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From the Desk of Anthony Pompliano

Anthony Pompliano
Bitcoin
Federal Reserve
Artificial Intelligence
Inflation
Gold
Stock Market
S&P 500
US Economy
Tariffs
Interest Rates
US Dollar
Cryptocurrency
Deflation
Retail Investors
Opendoor
Nvidia
United States
Wall Street
China
US Stock Market

Five days a week, entrepreneur and investor Anthony Pompliano breaks down the biggest headlines in finance, tech, and politics before it hits mainstream media.

PublishesDailyEpisodes186Foundeda year ago
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Latest Episodes

The market sells off a few days, some AI darlings (Intel, Sandisk) cool off, and once again, investors worry this is the market top. I went on CNBC recently and my message is: zoom out. The data is telling us we're early. Early to adoption, early to ... more

Inflation is heating up, and unless this Iran war ends, it could get worse. But despite this, stocks keep setting new all-time highs on an almost daily basis. What gives? On today’s episode, we break down this dichotomy that has investors winning, bu... more

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GameStop CEO Ryan Cohen made waves when he said he wanted to take over eBay and use "half cash, half stock" to do it. He joins the show today to fully explain his plan and why he wants to do it in the first place. Cohen gets memed online lately, but ... more

Inflation rose 3.8 percent in April — the highest jump since May 2023, mostly due to higher gas prices. This inflation now threatens to eat up recent wage gains for Americans too. So what's going on, and how will this impact the bull market because n... more

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Recent Guests

Ryan Cohen
CEO of GameStop; known for leading a turnaround and ambitious M&A vision
GameStop
Episode: GameStop CEO Ryan Cohen Wants To Takeover And Transform eBay
Jensen Huang
CEO, NVIDIA
NVIDIA
Episode: Stop Worrying About A "Bubble" Or You'll Miss The Bull Run Of Our Lives
Troy Cates
Co-founder and managing partner at NEOs
NEOs
Episode: Stocks Keep PRINTING ALL-TIME HIGHS And It's NOT Stopping Anytime Soon
David Rubenstein
Billionaire co-founder of the Carlyle Group
Carlyle Group
Episode: Will The Fed Cut Interest Rates Now That Jerome Powell Is Leaving?
Ray Dalio
Founder of Bridgewater Associates
Bridgewater Associates
Episode: Will The Fed Cut Interest Rates Now That Jerome Powell Is Leaving?
Anthony Nodo
SoFi CEO
SoFi
Episode: Will The Fed Cut Interest Rates Now That Jerome Powell Is Leaving?
Paul Tudor Jones
Renowned investor and macro commentator
Tudor Investment Corporation
Episode: Paul Tudor Jones Issues Major WARNING For Investors
Kevin Warsh
Former Fed official, discussed as a guest on the show
Federal Reserve (as former governor/official)
Episode: New Fed Chair Kevin Warsh Says Deflation, Rate Cuts Are Coming
Ben Cera
Founder of Polsia, AI-native business founder
Polsia
Episode: FULL INTERVIEW: He Started A $5 Million Company With No Employees

Host

Anthony Pompliano
Host of From the Desk of Anthony Pompliano; known for macro finance, crypto, and technology commentary; often discusses investment theses and market narratives.

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Talking Points

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GameStop CEO Ryan Cohen Wants To Takeover And Transform eBay
Q: How do you plan to pay for the deal and what would the structure look like?
The plan is to use roughly $9 billion of cash, obtain financing for about $20 billion, and finance the rest with stock, resulting in a 50-50 split between cash and stock with ownership shifts designed to be accretive to both sides.
GameStop CEO Ryan Cohen Wants To Takeover And Transform eBay
Q: What's your pitch to the institutions for supporting this deal?
The institutions would effectively get a special dividend for half the consideration and then roll the other half into equity in the larger, more profitable combined company, which would deliver greater earnings power and future growth.
The Smart Money Thinks This Could Become A HISTORIC BULL RUN
Q: I want to know, you got back from this conference and I want to know short term, long term, what you decided to do about it.
The guest confirms a discipline of buying more AI stocks and continues to discuss building baskets rather than betting on a single company, highlighting a broad exposure to AI leadership rather than isolated bets.
Stocks Keep PRINTING ALL-TIME HIGHS And It's NOT Stopping Anytime Soon
Q: Who is buying these income funds and what problem are they solving for folks?
Buyers range from people in their 20s looking to supplement income to retirees living on fixed income; the funds are designed to provide monthly distributions while still giving exposure to core assets like the S&P or NASDAQ, effectively acting as a sleeve within a broader allocation rather than a full replacement.
AI Agents Can Now Help You Pick The Best Stocks And CRUSH The Market
Q: How does AI's approach differ from traditional Wall Street research?
AI emphasizes questioning narratives, combining multiple catalysts, and writing the final reports with a single human overseer, rather than relying on human-generated, feel-good research that may lack actionable trades.

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Frequently Asked Questions About From the Desk of Anthony Pompliano

What is From the Desk of Anthony Pompliano about and what kind of topics does it cover?

This program centers on macro-financial analysis, technology trends, and geopolitics through interviews, expert commentary, and data-driven takes. Episodes frequently dissect inflation dynamics, monetary policy, and inflation-deflation debates, while also exploring AI-driven productivity, software ecosystems, and the evolving landscape for investors. Guests span investors, tech executives, journalists, and policy-oriented voices, offering diverse perspectives on how policy, innovation, and global events shape markets and opportunity. A notable thread is the integration of narrative with data—from AI and automation to energy, crypto, and defense—creating a forward-looking view that often blends investment theses with broader economic and tec... more

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Which podcasts are similar to From the Desk of Anthony Pompliano?

These podcasts share a similar audience with From the Desk of Anthony Pompliano:

1. The Pomp Podcast
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3. The Wolf Of All Streets
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5. BTC Sessions

How many episodes of From the Desk of Anthony Pompliano are there?

From the Desk of Anthony Pompliano launched a year ago and published 186 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on From the Desk of Anthony Pompliano?

Recent guests on From the Desk of Anthony Pompliano include:

1. Ryan Cohen
2. Jensen Huang
3. Troy Cates
4. David Rubenstein
5. Ray Dalio
6. Anthony Nodo
7. Paul Tudor Jones
8. Kevin Warsh

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