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My rules of business: Build shit people want, never give up, avoid assholes, question assumptions, learn new ideas & always reward ambition
I sat down with @polinapompliano to break down Bitcoin’s sell-off, why the bear market may be over, and why AI’s abundance makes scarce assets like bitcoin more valuable.
We also discuss the Anthropic IPO, the man with power over Anthropic’s board, kung fu robots, AI psychosis, and my biggest bitcoin regret.
YouTube: youtu.be/Yzg78zu4uf8?si=K4Ns…
Spotify: open.spotify.com/episode/7k3…
Apple: podcasts.apple.com/us/podcas…
TIMESTAMPS:
0:00 - Intro
0:58 - Is bitcoin going to zero? Bear market & Q4 outlook
7:44 - Is AI stealing capital from bitcoin?
13:01 - Anthropic IPO & why AI is bullish for bitcoin
14:26 - Ad Ends
17:58 - Anthropic’s public benefit shares vs Elon & Michael Dell
22:30 - Who is Buddy Shah?
25:38 - AI regulation, profits vs humanity
32:58 - Should we fear kung fu robots?
34:49 - How AI impacted our family & privacy fears
41:07 - Separating products from the BS
45:39 - AI psychosis & Pomp’s biggest bitcoin regret
52:20 - Ambition vs delusion
A good conversation to have with your spouse or loved one this weekend:
"If something happened to me, do you know where our money and assets are?"
If the answer is no, then consider signing up for @cfosilvia and turning on Silvia Legacy.
Try it free: silvia.com
Binance was hacked for $6 billion and bitcoin only sold off 5%.
This tells us a lot about the health of the bitcoin market now.
I explained to @Varneyco this morning.
Spooky season is upon us!
One of the largest crypto exchanges gets hacked for $6 billion and bitcoin sold off less than 5%?
Bullish.
Today we are launching one of the most requested features for @cfosilvia.
Any user can now add multiple portfolios.
View your finances collectively or break it down by different portfolios. This can apply to personal, business, children, different geographies, etc.
Try it free: silvia.com
Anthony Pompliano 🌪 retweeted
Introducing Silvia Legacy.
Silvia Legacy is a private, consent-based way to prepare a financial package for trusted people if you stop using Silvia for an extended period.
Important financial information is often spread across accounts, documents, conversations and the memory of one person. That creates a difficult question: if that person can no longer manage the household’s finances, how will the people they trust know what exists and where to begin?
Silvia Legacy helps organize that handoff. It is a consent-based feature for the people you choose.
The Legacy setup allows up to three people. They can be a spouse, partner, child, parent, sibling, grandchild, other family member, friend, attorney, executor or another trusted person.
@cfosilvia Legacy lets you choose what information you share, who you share it with, and what timeline the information will be shared on.
If you care about your loved ones, consider turning on Silvia Legacy today.
Try it here: silvia.com
Politics is noise when it comes to investing.
The stock market goes up under every President, because the government can’t stop printing money.
People are working harder in an age of AI because your work capacity expands to fill the available time.
Anthony Pompliano 🌪 retweeted
Such a great feature and one that I worry about all the time, as I know so many of my family members, relatives and friends do as well.
Introducing Silvia Legacy.
Silvia Legacy is a private, consent-based way to prepare a financial package for trusted people if you stop using Silvia for an extended period.
Important financial information is often spread across accounts, documents, conversations and the memory of one person. That creates a difficult question: if that person can no longer manage the household’s finances, how will the people they trust know what exists and where to begin?
Silvia Legacy helps organize that handoff. It is a consent-based feature for the people you choose.
The Legacy setup allows up to three people. They can be a spouse, partner, child, parent, sibling, grandchild, other family member, friend, attorney, executor or another trusted person.
@cfosilvia Legacy lets you choose what information you share, who you share it with, and what timeline the information will be shared on.
If you care about your loved ones, consider turning on Silvia Legacy today.
Try it here: silvia.com
Anthony Pompliano 🌪 retweeted
A few months ago someone close to me lost her husband out of nowhere.
He handled all the money. She didn't know what accounts they had, where the insurance was, or who to call first. She's still piecing it together.
It made me realize how many families are one person away from the same thing.
So we built Silvia Legacy.
You choose the people you trust. If something happens to you, they get a package with a summary of your finances, a spreadsheet of every account and asset, the documents you uploaded, and a personal note from you.
I can't change what happened to her. But I can make sure fewer people end up where she was.
cfosilvia.com/blog/silvia-le…
Anthony Pompliano 🌪 retweeted
𝐈𝐟 𝐲𝐨𝐮 𝐝𝐢𝐞𝐝 𝐭𝐨𝐦𝐨𝐫𝐫𝐨𝐰, 𝐰𝐨𝐮𝐥𝐝 𝐲𝐨𝐮𝐫 𝐟𝐚𝐦𝐢𝐥𝐲 𝐤𝐧𝐨𝐰 𝐰𝐡𝐞𝐫𝐞 𝐚𝐥𝐥 𝐨𝐟 𝐲𝐨𝐮𝐫 𝐚𝐬𝐬𝐞𝐭𝐬 𝐚𝐫𝐞?
I’m in the middle of estate planning for my family right now, and one question that overwhelms me... If something happens to me tomorrow, who knows what exists, where it is, and how to access it?
