From the Desk of Anthony Pompliano

Ryan Cohen, entrepreneur and CEO of GameStop who co-founded Chewy, outlines his bold plan to acquire and transform eBay. He discusses why eBay is undervalued, the proposed half-cash, half-stock financing, cost cuts and growth levers like live commerce. Conversation touches on lessons from Chewy, AI use, corporate governance, and next steps for pursuing shareholder support.

A surprise 3.8% CPI jump tied to rising energy prices takes center stage. The conversation highlights how inflation is outpacing recent wage gains and risking demand destruction. Money supply growth and its role in asset price inflation get attention. The episode contrasts short-term energy-driven inflation with longer-term deflationary forces like AI and tariffs.

Jordy Visser, a tech and infrastructure expert, breaks down the AI-driven surge in compute, inference, and data-center buildout. He explains why inference and memory needs are exploding. The conversation highlights booming AI demand, capital flows into infrastructure, and why this rally may have more room to run.

Darius Dale, macro strategist at 42Macro, offers a short take on AI-driven productivity and Fed policy. Paul Tudor Jones, veteran macro trader, explains his basket approach and why he is buying more AI stocks. Dario Amodei, CEO of Anthropic, recounts rapid model growth and compute shortages. They discuss AI adoption, chip and energy needs, and why the AI trade may have far more room to run.

Jordy Visser, a market-focused investor known for thematic investing, explains why volatility signals opportunity. He discusses AI and semiconductors driving big returns. He argues Bitcoin’s swings show it is alive. He warns that “safe” cash can quietly lose purchasing power.

Troy Cates, co-founder and managing partner at Neos who builds option-overlay income ETFs. He discusses the rise of income-producing ETFs and who buys them. He explains how option-overlay strategies generate monthly distributions. He covers realistic yield expectations, risks like capped upside and downside exposure, and how these ETFs fit into broader portfolios.

Discussion of Powell's final FOMC meeting and why he kept rates elevated. Coverage of dissent within the Fed and what unusual internal disagreement means. Debate over whether incoming leadership like Kevin Warsh could push for rate cuts. Contrasting views from figures like Ray Dalio and concerns about the dollar's purchasing power.

Paul Tudor Jones, veteran hedge fund manager who founded Tudor Investment Corporation, issues a stark warning about stretched stock valuations. He discusses risk of low decade returns, why AI is reshaping work, and makes the case for Bitcoin as a top inflation hedge. The conversation also touches on rapid revenue shifts in AI firms and a commodity upcycle.

Jordy Visser, an investor who studies industrial supply-chain impacts of AI, joins to explain rising demand for chemicals, semiconductors, and components. He discusses how AI-driven build-outs boost industrial inputs. Short takes cover why infrastructure, power, and specialized materials will scale and where scarce inputs matter most.

Jordy Visser, commentator on commodities and markets, explains the current commodity bull market and supply shortages. He highlights inflationary dynamics important for investors. Short, punchy takes cover semiconductors fueling rallies, why stocks may keep climbing, and how commodities tie into a broader industrial revolution.