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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

3:04

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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3:06

Data Shows The Good Times Are Rolling

The Pomp Letter ·

2025/07/22

To investors,The stock market is on fire in the last few weeks. The S&P 500 and Nasdaq each hit a new all-time high yesterday. This puts a cherry on top of an incredible performance run for Nasdaq in particular. Creative Planning’s Charlie Bilello writes “the index has doubled over the last 5 years and quadrupled over the last 10 years.”A 2x in 5 years and a 4x in 10 years. Not too shabby, right?!As for the S&P 500, its all-time high yesterday was the 10th of the year. Not exactly what people

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2:25

Retail Investors Bought Stocks That Are Outperforming...

The Pomp Letter ·

2025/07/21

To investors,The stock market is evolving before our eyes, yet most people haven’t realized how important this evolution will be moving forward. We can start with the power law outcome of the Magnificent 7 stocks. This type of outperformance is just pure dominance of the other 493 stocks in the S&P 500.These 7 stocks — Meta, Apple, Amazon, Alphabet, Microsoft, Nvidia, and Tesla — are probably 7 of the greatest companies ever created in human history. They are able to use technology and capital to

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2:36

Crypto Week Ends With A Bang

The Pomp Letter ·

2025/07/18

To investors,It has been Crypto Week in Washington DC and it looks like the week is going to end with a bang. Each piece of legislation received the necessary House votes yesterday to move forward in their respective processes. First up we have the GENIUS Act. This creates the first federal regulatory framework for stablecoins, it sets standards for issuers, and it mandates consumer protections. The GENIUS Act is headed to the President’s desk to be signed later today.Next we have the CLARITY Act

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2:21

More Data Is Yelling To Us That Inflation Is Falling

The Pomp Letter ·

2025/07/16

To investors,We got more data this morning that proves tariffs are not inflationary. The Producer Price Index (PPI) is a collection of different indexes that measure the average change over different timelines for selling prices received by domestic producers for the goods and services they produce. The PPI metrics came in lower on every single measurement this morning than economists’ expectations.This important because PPI is seen as a leading indicator of CPI. And if PPI is falling, the market

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1:27

Bitcoin's Risk-Reward Is Off The Charts

The Pomp Letter ·

2025/07/10

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

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2:22

The Bitcoin Invasion Of Wall Street Is Just Starting

The Pomp Letter ·

2025/07/09

To investors,The bitcoin invasion of Wall Street has just begun. We have seen the bitcoin ETFs become the most successful ETF launch in history, bitcoin treasury companies are some of the best performing stocks in recent years, and now real estate funds are starting to marry bitcoin with one of the largest asset classes in the world.This is happening at warp speed because Wall Street doesn’t feel like they are under attack. Instead, the traditional financial players are racing to embrace bitcoin

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2:51

Anthony Pompliano's ProCap BTC Transaction Currently...

The Pomp Letter ·

2025/07/08

To investors,A few weeks ago, I announced that my bitcoin treasury company, ProCap BTC LLC, entered into a definitive agreement for a $1 billion business combination with Columbus Circle Capital Corp 1 (Nasdaq: CCCM). As part of the proposed business combination, ProCap BTC LLC raised more than $750 million.My goal with this business is to continue acquiring as much bitcoin as possible. ProCap BTC, LLC has been able to use over $500 million from its initial capital raise to purchase bitcoin so far

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3:59

Is The US Dollar Comeback Upon Us?

The Pomp Letter ·

2025/07/07

To investors,America was built on the idea of risk-taking. Whether it was citizens pushing west in search of freedom on the frontier or modern self-directed investors allocating capital in financial markets, the United States has always been unique compared to the rest of the world when it comes to our risk appetite.You can clearly see this in recent public equity data. Goldman Sachs shows US investors have nearly 4x higher exposure to stocks as a share of household assets. Other countries like

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3:12

The US Dollar Is Being Destroyed And Here Is What You...

The Pomp Letter ·

2025/07/02

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

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2:38

The Bitcoin Messenger Matters

The Pomp Letter ·

2025/07/01

To investors,Ric Edelman is a legend. He was named the #1 financial advisor in the United States and Barron’s put him in the Financial Advisor Hall of Fame. Yes, that is a real thing. And Ric Edelman is sitting comfortably in the Hall of Fame. So a lot of people were shocked to see Ric Edelman’s recent suggestion that investors should put 10% - 40% of their portfolio into crypto assets. These numbers dwarf any recommendation from financial advisors. Everyone is used to hearing 1-3% allocation

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2:14

Stocks Are Ready For The AI Supercycle

The Pomp Letter ·

2025/06/30

To investors,It is hard to quantify the range of emotions felt in financial markets over the last few months. Thankfully, we have data that measures just how historic the market recovery has been. We have literally never seen such a strong rebound in the S&P 500 at any point in history.Down 14% in the quarter. Now back to a positive 9% gain in the same time period. Volatility is an understatement. Creative Planning’s Charlie Bilello shows if you zoom out further to the start of the year, you can see

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2:55

Bitcoin's Volatility Is Coming Down But Maybe That Is...

The Pomp Letter ·

2025/06/27

To investors,The best investors in the world have been thinking about volatility for decades. Charlie Munger once said “Volatility is not a risk we care about. What we care about is avoiding the permanent loss of capital.” Peter Lynch said “The key to making money in stocks is not to get scared out of them.” And Peter Drucker said “The greatest danger in times of turbulence is not the turbulence; it is to act with yesterday’s logic.”Even Sun Tzu got in the game when he said “In the midst of chaos,

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