Investments. Brokerage accounts. Bank accounts. Operating companies. Crypto. Real estate. Precious metals. Liabilities.
A will tells people who gets what. It doesn’t tell them where to find it. That information usually lives in a handful of documents, dozens of logins, and the memory of one person. When that person can’t manage the finances anymore, the family is left scrambling to locate, access, and manage all the finances during the hardest season they’ll ever face.
That’s the problem @cfosilvia SILVIA 𝐋𝐞𝐠𝐚𝐜𝐲 solves. I’ve been a power user of Silvia for a while, and this may be the most important feature they’ve built.
Here’s why it matters:
1. It’s consent-based. Nothing gets shared unless you set it up. You stay in control.
2. You choose who. Up to three trusted people: a spouse, an adult child, a parent, your attorney, your executor.
3. You choose what. Share the full picture or only what each person needs.
4. You choose when. You set the timeline. The handoff triggers only if you stop using Silvia for an extended period.
5. It closes the gap your estate documents leave open. Your attorney drafts the plan. Legacy gives your family the starting point to execute it.
6. It’s a gift to the people you love. The most stressful time in their lives won’t be spent searching for accounts they didn’t know existed.
Hope is not a strategy. Neither is “they’ll figure it out.”
Get your plan in order. Then make sure someone can actually find it.
Ownership doesn’t end with you. It ends with a clean handoff.
Introducing Silvia Legacy.
Silvia Legacy is a private, consent-based way to prepare a financial package for trusted people if you stop using Silvia for an extended period.
Important financial information is often spread across accounts, documents, conversations and the memory of one person. That creates a difficult question: if that person can no longer manage the household’s finances, how will the people they trust know what exists and where to begin?
Silvia Legacy helps organize that handoff. It is a consent-based feature for the people you choose.
The Legacy setup allows up to three people. They can be a spouse, partner, child, parent, sibling, grandchild, other family member, friend, attorney, executor or another trusted person.
@cfosilvia Legacy lets you choose what information you share, who you share it with, and what timeline the information will be shared on.
If you care about your loved ones, consider turning on Silvia Legacy today.
Try it here: silvia.com
Anthony Pompliano 🌪 retweeted
Micron could hit $1,700 in the next 18 months and the bears will be proven wrong once again.
Wall Street expected $MU to see $6 billion in free cash flow 2 years ago and now it's at $320 billion and bears keep calling it cyclical.
@Adam_Parker_Tri explains.
The AI bull run is so early that even the most optimistic investors will be blown away by what comes next.
I sat down with Adam Parker — founder of Trivariate Research and former Chief US Equity Strategist for Morgan Stanley — to unpack why so many investors are wrong on AI, the data behind his contrarian investment ideas, and his favorite stocks and sectors for the year ahead.
Adam is one of the best investment thinkers in the world today.
The ideas in the conversation will surprise you.
TIMESTAMPS:
0:00 - AI cycle 1/3 done
3:28 - Micron
8:44 - Weakest part of AI trade
12:23 - Run more diversified
18:57 - Buy and hold is broken
22:10 - Expensive stocks and earnings
26:13 - Don't add to losers
29:42 - Healthcare
35:15 - Eli Lilly and GLP-1
38:22 - Semis, power and healthcare
40:30 - Oil stocks and AI power
41:39 - Post-midterm AI rally
42:59 - 2030s industrial revolution
46:39 - @Adam_Parker_Tri @TrivectorR
I sat down with @RyanDetrick to discuss why October stock market weakness is normal, what midterm election history says about stocks, and why the rally is spreading beyond tech.
We also discuss AI spending risks, the Fed, record cash on the sidelines, and where bitcoin and gold fit in a portfolio.
YouTube: youtube.com/watch?v=SJM8g3XV…
Spotify: open.spotify.com/episode/6Qu…
Apple: podcasts.apple.com/us/podcas…
TIMESTAMPS:
0:00 - Intro
1:17 - October weakness & the Q4 setup
5:18 - Money rotating out of tech into the broader market?
7:05 - Nvidia valuations & earnings growth
8:28 - Big Tech’s AI spending risks & how to play tech
12:53 - Record cash on the sidelines & midterm stats
15:05 - The buying thrust signal
16:37 - Fed outlook & does it matter?
18:46 - Earnings & consumer strength
21:51 - Bitcoin, gold & land
23:40 - Rising yields & digital credit
26:25 - Q4 outlook
Interest rates are still too high given the deflationary tsunami that is coming from AI and robotics.
Introducing Silvia Legacy.
Silvia Legacy is a private, consent-based way to prepare a financial package for trusted people if you stop using Silvia for an extended period.
Important financial information is often spread across accounts, documents, conversations and the memory of one person. That creates a difficult question: if that person can no longer manage the household’s finances, how will the people they trust know what exists and where to begin?
Silvia Legacy helps organize that handoff. It is a consent-based feature for the people you choose.
The Legacy setup allows up to three people. They can be a spouse, partner, child, parent, sibling, grandchild, other family member, friend, attorney, executor or another trusted person.
@cfosilvia Legacy lets you choose what information you share, who you share it with, and what timeline the information will be shared on.
If you care about your loved ones, consider turning on Silvia Legacy today.
Try it here: silvia.com







