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 ...

Hello everyone. Risk assets and safe haven assets, they're both going higher at the same time. We're going to unpack why.Prediction markets may be telling us when the government shutdown's going to end. And the latest humanoid videos, it's going to blow your mind. And the future is already here.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, and the people are saying it's not possible.But ...

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 ...

There is a vibe shift happening in America right now. Entrepreneurs and investors are stepping up to the plate. They're pouring trillions of dollars into various industries with one single macro goal.Ensure the United States of America continues to lead on the global stage. We saw two major announcements that further solidify the vibe shift. First, Jaime Diamond and JP Morgan.They've committed to investing 1.5% trillion into 27 different industries that they deem critical to the success of our country. The ...

Hello everyone. Gold just did the impossible. Retail investors are saving legacy finance firms and I sat down with Liz Clayman to discuss Bitcoin, crypto, gold, AI, and public equities.We're live today from the desk of Anthony Pompiano. Before we get into today's show, I need your help. My goal is to get to 1 million subscribers on YouTube.Right now, we have 30,700 of you. A nice big fat round number. But if you hit that subscribe button, not only will you get us closer to our goal, but also you'll just be ...