I Just Revealed My Current Portfolio… | Anthony & John Pompliano
· 43 min
Episode I Just Revealed My Current Portfolio… | Anthony & John Pompliano
Anthony and John Pompliano cover the Mag 7 selloff, AI CapEx fears, and why inflation is more under control than the headlines suggest. We also break down Anthony's current portfolio, what Kevin Warsh is really doing at the Fed, and why bitcoin's volatility is a feature heading into its next decade.
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• 0:00 - Intro • 0:56 - MAG7 selloff & AI CapEx spending • 16:28 - Large caps vs. asymmetric bets • 19:10 - SpaceX & other exposure to the AI trade • 29:34 - Kevin Warsh & the Fed • 37:13 - Bitcoin outlook for the next decade
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