The Pomp Podcast
Avsnitt

I Just Revealed My Current Portfolio… | Anthony & John Pompliano

Dela

Anthony and John Pompliano cover the Mag 7 selloff, AI CapEx fears, and why inflation is more under control than the headlines suggest. We also break down Anthony's current portfolio, what Kevin Warsh is really doing at the Fed, and why bitcoin's volatility is a feature heading into its next decade.

=====================

Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you’ll ever make? Schedule a life-changing call at http://fountainlife.com/pomp
Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at https:www.http://fountainlife.com/pomp

=====================

Bitget is the world's largest Universal Exchange (UEX), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets. Bitget’s Stocks 2.0 brings 500 major equities and ETFs (like Tesla and NVIDIA) directly to your portfolio. Enjoy 1:1 mapping, deep liquidity, and USDT dividend payouts with ultra-low 0.04% fees. Upgrade your portfolio on https://www.bitget.com/ today!

=====================

Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.

=====================

  • 0:00 - Intro
  • 0:56 - MAG7 selloff & AI CapEx spending
  • 16:28 - Large caps vs. asymmetric bets
  • 19:10 - SpaceX & other exposure to the AI trade
  • 29:34 - Kevin Warsh & the Fed 
  • 37:13 - Bitcoin outlook for the next decade

Podden och tillhörande omslagsbild på den här sidan tillhör Anthony Pompliano. Innehållet i podden är skapat av Anthony Pompliano och inte av, eller tillsammans med, Poddtoppen.