What was the best thing you read, watched, or listened to this week? Any topic is fair game.
Anthony Pompliano
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I love seeing people chase their dreams and defy the odds @johnsummit congrats on an epic milestone https://t.co/OZQgo1AOV1
Here are three things that have to happen for bitcoin to break out… https://t.co/nVVqZRNx07
I sat down with @DariusDale42 for one of the most inspiring conversations we have ever had. We break down what the Fed should do next, how money printing quietly erodes your purchasing power, Kevin Warsh's plan to reshape the Fed, what history says happens to economies as K-shaped as ours, and what gives Darius hope for the future. YouTube: https://t.co/IUwvwb75dp Spotify: https://t.co/MKvx33DJNC Apple: https://t.co/GGav8GP63p TIMESTAMPS: 0:00 - Intro 0:56 - What the Fed should do vs. what they will do 7:19 - Dollar debasement: pricing assets in "units of dollars" 11:29 - Kevin Warsh, ending forward guidance, & AI-driven disinflation 18:2…
I see a lot of people dunking on @leopoldasch, which feels like a classic internet mob looking for attention. Leo’s story is unreal. He went from relatively unknown technologist to one of the top hedge fund managers in the world in less than 5 years. His original Situational Awareness paper has been quite accurate, not to mention Leo’s ability to drive ridiculous investment returns for his investors through June. Losing 60%+ of your investors assets in a single month is obviously bad. Leverage is one of the most destructive forces in the world when things go against you. But let’s not forget that Leo still has a few billion dollars and a …
Good morning. Today is going to be a great day. Let’s get after it relentlessly.
I told you the AI trade wasn’t over at 8am this morning. 🤝 Market obviously dumps tomorrow after a victory lap. Law of the universe 😂
Interesting question to ask @cfosilvia: “What AI stocks have sold off the most and will be the best performing stocks when the market recovers later this year?” Try it: https://t.co/587F3GzJzR
Someone just started writing the movie script… https://t.co/02gnU9978f
I have an unorthodox way of hiring. It allows me to turn savages into millionaires. This is how I do it. https://t.co/RkZdPDbEZ2
The internet generation didn’t invent the phrase “BTFD” by accident. Stocks are down, so you know what they will be doing this week.
Good morning. Today is going to be a great day. Let’s get after it relentlessly.
This probably goes so hard if you are stupid https://t.co/bSB9dHuz7U
The Fed continues to defy all those doomsday predictors who promised that interest rates would skyrocket again.
I sat with @polinapompliano to discuss why socialism is the biggest threat to investor portfolios, and why the economy feels painful despite the stock market hitting all-time highs. We also discuss bitcoin, the Clarity Act, and Google's AI spending bet. YouTube: https://t.co/imRAZNFMRz Spotify: https://t.co/fpiBkfHVTG Apple: https://t.co/IFIFfyJaym TIMESTAMPS: 0:00 - Intro 0:52 - Interest rates, the Fed & the economy 6:28 - Why socialism is the #1 threat to investors 15:26 - Bitcoin price update & the Clarity Act 23:56 - AI's business model & Google's big bet 34:12 - Market sentiment, the cost-of-living crisis & gambling addiction 41:37 - …
Good morning. Today is going to be a great day. Let’s get after it relentlessly.
My long-term goal with @cfosilvia is to create a destination for like-minded individuals. People who question the status quo. People who don’t trust the mainstream narrative. People who have the courage and discipline to think for themselves. These are the people I call the misfits. They do things differently than the herd. They walk to their own drum beat. They don’t care if you agree with them or if you like them. They are pursuing truth. And they are obsessed with the positive impact they can have on their family. They want to make the hard decisions today that leave future generations in a better place. Every great fortune, and ever…
I am not supporting Mamdani's grocery plans until he starts selling cannolis 30% cheaper than market rate. That is when I will know he is serious about helping the little guy.
Politicians on both sides of the aisle are addicted to money printing. https://t.co/4Z4jtXPZ1Q
Simple hack: Ask @cfosilvia "what should I do to improve my estate planning so I can hand my investment portfolio to my children in a more efficient way?" World-class insights personalized to you in seconds. Try it: https://t.co/587F3GzJzR
Good morning. Today is going to be a great day. Let’s get after it relentlessly.
Had to walk through Little Mogadishu and Little Bangladesh to find this place https://t.co/nBRarUuD2M
New pod with the legend @DivesTech is live! We break down the AI trade, including Chinese open-source models, Anthropic's slowing revenue growth, the biggest bottlenecks in chips, memory, and energy, and the political battles over data centers. YouTube: https://t.co/FicMOtmpTh Spotify: https://t.co/3C6wG5O28B Apple: https://t.co/eEN9jIJuli TIMESTAMPS: 0:00 - Intro 0:51 - Chinese vs American open-source models, & the Anthropic IP lawsuit 4:36 - Falling model costs and the pricing war 5:55 - Cultural bias baked into Chinese AI models? 7:44 - Will AI models eat the whole stack? 11:20 - Specialized AI workflows & model routing 14:00 - Mag 7 fr…
Jordi Visser ( @jvisserlabs ) says that AI easy money is over. https://t.co/cvd4yLlt3S
Come with me for a day in my life. Today we interview @DivesTech & @PeterSchiff, record the audio book for my new book, and a ton of meetings as we build Silvia. Lets go! https://t.co/YK8KTvm2a6
I tweeted about job openings at $BRR on Saturday. One person got in touch with me yesterday, shared an unique way they could help, we had breakfast this morning, and now they are sitting in our office already helping us. Speed kills. Don't bet against our team of misfits. https://t.co/gvTTiECIqD
You can torture data to tell whatever story you want. Doesn't always make you right.
Should people be worried that large companies are betting the farm on AI? @jvisserlabs and I discuss Google's negative free cash flow quarter. https://t.co/vs2R34VOrr
Good morning. Today is going to be a great day. Let’s get after it relentlessly.
The AI industry can learn so much from the crypto industry. For example, (1) the Fat Protocol thesis wasn’t true and neither will be the Fat AI Model thesis. (2) Everyone will keep screaming bubble, while adoption keeps accelerating for a decade. (3) PR is much more important than you realize, so invest in it heavily. (4) You may not care about politics, but politics is going to care about you. Don’t let them control the game. (5) The people’s voice will eventually be heard, so as long as you build things people actually want and use, you are going to be successful.
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