From the Desk of Anthony Pompliano

They argue government inflation stats have been misleading and point to private trackers that give faster signals. Prediction markets and new tools are presented as superior forecasting methods. A discussion covers the AI arms race, job disruption, and using AI to generate income. The show also explores Bitcoin’s market mood and growing institutional accumulation.

David Sacks, investor and entrepreneur known for macro and tech commentary, argues the U.S. is entering an economic boom. The conversation covers why stocks may rise next. Topics include shifts in investor sentiment, young people investing more, sector winners like healthcare and energy, and strong GDP, jobs, and policy tailwinds pointing to market upside.

A much-better-than-expected jobs report and what it signals about the US economy. A breakdown of payroll gains, falling unemployment, rising wages, and the data behind those numbers. Discussion of policy, Fed moves, and risks like AI affecting labor. A surprising rise in average income tax refunds and a record $16.49M Pokemon card sale highlight consumer cash and collectible scarcity.

Cathie Wood, ARK Invest founder and thematic investor, and Lyn Alden, macro analyst on money and productivity, join Mike Novogratz, Galaxy Digital founder and macro commentator, and Jordi Visser, AI-focused investor. They discuss deflation as the top US risk. Topics include AI and automation driving prices down, productivity versus money growth shaping inflation, political fallout from low consumer inflation, and Bitcoin as a hedge.

0:00 Intro0:34 Inflation numbers came in cool (again) 3:11 Cathy Wood warns about deflation5:16 Anthropic is now worth $380 billion6:50 More reasons why Bitcoin is underperformingListen 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

We just got a new jobs report, and guess what? It was actually positive — not bad like the Fed has long been forecasting. This should be frustrating to investors who once again are getting mixed signals. Yes, it's tough to trust the data these days, but regardless, all signs point toward an accelerating economy driven by AI. Job creation in the future will come from the private sector, not public. That's the topic of conversation on today's show!0:00 Intro0:36 Latest jobs data was surprisingly good3:42 Nikita Bier makes bold prediction about apps4:26 What it's like working with Elon Musk8:09 Army of AI agents will soon be working for youListen 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

Ali Ansari, founder and CEO of Micro One who builds expert-created structured data for AI, talks about building large expert data pipelines and the rise of AI trainer roles. Short takes on why structured human data beats raw web data. Describes new high-paying tasks like lawyers producing benchmark datasets. Forecasts big labor shifts as millions move into creating and vetting training data.

Jensen Huang, NVIDIA co-founder and CEO known for building AI hardware, speaks about a generational AI infrastructure build-out. He explains AI's inflection point and why compute limits matter. Short takes cover hyperscaler spending and how more compute multiplies revenues and productivity.

Bitcoin has been in a free-fall the past few months. At one point yesterday, it had fallen 50% from all-time highs. Everyone is asking me, is the Bitcoin experiment over? Why is it crashing so hard? Let's talk about it all on today's show.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

If you've watched this show, you know I'm bullish on the US economy. I think GDP growth could be in the double digits like the Trump administration wants. But... here's something to consider: the stock market might not rise alongside the economy. Wait, what? That's right, on today's show, we go over a possibility that few investors are considering.0:00 Intro0:34 GDP up, stock prices down?6:11 AI is eating software8:46 The US dollar is hitting multi-year lowsListen 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