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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

1:21

Why 8% Is Such An Important Number Right Now

The Pomp Letter ·

2025/06/05

To investors,Fred Krueger had a great write-up yesterday about the importance of “8%” in modern finance. He started by pointing out since 2000, global money supply has been growing exactly at 8%.But then Fred pointed out that US debt has also been growing at 8% — what a coincidence!Next, if you look at the S&P 500 and add in dividends, then you see another result that looks pretty damn close to 8%. If you incorporate taxes, “you lose a minimum of 25%.” Fred shows that housing is in a slightly

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1:53

Bitcoin, Bonds, and BitBonds

The Pomp Letter ·

2025/06/03

To investors,There has been a lot of talk about bitcoin coming to the bond market in the last few weeks. We have seen Strategy and other bitcoin treasury companies use unique structures to get capital leveraging anything from convertible debt to structured notes.But the more interesting area is the idea of a BitBond. Sam Lyman writes for Forbes:“BitBonds are like regular bonds in the sense that Treasury would allocate 90% of the bond to fund the government. But it would then use the remaining 10% of

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2:38

Stocks Are Proving The Bears Wrong

The Pomp Letter ·

2025/06/02

To investors,We have been hearing for months about an incoming economic calamity. The doomsday predictors promised us recessions, depressions, and stock market crashes that would make Black Friday blush. Of course, these people look absolutely insane in hindsight. We didn’t get any of that. In fact, we got the exact opposite. Ryan Detrick shows the S&P 500 just posted the best performance for the month of May in the last 35 years.That is crazy considering the fear-mongering that has been spread in

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2:30

If Tariffs Are Not Allowed, What Happens Next?

The Pomp Letter ·

2025/05/29

To investors,We got news yesterday that a federal court has thrown a major wrench into President Trump’s economic plan. CNBC writes:“The U.S. Court of International Trade on Wednesday blocked steep reciprocal tariffs unilaterally imposed by President Donald Trump on scores of countries in April to correct what he said were persistent trade imbalances.The ruling deals a potentially serious blow to the Republican president’s economic agenda and ongoing efforts to negotiate trade deals with various

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2:22

The Money Printer Will Send Bitcoin Higher

The Pomp Letter ·

2025/05/28

To investors,The administration is making a significant pivot in their economic policy. We just watched them shift from a focus on cutting government spending to an obsession with growth at all costs. This strategic change is coming at an interesting point in time. Creative Planning’s Charlie Bilello highlights “the US Money Supply hit an all-time high in April for the first time in three years. After a brief hiatus, money printing is back.”Put money printing is not the only reason why timing really

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2:17

There Is Misinformation Everywhere In Financial Markets

The Pomp Letter ·

2025/05/27

To investors,Traditional markets are full of misinformation right now. You know how stock investors always say they want to hold equities because of the cash-flow? Well Mike Zaccardi shows gold has destroyed the return of the S&P 500 by 2x since the year 2000.Public market investors must be in shambles seeing this. But the misinformation doesn’t stop there. You know how everyone always says to diversify your portfolio across various stocks or assets? Well X account Hidden Monopolies says the data

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3:04

ProCap Acquisition Corp Just Listed On Nasdaq

The Pomp Letter ·

2025/05/21

To investors,I have spent the last 15 years of my career in the private markets. I started out building companies, then went to work at Facebook, and eventually became a full-time investor. I always joke that my generation watched The Social Network movie and everyone wanted to be the next Zuckerberg or they wanted to invest in him.My generation has over-rotated to private markets. It is impossible to ignore. But I think we are about to witness a rotation back to the public market. Undisciplined

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3:49

Retail Investors Are Pouring Capital Into The Market...

The Pomp Letter ·

2025/05/20

To investors,Retail investors have long been thought of as the “dumb money” in financial markets. The hedge funds and large institutions were the sophisticated money. They had the Ivy League degrees, lots of technology at their fingertips, and they were paid millions of dollars per year to find the edge to create massive profits.But multiple data points in recent years suggest individuals on the internet are catching up to the institutions in terms of intelligence and sophistication.Here are some

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3:32

Volatility Rules The Day Now

The Pomp Letter ·

2025/05/19

🚨 New Product Launch: Introducing Silvia, your new personal CFO. We built this product for me and now we are opening it up for everyone else. The product uses AI models to track your net worth, analyze your portfolio, answer any questions you have about your finances, and make suggestions on how you can improve. You can text, email, or call the CFO too which is really cool. The video below has a live demo of the product.Silvia currently has more than $1.1 billion of assets connected to the platform

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3:05

Markets Love Reflexivity And So Do Investors

The Pomp Letter ·

2025/05/14

To investors,Humans are full of fear and greed. They get over-excited in the good times and they run in fear during the bad times. This is a story as old as time. You can’t change human nature, therefore you can’t change markets. So the only thing you can do is study history to be prepared for the future.That is why I posted on X on April 6th two words: Study reflexivity.Reflexivity is one of the core concepts embraced by every great investor I know.“Reflexivity can lead to self-reinforcing cycles

