From the Desk of Anthony Pompliano

Ryan Detrick, Chief Market Strategist at Carson Group, offers quick-market perspective and portfolio thinking. He explains why a roughly 9% pullback can be a buying opportunity. Short takes cover software stocks' upside, commodity and gold moves, Fed policy decisions, midterm-year market patterns, and how diversification and AI are shaping advisor strategies.

Discussion of geopolitical tensions in the Middle East and risks to global oil transit. A look at rising U.S. gas prices and immediate consumer impacts. Analysis of market behavior during sharp pullbacks and where selling pressure is concentrated. Debate over whether short-term oil shocks should sway Fed policy. Exploration of long-term deflationary forces like automation, reshoring, and housing shifts.

A data-driven take on the steep 32% software sell-off since September. A breakdown of two waves that crushed SaaS and which companies are bucking the trend. A case for incumbents monetizing AI using data and distribution. What milestones would flip the market narrative and where upside could appear.

Discussion of rising recession odds and the market signals behind them. Exploration of drivers like oil shocks, stagflation fears, labor weakness, and geopolitical risk. Argument that monetary tools can avert a 2008-style crash. Debate over AI’s impact on engineering roles and how hiring is changing. A look at quiet wealth accumulation and structural forces fueling long-term asset gains.

Ben Cera, founder of Pulsia, built a multi‑million dollar company run by AI agents with him as the only human. He explains how autonomous agent workflows build products, fix bugs, market, and report. Topics include Pulsia’s technical stack, cost and revenue model, autonomy versus automation, scalability limits of vibe coding, and security tradeoffs with agent-driven businesses.

A fast look at why bonds and gold are not behaving like traditional safe havens right now. A deep dive into Iran’s recent actions and how they are shaking markets. A sharp comparison showing Bitcoin outperforming gold amid the conflict. A brief market outlook on oil, yields, and which assets may stay resilient while tensions persist.

Peter Diamandis, entrepreneur and futurist who founded XPRIZE, outlines a "supersonic tsunami" of AI-driven change. He talks about adopting daily AI habits, shifting from grind work to supervision, and preparing society with concepts like Universal High Income. He highlights where value will grow—AI frontier firms, energy/data infrastructure, longevity—and champions optimistic storytelling for an abundant future.

Liz Hoffman, Semafor business and finance editor and host of Compound Interest, unpacks mounting private credit stress and why slow-moving runs on funds matter. She sketches risks spilling into private equity, flags troubled SaaS loan vintages, and explores tech’s growing sway on government, defense funding, and AI policymaking.

Discussion of renewed momentum in the AI trade with major companies cutting costs and expanding AI production. A bold revenue projection for a next‑gen chip fuels speculation about a significant market rally. Institutional caution clashes with retail risk-taking amid geopolitical and rate‑cut uncertainty.

The only asset besides oil going up right now is Bitcoin. The coin is up 10 percent since the first attacks on Iran — all while gold and stocks have largely sold off. Is it Bitcoin's time? It might just be in this period of high uncertainty. We discuss it in today's video!0:00 Headline uncertainty weighs on markets1:23 Oil and Bitcoin are outperforming2:18 Scott Bessent explains US strategy in Iran and Strait of Hormuz 5:16 Is Bitcoin the trade to make right now?Listen to From the Desk of Anthony Pompliano on:Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1DPomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews