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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

2:10

Stocks, Bitcoin, and Gold Are All Going Higher

The Pomp Letter ·

2025/06/26

To investors,Now that the recession has been cancelled, all eyes are on what will happen to asset prices through the end of the year. I previously predicted in April, at the depths of the fear-mongering, we would see new all-time highs across assets by the end of 2025.We have seen bitcoin, gold, and the Nasdaq 100 each reclaim a new high since then. Next it will be the S&P 500’s turn.Four different assets. All the same outcome. And the good news doesn’t stop there. Carson Group’s Ryan Detrick

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3:21

Capitalism Is Under Attack & Bitcoin Will Benefit

The Pomp Letter ·

2025/06/25

Today 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.With Bitizenship, you can: ✔ Unlock visa-free travel across Europe ✔ Secure a second residency with minimal physical presence ✔ Maintain exposure to Bitcoin through a regulated structure ✔ Set up a future-proof Plan B for yourself and your family ✔ Gain access to one of the world’s most powerful

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1:47

I Raised $750 Million For A New Company...

The Pomp Letter ·

2025/06/23

To investors,I have watched the public company bitcoin treasury landscape develop over the last year and it became obvious to me there were ways to potentially improve on the model. Rather than sit around as a Monday morning quarterback, I decided to jump into the arena and build the solution that I envisioned.Today I am announcing a $1 billion merger to create ProCap Financial, a bitcoin-native financial services firm. The company will be a publicly traded entity on Nasdaq at the conclusion of the

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2:21

Stablecoins Are Eating The World

The Pomp Letter ·

2025/06/19

To investors,Stablecoins are eating the world. It seems like every market participant is jumping head first into the game right now. Here are a few examples:* The Senate recently passed the GENIUS Act in another step towards a federal framework for stablecoins.* Stripe announced a deeper partnership with Shopify to help businesses in 34 countries immediately start accepting stablecoins via Shopify.* Coinbase announced Coinbase Payments, which is a full-stack stablecoin payments product built for

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2:38

Retail Investors Are Plowing Capital Into The Market

The Pomp Letter ·

2025/06/17

To investors,The rise of self-directed investors has been widely discussed, but we just got new data that suggests the trend is even more pervasive than we previously thought.As retail investors have entered the market, there has been a bifurcation in their behavior. One group is sophisticated and informed. They follow timeless investing principles, allocating their capital based on thorough analysis, and tend to perform well in their portfolio. The other group, who is less sophisticated and

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2:12

Altcoin Founders Are Dumping Their Coins And Buying...

The Pomp Letter ·

2025/06/16

To investors,You begin thinking you have seen nearly everything that is possible after being in the bitcoin and crypto industry for nearly a decade, but every once in awhile you see something new that surprises you. That is exactly what happened yesterday when I saw a video clip of Cardano founder Charles Hoskinson talking in a recent recording.Here is Hoskinson talking about selling his altcoins from the Cardano treasury in order to buy bitcoin:This clip is eye-opening for a number of reasons

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2:20

The Historic Market Recovery Suggests Higher Prices...

The Pomp Letter ·

2025/06/11

To investors,Pessimists sound smart, optimists make money.This old adage is proving to be more true every day. Adam Kobeissi is just as impressed with the market’s historic recovery as I am. He writes:“The S&P 500 has rallied +20.4% over the last 41 trading sessions, its third-best run this century. During the same period, the Nasdaq 100 has risen +27.3%, its third-biggest rally since 2002. Only 2020 and 2008 haven seen such sharp recoveries over the last two decades. As a result, the S&P 500 and

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2:40

The Plan For Every American To Own Stocks Is Very Good

The Pomp Letter ·

2025/06/10

To investors,The Federal Reserve cracked the market in 1971 when we went off the gold standard and America’s central bank finished the job by breaking the market in 2008-2009 with the undisciplined use of quantitative easing. Prolonged bear markets have been outlawed and anyone saving in dollars is punished annually with 5% or more debasement of their economic value.Not exactly a rosy picture for millions of Americans.But this trend of debasement has slowly convinced more citizens to allocate their

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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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