Anthony Pompliano is the CEO of Silvia Inc. and the author of "How to Live an Extraordinary Life, Volume 2." He joins Phil Rosen on Full Signal to discuss the problems with macro data, the accelerating AI trade, the three assets he likes best, and how investors should position for the decade to come.
This episode is sponsored by Y'all Street Asset Management: https://www.yallstreetetfs.com/
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Timestamps:
0:00 - Macro bears are wrong
5:53 - AI adoption reality check
8:23 - Bitcoin, gold, land
10:08 - Microsoft and Netflix?
14:31 - Barbell portfolio strategy
16:01 - How AI impacts Bitcoin
19:41 - Gold
20:43 - How to Live an Extraordinary Life Vol. 2
23:05 - The ego tax
24:02 - Procrastination is arrogance
25:19 - Amateurs built Noah's Ark
#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed
