their economic value for the long-term. It is imperative that you understand what is happening here because the ramifications will touch every asset class, every market, and every investor over time.Let me explain.The story is best seen through the explosion of adoption related to gold as a reserve asset for foreign governments. Adam Kobeissi writes:“Gold is replacing fiat currencies as a reserve currency: Gold's

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2:31

Central Banks Now Own More Gold Than US Treasuries

The Pomp Letter ·

2025/08/28

To investors,We are living through a very important shift in macro investing. You can see it clearly with a brand new development that hasn’t happened in the last 30 years. Three decades!So what is this development?Macro analyst Tavi Costa points out “Foreign central banks now officially hold more gold than US Treasuries — for the first time since 1996. Let that sink in. If you think this buying streak is ending, just look at what happened in the 1970s. This is likely the beginning of one of the

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2:59

Data Says Artificial Intelligence Is Destroying Jobs...

The Pomp Letter ·

2025/08/27

To investors,A recent study spells disaster for many young people entering the workforce right now. Simply, these young people are getting smoked in the job market due to artificial intelligence. The new paper tried to understand where artificial intelligence is driving more jobs in the economy and where AI is destroying jobs.And, as expected, the conclusions are a doozy. The paper is titled “Canaries in the Coal Mine? Six Facts about the Recent Employment Effects of Artificial Intelligence” and it

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5:29

Is The US Government A Business Now?

The Pomp Letter ·

2025/08/26

To investors,The landslide victory for President Trump in November’s election suggested that a large portion of the country was excited about the prospect of putting a businessman and investor back into the White House. Since his inauguration, Trump and his administration have gone to work implementing their plan with a frenetic pace.Most of the commentary this year has been focused on Trump’s tariff policies. There was intense volatility and uncertainty through the first half of the year. Tariffs

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4:47

Did The Federal Reserve Abandon Their 2% Inflation...

The Pomp Letter ·

2025/08/25

Join us at the Independent Investor Summit in NYC on September 12th!Markets are breaking records. Public equities are outperforming. And individual investors are driving it all. It’s officially the rise of the retail investor.On September 12th in NYC, I’m hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors.We’re bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, and one-on-one

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2:41

Is The Bitcoin Bull Market Over?

The Pomp Letter ·

2025/08/21

Today’s Letter Is Brought To You By A Golden Visa for the Bitcoin-Forward Investor!Bitizenship helps Bitcoiners secure EU residency and a path to Portuguese citizenship, without abandoning their long-term thesis.Bitizenship Helps You:✔ Unlock visa-free travel across Europe✔ Secure residency with minimal physical presence✔ Maintain Bitcoin exposure through a regulated structure✔ Set up a future-proof Plan B for your family✔ Gain one of the world’s strongest passports in 5 yearsTime-Sensitive Update:

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3:18

Public Companies Should Be More Valuable Because They...

The Pomp Letter ·

2025/08/20

To investors,It feels like there are two different realities in financial markets right now. You see it in the wealth inequality gap, which is being discussed non-stop across political aisles, but you can also see it in the way retail investors and institutions are behaving.Global Markets Investor writes “The gap between retail and professional investors have rarely been greater: Mom-and-pop investors have purchased ~$190 billion in US equity ETFs so far in 2025. At the same time, institutional

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3:30

Everything Is Speculation and Everything Is A Meme

The Pomp Letter ·

2025/08/19

To investors,The government is never going to stop printing money. That is my main investment thesis for the foreseeable future.Plenty of people want to politicize our addiction to money printing. They claim the opposing political party is responsible for the undisciplined destruction of our currency. But the truth is money printing isn’t reserved to a specific political party.Creative Planning’s Peter Mallouk writes “Red or Blue, the national debt goes up. The only thing both parties can agree on

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2:55

Is The Stock Market Overvalued?

