From the Desk of Anthony Pompliano

The headline numbers coming off Black Friday were huge: record online sales, record transactions, and a ton of spending from higher-income households. But underneath that strength is a very different ...

1 Joulu 202537min

The housing market is finally showing signs of easing — lower mortgage rates, better affordability (on paper), and more inventory in some regions. But... for most buyers, it doesn’t matter. Prices sti...

27 Marras 202519min

The past few weeks have been rough if you’re exposed to AI or crypto assets. But after this aggressive sell-off, the data is finally starting to point the other way. Several indicators now suggest we ...

26 Marras 202514min

There's a civil war inside the Federal Reserve with a December rate-cut decision looming. Some members want to cut aggressively, others think there’s still too much inflation, and Jerome Powell is stu...

24 Marras 202521min

Markets are selling off hard with no clear catalyst — and it has everyone asking the same question: is it all over? In this episode, I break down what's really going on. We dig into what the data and ...

21 Marras 202511min

AI bubble fears are rising as the market keeps selling off — but Phil Rosen isn’t buying it. He joins the show with a mountain of data showing why the “bubble” narrative doesn’t match reality. Berkshi...

20 Marras 202516min

Investors have been whipsawing between “it’s so over” and “we’re so back” for weeks — and most of it traces straight back to Jerome Powell and The Fed. Once they started wobbling on a December cut, ev...

19 Marras 202525min

Bitcoin dropped below $90,000 last night, marking a 30% correction in only six weeks (the fastest of this cycle). This drop-off has Bitcoin threatening to finish 2025 in the negative. So what went wro...

18 Marras 202510min