Trade Agreement Highlights - The EU agreed to a 15% across-the-board tariff [1] - The EU agreed to purchase hundreds of billions of US dollars in US military equipment [1] - The EU agreed to make $600 billion in investments in the United States [1] - The EU agreed to buy $750 billion of US energy [2] Market Impact & Investment Opportunities - The trade deal is anticipated to bring clarity to the market, boosting investor confidence [2] - The deal is expected to drive asset prices higher [2] - The deal is a catalyst that could send stocks, Bitcoin, and gold higher [3]

Hello everyone. We've got a lot to discuss today. Bitcoin rate of return is a brand new metric that I think everyone's going to start using very soon. The Fed decided to not cut interest rates once again yesterday and we're going to sit down with the CEO of the world's first AI investment bank to understand how they plan to conquer Wall Street. We're live today from the desk of Anthony Pompiano. [Music] Now there are a few different ways that you can measure results of an investment. You can use internal ra ...

Hello everyone. We've got a lot to discuss today. We just got proof that America's living through a historic economic boom.A brand new investment bank is using AI to disrupt their competitors. JP Morgan and Coinbase, they've inked an interesting deal. Retail investors are pouring capital into levered ETFs.And Scott Bessant, the goat, he just dropped one of the most gangster lines on a reporter that we've seen in weeks. We're live today from the desk of Anthony Pompiano. [Music] Ladies and gentlemen, it seem ...

Inflation & Monetary Policy - Inflation initially hovered around 3% at the start of the year, then fell to approximately 12%-2% in April, and is now near the Federal Reserve's target of 2%, representing a roughly 33% decrease since the beginning of the year [3] - The US has the largest gap between the City Inflation Surprise Index 3 months ago and today, indicating a positive surprise for the economy [4] - The US government has increased the national debt by approximately $500 billion since the debt ceiling was lifted in early July [6] - The consensus on Wall Street is that Jerome Powell will not change interest rates at the current Federal Reserve meeting, but a surprise rate cut could significantly boost stocks, Bitcoin, and gold [12] Technology & Innovation - Loom has introduced a robotic lamp that can perform chores, showcasing the potential for robots to integrate into everyday household items [14][15] - Shortcut demoed an AI Excel agent that reportedly outperforms first-year analysts from McKinsey and Goldman Sachs 89% of the time [16] - An AI Excel agent can build a multi-tab DCF model with assumptions, drivers, a Monte Carlo simulation, comps analysis, sensitivity tables, and a final dashboard in about 10 minutes [17] Billionaires & Problem Solving - Jensen Huang claims to have created more billionaires on his management team than any other CEO [20] - The success of billionaires like Jeff Bezos, Elon Musk, and Jensen Huang is attributed to their ability to solve significant problems in society [24][25] - The industry needs more billionaires who are problem solvers to drive progress and improve lives [26] Societal Issues - A shooting in Midtown Manhattan resulted in four deaths, highlighting the issue of violence in society [27] - The NYPD's response to the shooting was commendable, as officers ran towards the gunfire to neutralize the threat and protect civilians [28][29] - A Blackstone employee's quick thinking and leadership in barricading the office during the shooting is considered heroic [30]

It is absolutely insane how unaffordable housing has come in America. I heard recently Sagar and Jetty was on a podcast with Charlie Kirk and he laid it out perfectly. You're watching wealth not only be hoarded in the form of a home but but to be protected with so many different ordinances and different ways of living.And I'm not trying to make this some sort of entree point into yimism only to recognize the problem. Like right now, a 38-year-old who's buying their first time home is leveraged up to the hil ...

Trade Deal Impact - A significant trade deal between the US and the EU is expected to send asset prices higher [1][5] - The EU agreed to a 15% across-the-board tariff [4] - The EU agreed to buy hundreds of billions of dollars in US military equipment [4] - The EU agreed to make $600 billion in investments in the United States [4] - The EU agreed to buy $750 billion of US energy [4] - The EU agreed to open their markets to US products [4] - Trade deals with the US will likely require large capital investments in America, leading to increased global liquidity and higher asset prices [9] Bitcoin & Cryptocurrency Market - Wall Street is increasingly focused on Bitcoin, viewing it as the "king of the market" [11][12] - Bitcoin is being integrated into traditional financial systems, such as ETFs and real estate funds, to leverage its volatility and potential for financial return [16][17][18] - The US government may eventually announce the purchase of Bitcoin to create a strategic reserve [20][21] Economic Shift & Industrialization - The US economy is undergoing a shift from a focus on software to hardware, driven by AI and re-industrialization [24][28] - This shift requires increased investment in data centers, power supply, energy materials, and mining [29][33] - US reliance on China for rare earth minerals is a critical factor in manufacturing and geopolitical relations [30][35]

Marketing & Branding - The market has determined that Sydney Sweeney is a meme, regardless of individual opinions [1] - American Eagle launched an ad campaign featuring Sydney Sweeney, leveraging nostalgia and simplicity [2] - The ad campaign's genius lies in the simplicity of the meme: "Sydney Sweeney has great jeans" [2] Financial Performance & Market Impact - American Eagle stock surged 22% following the ad campaign announcement [2] - Finance-related social media accounts amplified the meme and stock price movement [3] - Creating the right meme can be worth billions of dollars to public companies [4] Future of Finance - Memes grab and hold attention, which translates into capital flows [3] - Capital flows turn into assets on a company's balance sheet [3] - Assets on a company's balance sheet can be invested to create more revenue and profit [3]

It's been crypto week in Washington DC and it looks like the week's going to end with a big big bang. Each piece of legislation received the necessary house votes yesterday to move forward in their respective processes. First up, we got the Genius Act.This creates the first federal regulatory framework for stable coins. Next up, we've got the Clarity Act. This creates a reliable framework for digital assets to be categorized as securities or commodities.Which one's which. And lastly, we have the Anti-CBDC S ...

Market Manipulation & Risk - The market has become heavily manipulated, fundamentally altering the nature of risk [1] - Traditional risk assessment is less relevant due to government intervention [1][2] - Government intervention effectively guarantees asset owner success, preventing mass stock market investor failure [2] Government Intervention & Economic Impact - The US government will actively prevent stock market collapse to protect the economy [2] - The 2008 financial crisis marked a turning point where central banks began intervening to support markets [2] Investment Strategy & Market Outlook - The recommended investment strategy is to take long positions and remain calm [3] - Central banks are expected to continue printing money, potentially leading to currency devaluation [3] - Bitcoin and gold are expected to outperform as central banks continue printing money [3]

You are suing the Federal Reserve because they've been holding closed door meetings and you think that there is a precedent that the government should be required to actually hold these meetings in public so that anyone can hear the conversation, understand what's the Federal Reserve's doing with monetary policy. Explain what your case here is. The case makes clear that the Federal Reserve under the leadership of Jerome Powell is violating the government in the Sunshine Act of 1976.That act stipulates that ...