Anthony Pompliano 🌪

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

There are so many incredible American combat warriors that sacrificed nearly two decades of their life in uniform, but now are entering the business world and dominating their competition.

You love to see these men receiving financial rewards after prioritizing patriotism and honor for so long.

Jordi Visser says only 8 companies in the S&P 500 have potential returns that will be attractive going forward.

"@pmarca made this comment two years ago...everything in the S&P 500 is basically 492 are bonds and 8 of them are call options...which is exactly what I believe."

"Starting when AI took off, the 8 biggest companies became a mad race to dominate AI."

"Larry Page said...'I'll bankrupt this company in the race to AGI."

"Growth comes from a lack of government involvement. It comes from multiple expansion...we are starting to see the negatives from AI this year and it is only going to worsen from here."

"If you go to Europe, the stock market has done nothing since 2007. If you go through emerging markets, the stock market has done nothing. If you go through most of the world...20 year period where you get less than inflation."

"That has been happening if you are a loser to AI."

"All companies are going to be disrupted if they can't reinvent themselves."

Bitcoin. Gold. Productive land.

Protect yourself from the money printer.

This week @jvisserlabs breaks down the midterm blue wave and the market sell-off, why the S&P 500 may really be 492 bonds and 8 call options, and why bitcoin is positioned to beat public stocks.

We also discuss easing liquidity, the Elliott Wave setup for bitcoin, Iran and oil, gold, and hedge fund deleveraging.

YouTube: youtu.be/TDOyoS4SMrk?si…
Spotify: open.spotify.com/episode/49WKeJ…
Apple: podcasts.apple.com/us/podcast/bit…

TIMESTAMPS:
0:00 - Intro
1:01 - Midterm blue wave & market sell-off
5:30 - S&P 500 is 492 bonds & 8 call options
9:37 - Why bitcoin beats public stocks
18:29 - Bitcoin liquidity & Elliott Wave setup
23:33 - Bitcoin vs the AI trade
29:17 - Is AI winner take all?
31:40 - Marvell deal & hedge fund deleveraging
38:25 - Iran, oil & falling inflation
42:48 - Gold, Qualcomm & the AI trade
49:08 - Midterm memes & political extremism
54:16 - How we used AI this week