From the Desk of Anthony Pompliano

Eric Brock, CEO of Ondas, leads the company building platforms for unmanned and autonomous systems. He discusses the massive, early-inning market for aerial, ground, and maritime drones. He explains Ondas’ platform and acquisition-led growth, the Palantir integration for command-and-control, layered counter-drone defenses, and dual government-commercial business models.

They weigh multiple market threats like AI-driven job shifts, private credit stress, and geopolitical risks. They debate why inflation readings may be misleading and how wage weakness could be deflationary. They explore AI and robotics as potential drivers of massive productivity and GDP growth. They close with long-term investing advice focused on ignoring short-term headlines.

Rising oil and gasoline prices after tensions in Iran and the Strait of Hormuz spark panic and market moves. Discussion covers global supply shocks, G7 oil releases, and how oil links more to producer prices than consumer inflation. Explores why the US is less oil dependent today, scenarios for short versus prolonged conflict, and investment hedges amid uncertainty.

They unpack a surprisingly weak February jobs report and rising unemployment. They argue the Fed is late to cut interest rates and urge immediate policy changes. They explain the Donroe Doctrine and its market ramifications. They cover market reactions to Middle East tensions and spotlight an eye‑opening chart on AI replacing white‑collar work.

A spirited rebuttal to Ray Dalio’s negative take on Bitcoin using fresh data and recent market developments. Discussion of sovereign and corporate crypto adoption and protocol upgrades that challenge old assumptions. A detour into Alex Karp’s warning about possible government intervention in AI. A profile of a new investor betting big on AGI and what that might mean for markets.

Jamie Dimon, Chairman and CEO of JPMorgan Chase, a leading voice on the U.S. economy. He stays upbeat about U.S. growth despite market turbulence. He discusses geopolitical risks and long-term economic effects. He warns inflation is a major danger. The conversation also touches on automated mortgage moves and strategic U.S. actions related to China.

Discussion of recent U.S. strikes and the broader reasons behind action against Iran. Analysis of which assets tend to rise in a Middle East conflict, including oil and gold. Expectations for stocks, treasuries, the dollar, crypto, and international equities. Forecasts for real estate, industrial commodities, and market volatility with a focus on portfolio resilience.

Nick Shirley, investigative content creator who exposes government fraud and documents corruption. He talks about the massive sell-off in software and why AI is reshaping SaaS. He explores the surprising link tying Bitcoin to software stock flows. He shares frontline stories of uncovering fraud, confrontations in the field, and how his on-the-ground reporting prompts government action.

David Steinberg, CEO and founder of Zeta Global, a data-driven enterprise marketing leader. He talks about AI becoming a foundational platform component, how AI agents like Athena improve client outcomes, and why strong software companies remain resilient amid market noise. Short, sharp takes on SaaS fundamentals, productivity gains, and Zeta’s growth and cash strategy.

Jordi Visser, commentator on global financial conditions, outlines a deleveraging macro thesis. He discusses liquidity peaking and three simultaneous headwinds pressuring assets. He explores why Bitcoin and gold might rally during a long unwind and tackles tariff uncertainty and AI-driven market narratives.