The Pomp Letter ·

2025/08/18

Join us at the Independent Investor Summit in NYC on September 12th!Markets are breaking records. Public equities are outperforming. And individual investors are driving it all. It’s officially the rise of the retail investor.On September 12th in NYC, I’m hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors.We’re bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, and one-on-one

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2:27

Bitcoin Is Telling Us The Stock Market Is Not Overvalued

The Pomp Letter ·

2025/08/11

Join us at the Independent Investor Summit in NYC on September 12th!Markets are breaking records. Public equities are outperforming. And individual investors are driving it all. It’s officially the rise of the retail investor.On September 12th in NYC, I’m hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors.We’re bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, and one-on-one

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3:04

Is Bitcoin's Volatility Gone Forever?

The Pomp Letter ·

2025/08/08

To investors,Bitcoin’s volatility has long been a major selling point for investors to purchase and hold the asset. Retail investors saw the volatility as a way to buy bitcoin early before it went up a lot. Sophisticated, institutional investors saw the volatility as an asymmetric bet that presented the best risk-reward scenario in finance.So what happens if the volatility starts to disappear?We don’t have to guess anymore, because this is starting to happen over the last two years. Bloomberg’s Eric

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3:00

The Money Printer, The Debt, and Data Centers

The Pomp Letter ·

2025/08/05

To investors,The US national debt continues to grow to the sky at an alarming rate. That isn’t a big secret. Frankly, thousands of people yell and scream about the problem online every day. But new data suggests the debt ceiling, which is supposed to limit how much the government can borrow, may actually contribute to a higher national debt over time.You can see in this chart from Global Markets Investor on X that the national debt explodes higher as soon as the debt ceiling is raised or removed

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3:52

Bitcoin Rate of Return

The Pomp Letter ·

2025/07/31

To investors,There are a few different ways you can measure the results of an investment. You can use Internal Rate of Return (IRR), Return on Investment (ROI), Compound Annual Growth Rate (CAGR), or Time-Weighted and Money-Weighted Returns (TWR/MWR).Each of these metrics is trying to measure something slightly different, but ultimately the goal is for the calculation to answer the question “is this investment good or bad?”But there is one problem with these metrics — they all measure the investment

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2:30

Here Is Proof We Are Watching A Historic Economic Boom

The Pomp Letter ·

2025/07/30

To investors,It seemed like everyone was predicting an economic collapse just a few weeks ago. There was talk of recessions, depressions, and empty shelves on every news channel. The academics and economists were relevant for two seconds because they brought out a bunch of misplaced theories on why the new economic policies being implemented were guaranteed to bring financial pain to Americans. They were all wrong. The United States economy is experiencing a historic economic boom. We got Q2 GDP

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2:12

The Inflation Surprise Has People Scratching Their Heads

The Pomp Letter ·

2025/07/29

To investors,Many economists and market commentators predicted sky-high levels of inflation after the flurry of tariff announcements coming out of Washington DC earlier this year. Fortunately, those predictions have not proven true in the last few months.Truflation, the leading real-time alternative inflation metric, shows inflation started the year hovering around 3%, fell to approximately 1.2% in April, and now sits near the Fed’s target of 2%.This means despite all the chaos, inflation has fallen

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2:54

Trade Deals Mean Stocks & Bitcoin Are Going Much Higher

The Pomp Letter ·

2025/07/28

Join us at the Independent Investor Summit in NYC on September 12th!Markets are breaking records. Public equities are outperforming. And individual investors are driving it all. It’s officially the rise of the retail investor.On September 12th in NYC, I’m hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors.We’re bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, and one-on-one

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2:10

The Right Memes Are Driving Stocks Higher

The Pomp Letter ·

2025/07/24

Join us at the Independent Investor Summit in NYC on September 12th!Markets are breaking records. Public equities are outperforming. And individual investors are driving it all. It’s officially the rise of the retail investor.On September 12th in NYC, I’m hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors.We’re bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, and one-on-one

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2:47

Welcome to the New Normal

The Pomp Letter ·

2025/07/23

To investors,One of the most surreal aspects of financial markets since the 2008 Global Financial Crisis is that bitcoiners were right. Not in a “I told you so” way, but rather how broken the market has been since the government decided to implement the QE playbook at every downturn.Everywhere you look you can see someone stuck in the old world yelling and screaming about valuations and frothiness. “This stock is overvalued.” “That stock is overvalued.” “The market is going to crash next week.”

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