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2:52

This Stock Will Start Trading On Nasdaq Today

The Pomp Letter ·

2025/05/12

To investors,There has been a wave of publicly-listed crypto companies in Canada trying to crossover into the United States. The idea is that America has the strongest, most liquid capital markets in the world. If you can get listed on the Nasdaq or the New York Stock Exchange then you appeal to a wider investor base.The problem for the last few years was the prior administration’s SEC was not willing to approve these companies to cross into the US market. That is all about to change though. Galaxy

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3:29

The Good Times Are Coming Again

The Pomp Letter ·

2025/05/08

To investors,There has been fear and maximum negativity dominating financial markets in the last few months. All the pessimists are wrong though. I believe things are about to get very crazy in markets.The sell-off in stocks, bitcoin, and other assets earlier this year was based on uncertainty. As we get clarity on the economic policies of this administration, we should expect asset prices to aggressively recover. But the thing is that asset prices have already recovered without total clarity — the

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2:20

This Bitcoin Stat Shows Investors Are Preparing For A...

The Pomp Letter ·

2025/05/07

To investors,Gold has been dominating Bitcoin’s performance this year. The precious metal is up 27%, while bitcoin is only up 4% year-to-date.But there is something fascinating happening — investors are pouring capital into the bitcoin ETFs at an unprecedented rate. Split Capital points out that inflows for BlackRock’s bitcoin ETF have now surpassed inflows this year for GLD, the most popular gold ETF.Bitwise’s Hunter Horsely said it well when he tweeted “I don’t know if people appreciate how

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3:28

Investors Are Being Forced To Care About Politics

The Pomp Letter ·

2025/05/06

To investors,Growing up most of us were taught to never talk about politics at work, but that is no longer possible — politics and investing is so intertwined that you have to evaluate the totality of the situation. If you ignore one or the other, you will end up uninformed.Let me give you a few examples.First, we can look at tariffs. There is new data out suggesting a massive shift in the attitude of Americans towards free trade. It appears that liberals and moderates significantly changed their

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3:23

Why Did Warren Buffett Retire?

The Pomp Letter ·

2025/05/05

To investors,Warren Buffett held his annual conference this year and it did not disappoint. The event has become the Woodstock of Capitalism. More than 40,000 Buffett disciplines make the trip to Omaha as if they are visiting Mecca to hear from their prophet. There are parties, there are side events, and there is a lot of worshiping of one of the greatest investors of our lifetime.And this year was extra special because Warren Buffett announced his retirement as CEO of Berkshire Hathaway, which

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1:20

Gold Has Outperformed, But Now It Is Bitcoin's Turn

The Pomp Letter ·

2025/05/02

To investors,Bitcoin is up over the last 5 days, while gold has been falling. This outperformance is a departure from the trend year-to-date where gold has been significantly outperforming bitcoin.Gold is up more than 20% since January 1st and bitcoin is only up 3%. As I continue to say, both assets embody the sound money principles that investors are seeking during times of uncertainty.But there is one key data point to understand to get an idea of what happens next — bitcoin usually lags moves in

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2:41

Stocks, Gold, And Bitcoin Are Telling The Bears They...

The Pomp Letter ·

2025/05/01

To investors,Liberation Day was about one month ago. It feels like years ago at this point. But the Declaration of Economic Independence brought market uncertainty, chaos, fear, and a hell of a lot of screeching from the cheap seats about how the economy was going to be destroyed.All that noise ended up being just that — noise.The S&P 500 is essentially flat for the month of April and the Nasdaq 100 is up more than 1% in the same timeframe. And to think there are still people talking about the Great

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3:50

Why Is Everyone Suddenly Agreeing We Should Tackle...

The Pomp Letter ·

2025/04/28

Today’s letter is brought to you by Consensus!Consensus is Crypto’s Most Influential Event20,000 of the world’s most ambitious builders and boldest investors are coming to Consensus to make connections and shape the future of the digital economy in Toronto this May 14-16, 2025.Here’s a glimpse at what’s ahead:* New! Bitcoin & Mining Summit: Discover Bitcoin’s potential with insights on energy, hardware, L2s, ETFs, and more* World-Class Content: Gain and grow with firsthand advice from 400 expert

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1:03

Humanoids Will Create Trillions In Value?

The Pomp Letter ·

2025/04/22

Today’s letter is brought to you by Consensus!Consensus is Crypto’s Most Influential Event20,000 of the world’s most ambitious builders and boldest investors are coming to Consensus to make connections and shape the future of the digital economy in Toronto this May 14-16, 2025.Here’s a glimpse at what’s ahead:* New! Bitcoin & Mining Summit: Discover Bitcoin’s potential with insights on energy, hardware, L2s, ETFs, and more* World-Class Content: Gain and grow with firsthand advice from 400 expert

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2:13

Here Is Good News About The Stock Market & Bitcoin

The Pomp Letter ·

2025/04/21

To investors,The last few weeks in financial markets have been a roller coaster. Fear is running wild and investors are worried there is no end in sight to the recent market drawdown. I come bearing good news though.Fidelity’s Jurrien Timmer writes “Statistically speaking the further the market falls the more likely it is to recover. Yes, some 20% declines become 50% “super bears,” but more often than not the market has historically started to find its footing at -20%, as it appears to have done

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