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May 2023
Inflation Is Now The Savior For US Debt Levels
Listen now (4 min) | To investors, The conversation around the United States’ debt is complex and nuanced. Most headlines you read will merely cover…
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Anthony Pompliano
2
The AI Hype Cycle Learned From Bitcoin Hype Cycle
Listen now (4 min) | To investors, Artificial intelligence is now being talked about by the media as much as bitcoin was discussed during the all-time…
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Anthony Pompliano
2
Elon Musk and The Intelligence Arms Race
To investors, Elon Musk’s Neuralink received FDA approval yesterday to begin conducting human trials for their brain-computer interface. This is another…
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Anthony Pompliano
1
Nvidia, Debt Ceiling, Twitter, and Airships
Listen now (5 min) | To investors, There a few topics I want to cover today, so I’ve written shorter commentary on each one. Nvidia The stock surged…
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Anthony Pompliano
JPMorgan Says Consumers Are Not In Financial Trouble (Yet)
Listen now (3 min) | To investors, JPMorgan Chase published their investor presentations and it reveals interesting data related to the health of…
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Anthony Pompliano
3
Introducing the Bay Area Times
Listen now (2 min) | To investors, Today, we are publicly announcing the Bay Area Times — a new product that uses data and visuals to analyze what is…
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Anthony Pompliano
4
Is Bitcoin The Largest Insurance Company In The World?
Listen now (5 min) | To investors, The concept of an insurance policy is straightforward. A contract is created between a policyholder and an insurer…
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Anthony Pompliano
14
The UK Attacks Bitcoin But Actually Ends Up Promoting It
Listen now (3 min) | Note: You all should have received my latest book summary (Excellent Advice for Living by Kevin Kelly) in your inbox this morning…
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Anthony Pompliano
10
The Fed Will Claim Victory Over Inflation
Listen now (3 min) | To investors, A key part of the Federal Reserve campaign against inflation is the ability to claim victory. Regardless of whether…
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Anthony Pompliano
3
The Fed Said The Quiet Part Out Loud This Morning
Listen now (3 min) | To investors, The economists and Federal Reserve officials are saying the quiet part out loud now. Atlanta Fed President Raphael…
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Anthony Pompliano
2
Stanley Druckenmiller's Case for Cutting Entitlements
Note: I am traveling a bunch this week so there will be no audio recordings from me. Most of my writing is occurring on planes, so I appreciate you all…
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Anthony Pompliano
10
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