David Rutherford Show: "Buckle Up!" — Anthony Pompliano On Bitcoin, Oil, and How Iran Could Collapse The Markets

Mar 16, 2026

48:37

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📍Will Iran collapse your portfolio? Anthony Pompliano joins Navy SEAL and intelligence veteran David Rutherford for a wartime economic briefing — what's really happening with Iran, oil, Bitcoin, and your portfolio right now. Pompliano has been ahead of consensus on tariffs, inflation, and Bitcoin. In this conversation, he breaks down why most people are reading the economy wrong, what "wartime Bitcoin" actually means, and what every serious investor needs to do right now.

00:00 - Preview
00:57 – Bitcoin's evolution: from fringe to wartime asset

06:13 – Iran, the Strait of Hormuz, and the oil price risk

10:24 – The CPI is lying to you — here's the real inflation number

16:51 – Why tariffs AND AI are actually deflationary

22:12 – The $3–4 trillion private credit time bomb

27:47 – The $80 trillion wealth transfer — and how Gen Z is allocating it differently

33:29 – Bitcoin vs. gold: the 40% divergence and what comes next

37:37 – AI is the new Bitcoin — don't miss it again

44:04 – What Trump must do in the next 30 days to stabilize markets

Anthony Pompliano is one of the most widely followed voices in Bitcoin, macro investing, and entrepreneurship. He writes the Pomp Letter newsletter (pompLetter.com) and co-founded CFO Silvia, an AI-powered financial intelligence tool (CFOSilvia.com).

David Rutherford is a former Navy SEAL, CIA-trained operator, and championship performance coach. His show brings elite military and intelligence perspective to the decisions that shape men's lives.

Sponsor:
Black Rifle Coffee: https://www.blackriflecoffee.com/