Anthony Pompliano 🌪

My rules of business: Build shit people want, never give up, avoid assholes, question assumptions, learn new ideas & always reward ambition

It is energizing to talk with @PeterDiamandis. We discussed the latest developments in AI, universial high income, why we need more humans, how to prepare for the age of abundance, the value of scarcity moving forward, and his advice for investors. Enjoy!

War correspondents are some of the most courageous people in the world. Kudos to this guy for surviving a missile strike only feet away.

@philrosenn 👀

Energy stocks this year: - Valero: +46% - ConocoPhillips: +30% - ExxonMobil: +29% - Chevron: +29% - Williams Companies: +21% - Kinder Morgan: +20% $XOM $CVX $COP $WMB $VLO $KMI

“Siri, show me how unprecedented the oil price spike is…” (H/t @MenthorQpro)

@Scaramucci 🔥

My son AJ just bought a Pokémon card for $16.5 million. And yeah — I’m proud. Here’s the thing people don’t understand about that purchase. AJ has been a Pokémon collector his whole life. Stanford Business School. Serial entrepreneur. Venture capitalist. He didn’t wake up one morning and decide to spend $16.5 million on a card. He sees it as a one of one. An irreplaceable asset. And think about this — the avid Pokémon collectors are in their 30s right now. Imagine those same people in their 60s. With real money. With nostalgia. With the means to pay whatever it takes to own a piece of their childhood. The possibilities are endless. He’s building something called Treasure Trove. He’s telling me he wants to buy a T-Rex next. A Declaration of Independence. Assets that cannot be replicated. Cannot be printed. Cannot be debased. Before long he’s going to have a balance sheet full of things that are truly irreplaceable. And beyond the investment — he captured the internet. Everyone is talking about it. He arrived. That’s my boy.

In the span of a few years, we went from oil futures trading negative during COVID to oil flying higher now due to countries shooting missiles at each other’s energy infrastructure. There is no greater game than investing.

It should be obvious to everyone that the economic picture drastically changes if Iran is successful in destroying energy infrastructure across the Middle East. The short-term implications will get most of the headlines, but the long-term calculus feels more important. How do you build infrastructure in a region where an adversarial country can fly a cheap drone packed with explosives into your facility? How do you discount the risk of a persistent, decentralized threat? The rise of drones and counter-drone technology is going to be one of the most important aspects of commercial activity in the region. You have to protect against the new threat or you risk your entire business being destroyed at near zero cost to the attacker. Just as "information warfare" simply became "information," we are going to see the "battlefield" become "operational security." This is a big reason why I am excited about the prospects of $ONDS as a shareholder. We need American companies that own, operate, and scale drone technology, while having counter-drone capabilities deployed across commercial and military use cases. This entire sector will only get more important over time.

Good morning. Today is going to be a great day. Let’s get after it relentlessly.

@cuysheffield This is cool

Excited to share Visa CLI, the first experimental product from Visa Crypto Labs. Check it out and request access here visacli.sh

@acceler8future @cfosilvia @grok No, Grok doesn't have the context of your personal portfolio

@APompliano @cfosilvia @grok could Grok 4.20 Heavy done this as well?

I saw the PPI report come out this morning. I opened up @cfosilvia and asked her "What will be the impact on my portfolio from the PPI report this morning?" She told me: - What was in the report - How it has impacted my portfolio this morning - What the 2nd order effects will likely be - What longer term impact will be - How Fed may respond - What to watch for moving forward Silvia did all of this in seconds and it was completely free. Sign up: cfosilvia.com

Liz Hoffman (@lizrhoffman) is one of the top business & finance journalists. We discussed private credit, prediction markets, the rise of the military-industrial-finance complex, Silicon Valley taking over the government, the dangers of AI, and if she fears losing her job.

@awealthofcs Agree

A guy emailed me: "Financial advising seems like the perfect prey for AI to take over almost immediately." Here's my take: AI will help DIY investors AI will also help financial advisors & their clients Everyone will be better off awealthofcommonsense.com/2026/03/will-a…

Inflation continues to sit at 1.5% after the recent rise over the last month.

@paoloardoino Crazy

Good morning. Today is going to be a great day. Let’s get after it relentlessly.

@MightyMuth24 @cfosilvia @shaincodes Appreciate you trying it out. Send us any feedback you have.

@cfosilvia is absolute EPIC software. If you aren’t using it you absolutely should be. Much praise @APompliano and @shaincodes

Institutional investors are freaking out over market turmoil, while sophisticated retail investors are looking to buy the dip. Welcome to the Risk Taking Generation.

Tutto passa.