David Rutherford Show: "Buckle Up!" — Anthony Pompliano On Bitcoin, Oil, and How Iran Could Collapse The Markets
The Clay Travis and Buck Sexton Show
iHeartPodcasts
4.5 • 11.4K Ratings
🗓️ 16 March 2026
⏱️ 49 minutes
🧾️ Download transcript
Summary
📍Will Iran collapse your portfolio? Anthony Pompliano joins Navy SEAL and intelligence veteran David Rutherford for a wartime economic briefing — what's really happening with Iran, oil, Bitcoin, and your portfolio right now. Pompliano has been ahead of consensus on tariffs, inflation, and Bitcoin. In this conversation, he breaks down why most people are reading the economy wrong, what "wartime Bitcoin" actually means, and what every serious investor needs to do right now.
00:00 - Preview
00:57 – Bitcoin's evolution: from fringe to wartime asset
06:13 – Iran, the Strait of Hormuz, and the oil price risk
10:24 – The CPI is lying to you — here's the real inflation number
16:51 – Why tariffs AND AI are actually deflationary
22:12 – The $3–4 trillion private credit time bomb
27:47 – The $80 trillion wealth transfer — and how Gen Z is allocating it differently
33:29 – Bitcoin vs. gold: the 40% divergence and what comes next
37:37 – AI is the new Bitcoin — don't miss it again
44:04 – What Trump must do in the next 30 days to stabilize markets
Anthony Pompliano is one of the most widely followed voices in Bitcoin, macro investing, and entrepreneurship. He writes the Pomp Letter newsletter (pompLetter.com) and co-founded CFO Silvia, an AI-powered financial intelligence tool (CFOSilvia.com).
David Rutherford is a former Navy SEAL, CIA-trained operator, and championship performance coach. His show brings elite military and intelligence perspective to the decisions that shape men's lives.
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Transcript
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| 0:00.0 | This is an IHeart podcast. |
| 0:02.6 | Guaranteed Human. |
| 0:04.3 | Oil was $77 five days ago. |
| 0:07.0 | It went to almost 120, then it went back down to 77, and now it's at 92. |
| 0:12.0 | I mean, this thing is all over the place. |
| 0:13.5 | And normally, if something like the Iran conflict kick off, the U.S. and Israel are bombing, |
| 0:19.4 | the Shrader Hermoses closed, you know, all these kind of complexities, oil would be at 120 the U.S. and Israel are bombing, the Shreder Hermose is closed, you know, |
| 0:21.0 | all these kind of complexities, oil would be at 120 or 150. And so the question then becomes, |
| 0:26.7 | okay, you can do certain things to mitigate a skyrocketing oil price, but how long can you do |
| 0:32.5 | that? Yeah. And so I think the question around what is the impact of oil on inflation is really just like how long does the Iran situation happen and how long is that straight closed for? |
| 0:43.3 | If it's, you know, four weeks, it's not going to be fun, but hey, it's not going to have a massive impact. |
| 0:48.5 | If we start talking six months, buckle up. |
| 1:02.6 | Welcome back to the show, everybody. |
| 1:08.0 | Today's guest is someone that I've really been excited in preparation to come on, |
| 1:09.4 | Mr. Anthony Pompliano. |
| 1:17.5 | Jordi, our producer, worked with Pomp for about five years and speaks with such a high degree of respect for him. |
| 1:19.1 | And after being introduced and getting familiar with his content, I believe he's probably |
| 1:24.4 | the best person on Bitcoin that's out in the industry right now. |
| 1:30.1 | And so, but what's really phenomenal is his comprehensive understanding of the markets, |
| 1:36.7 | what's taking place in geopolitical events. |
| 1:39.3 | So we're just going to jump right in and get straight to the heart. |
| 1:43.8 | Mr. Pompiliano, thank you so much for coming on, sir. |
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