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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

3:09

Wall Street's Pessimist Has Finally Turned Bullish

The Pomp Letter ·

2025/09/23

Today’s letter is brought to you by MoonPay!Join over 30 million users who trust MoonPay as their universal crypto account.We make it easy to buy and sell crypto in over 180 countries, with no-to-low fees and all your favourite payment methods like Venmo, PayPal, Apple Pay, card and more.MoonPay is the only account you need in the DeFi ecosystem. Trade, stake and build your portfolio all in one place.Start now and get zero MoonPay fees* on your first transaction.To investors,Mark Spitznagel is one

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3:11

These Two Factors Are Driving Stocks Much Higher

The Pomp Letter ·

2025/09/22

To investors,There is something different about financial markets today in comparison to decades ago. The government took us off the gold standard in 1971, but that was only the first step in what seems to be transpiring. The accelerated currency debasement over the last 5-6 years has completely changed the market. Tyler Neville writes:“This is an excellent chart that symbolizes that we are in fact living through Weimarica. Markets are now a political utility that are managed in order to finance

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2:29

The Case For A 50 Basis Point Interest Rate Cut Today

The Pomp Letter ·

2025/09/17

To investors,Jerome Powell and the Federal Reserve are poised to make their first interest rate cuts of the year later today. Are they behind the curve? Of course. Have people lost confidence in the Fed? Obviously.But we have finally arrived at the big day for the central bank to capitulate. They have been gaslighting the American people for months by predicting sky-high inflation, which was their main reason for not cutting rates.But that prediction never came true. Inflation is much lower than

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2:40

Bitcoin Is Poised To Go Higher In The Coming Weeks

The Pomp Letter ·

2025/09/16

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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4:36

The Fed Will Cut Rates & Assets Are Going Much Higher

The Pomp Letter ·

2025/09/15

To investors,Things are about to get very crazy across financial markets. Now I know there are plenty of people predicting the next recession is right around the corner, but they are simply wrong.I am not sure if they are looking at bad data, drawing bad conclusions from good data, or some combination of the two. It doesn’t really matter how they are arriving at the wrong conclusion.They are just flat out wrong.Take the US stock market as one data point. Adam Kobeissi writes:“The stock market is

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3:30

Retail Investors Just Pulled Off One Of The Best...

The Pomp Letter ·

2025/09/11

To investors,Retail investors just got a massive win last night. Their activism campaign to enact change at Opendoor ($OPEN) was completed with the naming of a new CEO and two new board members. For context, Opendoor went public via a SPAC in December 2020. The company saw its stock price decline down to $0.51 per share earlier this year. The negative performance can be attributed to a confluence of factors, including a tough interest rate environment, a revolving door of talent, and a lack of

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3:49

Crypto Is Feeding Wall Street Exactly What They Want

The Pomp Letter ·

2025/09/09

Today’s letter is brought to you by MoonPay!Join over 30 million users who trust MoonPay as their universal crypto account.We make it easy to buy and sell crypto in over 180 countries, with no-to-low fees and all your favourite payment methods like Venmo, PayPal, Apple Pay, card and more.MoonPay is the only account you need in the DeFi ecosystem. Trade, stake and build your portfolio all in one place.Start now and get zero MoonPay fees* on your first transaction.To investors,It is important you

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4:01

Here Is Proof The Pessimists Are Wrong

The Pomp Letter ·

2025/09/08

To investors,It seems many people are freaked out over the weak jobs report from last week, but I don’t think people quite understand what is happening right now. We are living through one of the most historic moments in technology history. You may think that sounds like hyperbole, but I brought cold, hard facts to prove it.Take a look at this chart from Aahan Menon — tech sector output is skyrocketing at the same time that tech sector employment is contracting.Quite literally, we have never seen

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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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516 results

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