We keep seeing all these humanoid robot videos. They're coming out fast and furious. Yesterday, we got two different videos that again just proved the future is already here.>> Hello. >> Hello, Andrea. Here is your key.You'll be in room 23. The elevators are past the door on the right. Enjoy your stay.the fact that you can talk to the robot and the robot talks back and it's not perfect, but it definitely is better than it used to be and it's not hard to see how this is going to continue improving and eventu ...

AI & Market Bubble - The AI sector is not in a bubble because Nvidia, a key AI chip maker, trades at 27 times forward earnings, cheaper than Costco (50 times) and Walmart (34 times) [1] - AI spending is accelerating as enterprises see payoffs, contrasting with past bubbles where absurd behaviors were prevalent [1][2] - The more people who yell bubble, it seems like the less likely we're in one [1] Valuation & Monetary Policy - Traditional valuation methods may not apply due to a "monetary premium" in stocks [2] - Stock valuations are dynamic; P/E ratios can rise even with rising nominal rates if earnings accelerate [2] - The 10-year bond at 4% implies a 25 P/E ratio, suggesting the bond market is expensive [2] Economic Data & Sentiment - The University of Michigan survey's inflation expectations are skewed due to a higher proportion of Democratic respondents, making the data potentially unreliable [4][5] - Prediction markets like Polymarket may offer better signals than traditional surveys for economic indicators [5] - The current stock rally is "the most hated," with the AAII net bulls index averaging -117%, similar to bear market years [15][16] Crypto & Blockchain - Crypto companies breaking into the mainstream often outperform their legacy counterparts; Tether is highlighted as an example [8] - Tokenized dollars (stablecoins) function better than traditional US dollars [8] - AI and robots are increasing the use case for crypto [4] Bitmine & Ethereum - Bitmine aims to acquire 5% of the Ethereum supply; it currently holds 323% million ETH [25] - Bitmine's primary strategy is to hold Ethereum as a treasury asset and benefit from staking rewards [26][28] - Ethereum is in a super cycle similar to Wall Street in 1971, with potential for significant price appreciation; a target of $21000 per token is mentioned [32] Future Trends - Sovereign security, longevity, and Generation Alpha are potential new super cycles to watch [3] - Embodied AI and humanoid robots are part of the global labor supplier theme [3] - Taxing robotic activities through micropayments could replace lost tax revenue from human labor [4]

Hello everyone. A top Wall Street analyst says that AI is not in a bubble. We've got new data on the US China trade negotiations and Miami Mayor Francis Suarez.He's going to join us to explain the power of capitalism and why technology companies are flocking to cities that are encouraging innovation. We are live today from the desk of Anthony Pompiano. Before we get into today's episode, I need your help.My goal is to get to 1 million subscribers on YouTube. So, go ahead and hit that button. There's 33,782 ...

Macro Environment - Markets are forward-looking, with investors believing governments will continue printing money [1] - National debt is expected to accelerate [2] - Central banks are anticipated to cut interest rates in the coming months [2] - Artificial intelligence is boosting company profitability and efficiency [2] Investment Strategy - Holding cash and bonds is perceived as a potentially losing strategy [3] - Investors are converting fiat dollars into investment assets like stocks, Bitcoin, gold, real estate, or collectibles [3][4] - There is enough capital for both offensive and defensive assets to appreciate due to money sloshing around the system [4]

Gold just did the impossible. GLD, the gold ETF, outperforming SPY, the S&P 500 ETF. The GLD is outperforming since it launched in 2004.And it's mind-melting. That flies in the face of so much conventional wisdom. Now, here's the thing.Gold is a non-productive asset. It's not supposed to drive yield. It's not supposed to have earnings. It's not supposed to outperform productive assets like stocks.Warren Buffett, one of the best investors in the world, he hates gold. He's not a fan at all. He doesn't like th ...

Hello everyone. Today we got a very special treat. I sat down with Tom Lee, one of the greatest analysts on Wall Street, and we talked about stock market, the Federal Reserve, the macro environment, AI, is it a bubble or not, Bitcoin, and a bunch of stuff that he's working on. I always enjoy talking to Tom because he is a perma optimist, and he continues to be very accurate about where the world is going. So, here's my conversation with Tom Lee. [Music] Before [Music] we get into the episode, please help me ...

Market Trends & Macroeconomics - The market is witnessing a simultaneous rise in both risk assets and safe haven assets, deviating from traditional investment principles [6][7] - Investors are pouring capital into various asset classes due to expectations that the government will continue printing money, national debt will keep rising, central banks will cut interest rates, and artificial intelligence will boost company profitability [11][12][13] - The macro environment has shifted from being negligible to potentially the most crucial factor in today's financial markets [17] Investment Strategy - Converting fiat dollars into investment assets is a key decision to avoid currency debasement and high inflation [14] - While some investors prefer offensive strategies and others defensive, there is enough capital for both types of assets to appreciate [15][16] - Corrections are expected along the way, but maintaining a long-term perspective is crucial [16] Government Shutdown & Prediction Markets - Prediction markets indicate a 41% chance that the government shutdown will end between October 23rd and 26th [18][19][20] - Prediction markets are economically incentivized, making them a potentially accurate source of information [19] Technology & Robotics - Advancements in humanoid robots are rapidly progressing, with robots demonstrating capabilities such as greeting guests and operating vacuum cleaners [21][22][23][25] - Companies are in a race to innovate and attract capital, releasing videos to showcase their technology and convince the market of their potential [26][27] - Consumers are expected to benefit from the proliferation of robots in homes, offices, and throughout society [28]

The great rotation from gold to Bitcoin may be upon us. Bitcoin and gold have historically traded in tight correlation. That hasn't happened in 2025, though.We are most likely about to see a large rotation from the gold trade into Bitcoin through the end of the year. Yao Wedson writes that bottom signals in the Bitcoin to gold ratio are extremely rare. We're exactly there right now this past weekend.Yao's message is very simple. He says to the institutional gold accumulators, if he were you, he'd take a clo ...

Hello everyone. The great rotation from gold to Bitcoin may be upon us. Jordi Vitzer is going to break down the AI bubble. Retail investors can't stop buying the dip. And Elon Musk proves once again why he's the hardest worker in the room. We're live today from the desk of Anthony Pompiano. [Music] Before we get into today's episode, I need your help. My goal is to get to 1 million subscribers on YouTube. The people are saying it's not possible, but with your help, we're going to get there. We have 31,683 s ...

Black Rockck CEO Larry Frink recently went on television and he was celebrating the fact that Black Rockck's essentially become a Bitcoin company. Black Rockck's Bitcoin ETF is now the most profitable product inside of the company. And on top of that, it just crossed over $100 billion.Now, one of the things to pay attention to here is that the Bitcoin ETF may be what got them here. But Larry's already looking into the future. If we could tokenize a ETF, digitize that ETF, we could have investors who are jus ...