From the Desk of Anthony Pompliano

Crypto is infiltrating traditional finance in subtle ways, as banks and fintechs build on crypto infrastructure without the name. The DeFi mullet concept illustrates how crypto will integrate seamlessly into everyday finance. Legacy exchanges are racing to dominate the marketplace by listing both equities and crypto. Stablecoins are gaining traction through partnerships, while users prefer familiar interfaces over complex wallet management. Bitcoin's entry into traditional finance via ETFs may pave the way for stablecoin adoption in the future.

Markets are starting to believe a US-China trade deal is coming — and fast. After weeks of tariff threats and tension, the odds of a deal have jumped sharply, and investors are bracing for what comes after. On today's episode, I get into what both prediction and financial markets are starting to price in before Donald Trump and Xi Jinping meet at the end of the month. 0:00 Intro0:43 Tom Lee says AI is NOT a bubble4:33 Will US-China agree on a new trade deal?6:05 Interview with Miami mayor Francis SuarezWatch On YouTube: https://youtu.be/I5MAv22sAykPomp 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

The legendary Tom Lee joins the show today. He lays out his views on the market today, and why we're early. Yes, early! While everyone else is screaming “bubble,” Tom argues the opposite. He says stocks are still cheap, earnings are strong, and this “most hated rally” is only just beginning.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

Gold, silver, stocks, and Bitcoin aren’t supposed to move together — but right now, they are. Risk assets are ripping higher, safe havens are breaking records, and it’s flipping every rule investors thought they understood. In this episode, I break down what’s behind this rare market phenomenon, and how the “everything rally” could reshape how we view markets.0:00 Intro0:44 Why risk AND safe haven assets are going up at the same time5:43 When will the government shutdown end?6:55 Humanoid robots are now greeting people and vacuuming  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

Gold is on a generational run right now, but... its moment could soon be coming to a temporary end. The same forces that's led to gold's outperformance — inflation, debt, and debasement — will now help Bitcoin catch up. I call it the "great rotation." In this episode, I break down what's about to happen going into year-end!0:00 Intro0:42 The great rotation from gold to Bitcoin6:55 Jordi Visser says fiat currency is a ponzi scheme8:04 Are we in an AI bubble? Jordi Visser answers10:30 Retail investors continue to buy the dip11:30 Elon Musk is a workhorseListen 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

Bitcoin's price has been in a freefall for over a week now, and is currently nearing $100,000. What's going on? And is this the end of the cycle? I was recently on Fox Business' The Claman Countdown and they were grilling me all about BTC's struggles. Here's what I think of Bitcoin's underperformance and what's being missed by most investors. 0:00 Intro0:41 Gold is outperforming every single asset1:48 Retail investors are saving legacy finance firms4:43 Why is Bitcoin's price falling?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

Phil Rosen from Opening Bell joins the show to talk about the melt up we're seeing across asset prices. In particular, we're seeing gold and stocks rip higher together, which is not the norm. One is the supposed fear trade, the other the optimism trade. Is the dual outperformance telling us something bigger about the economy? Phil is here to discuss that, plus Bitcoin and everything else in the market. 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

The game has changed — the little guy isn’t chasing institutions anymore. In today’s market, retail investors are driving momentum, setting the tone, and forcing Wall Street to adapt. I joined Patrick Bet-David on his podcast to tell him all about the rise of retail. Here's what's changing!0:00 Intro0:44 Bottom earners are investing in stocks more and more3:59 Wise words from Stephen A. Smith8:47 BlackRock is all-in on Bitcoin and tokenization of assets11:01 Talking with Patrick Bet-David about the rise of retailListen 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

I get it, top blasting near all-time highs doesn't feel like the smartest move. But... the data couldn’t be clearer: right now might be one of the best times in years to buy stocks. In this episode, I break down why history actually favors buyers at moments like this, the catalysts lining up for the next leg higher, and the vibe shift happening across America that’s fueling the rally.0:00 Intro0:42 Can you feel the vibe shift in America right now?4:01 Data says it's a good time to buy stocks8:13 AI-generated ads are next levelListen 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

Markets sold off hard after Trump announced 100% tariffs on China comments — a total deja vu from Liberation Day. Once again, the announcement sparked panic, flushed out weak hands, and reset positioning across the board. But just like before, that chaos may have built the foundation for the next leg higher. In this episode, I explain why the correction only strengthened this current bull run!0:00 Intro0:39 Donald Trump tanked the market (then revived it again)6:13 My 4 takeaways from the flash crash8:24 What inning are we in for this bull market?10:13 Amazon Robots can flip off walls nowListen 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