Anthony Pompliano 🌪

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

I am hosting a webinar tomorrow to share my current thoughts on bitcoin, including: - how it will perform in 2026 - where net new buyers come from - is the quantum risk real - whether the US will buy bitcoin - what AI's impact will be - how to leverage retirement accounts - where bitcoin fits into portfolios today It will be fun and I will take a lot of questions from the audience. You can RSVP for free here: us02web.zoom.us/webinar/regist…

We just got even more data that shows deflation is still a major risk in America. The latest Truflation data shows transport, food, utilities, and housing are all falling in price. Don't get distracted by the short-term inflation talk. The structural risk is deflation.

Stocks have been cratering and investors are freaking out. Everyone take a deep breath. @RyanDetrick explains all the data that proves this overreaction will be short lived and stocks will return to glory soon.

The Tariff Era started one year ago. Pessimists promised you sky-high inflation, empty shelves, and the next Great Depression. Instead, stocks went up 16%, home prices went down, and countries around the world are lining up to invest in America. Never bet against America 🇺🇸

We are living through the safest, most prosperous time in human history. A generational run is underway. We are so fortunate to experience this.

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

@public 🔥🔥🔥

NEW: You can now build AI Agents that monitor the market, manage your cash, and execute your trades. The Agentic Brokerage has arrived.

OpenAI just raised $122 billion at a $852 billion valuation. Just insane growth. "We are now generating $2B in revenue per month. At this stage, we are growing revenue four times faster than the companies who defined the Internet and mobile eras, including Alphabet and Meta. ChatGPT has more than 900 million weekly active users, and over 50 million subscribers. Search usage has nearly tripled in a year, and our ads pilot reached more than $100 million in ARR in under six weeks."

Investors are in panic mode. Stocks are falling. But the big dogs of finance aren’t worried. They think is a big opportunity to buy great assets at lower prices.

The folks at @crosbylegal just raised $60 million to continue building the law firm of the future by embracing AI. Our team invested more than a year ago on the simple premise that “selling the work” instead of “selling software” would be a valuable approach. It doesn’t hurt that the company is run by a number of incredibly talented people as well. Here is an excerpt from the original investment memo. @m_franceschetti

Wait! Are you telling me structural deflationary forces are swallowing the US economy, but everyone is distracted by short term oil prices?! Big if true 😉

Warren Buffett says the Federal Reserve should have an inflation target of 0%. He is sounding more like a bitcoiner every day.

The average price for a gallon of gas in the US is now over $4. This is the highest it has been since 2022.

Wall Street has used AI to execute trades for decades. Now retail investors will get AI agents to do it for them. I sat down with @malling, who oversees one of the largest investment brokerages in the world, to discuss the debut of AI agents inside @public portfolios, how agentic workflows can make traders more profitable, and more. We also get into the risks of handing the keys to your portfolio to an AI agent. TIMESTAMPS: 0:00 - Retail sentiment 3:26 - Buying the dip keeps working 4:46 - AI bubble debate 7:36 - Retail's edge on Wall Street 8:02 - AI agents in portfolios 10:46 - Security concerns with AI agents 13:21 - Taking emotion out of investing 16:08 - Sophisticated trading strategies 19:07 - Will agents push back on bad trades? 22:17 - "Agentic brokerage" era 27:24 - Getting agents in your account

@fortworthchris I love these conversations like this one

Today I sat down with Jordan Levi, the Kosher Cowboy - a Jewish kid from the Chicago suburbs who became the largest cattle feeder in America. Jordan runs Five Rivers Cattle Feeding with a capacity of nearly a million head. He started as a runner on the Chicago Board of Trade at 13 and found his way to cattle through a hedge fund that sent him to a feedlot in Amarillo. He showed up in Gucci loafers and never left the industry. We go deep on how he trades the curve instead of making binary bets, why the cattle supply is the tightest since the 1950s, and what it takes to manage risk on nearly a million animals across 13 feedlots. I hope you enjoy this episode as much as I did. 02:16 - The Belted Galloway 03:51 - The Kosher Cowboy 08:05 - Pulling value of the futures forward 11:43 - Learning Cattle trading 16:48 - Daily average gain in cattle 18:20 - Jordan’s Eureka moment in the cattle industry 21:08 - What does trading in animals actually look like? 27:05 - How Jordan defines his ROI in trading cattle 31:17 - The Cattle curve 33:37 - The state of the cattle market 42:10 - Buying the largest cattle feeder in the world 46:09 - Grass vs. grain fed cattle 49:15 - Predictions for the cattle supply over the next 10 years 50:54 - The international market 53:17 - Trading frequencies and macro thesis 01:00:27 - USA beef vs. international beef 01:05:21 - The cattle supply chain 01:07:32 - The future of auction yards and ranchers 01:09:40 - AI in AgTech 01:12:52 - The biggest problem facing the industry 01:14:42 - Livestock as a commodity that dies and how that impacts trading theory 01:20:51 - Is there a market for new entrants into cattle? 01:21:41 - Beef prices and the impact of a closed border on the industry 01:24:39 - Jordan’s biggest ideas for the industry 01:26:49 - Philanthropic efforts 01:31:24 - a day in the life of Jordan 01:26:42 - Risk management in cattle 01:41:17 - Does what you do show a leading indicator to the broader health of the American economy?

One of the interesting things we hear from @cfosilvia users is they are more forthcoming with Silvia than other humans. They add assets to the platform they may not tell a financial advisor about. They ask questions without fear of judgement. I expect this trend to only continue as AI systems figure out more ways to get context when helping humans. This context makes the technology better, which in turn incentivizes the human user to give the system more information and context. As context builds, so does complexity. But AI is very good at dealing with complexity in an efficient, cheap, and fast manner. As one example, Silvia is more valuable tool for a high net worth user than someone who only has $5 in a brokerage account. We are just scratching the surface of what is possible with these new tools. The age of automation is going to create an abundance of intelligence. What a time to be alive.

@EliBenSasson I am not saying to refrain from addressing any potential issues. I am more commenting on the group of people who run around predicting doom and gloom, so they will grab hold of whatever the latest fear porn is to sound compelling. Both things are true!

@APompliano Respectfully disagree. Experts across the board (including many who didn't predict financial destruction) are saying quantum computing is coming, likely sooner than later. Why not prepare for it? Why deny the problem instead of mitigating it?

Prepare for “quantum” to become the new obsession of the people who have been predicting financial destruction for the last decade.

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

Whether you like him or not, @michaeljburry's AI short trade from last year played out almost exactly as he predicted. Credit where credit is due.