I Just Revealed My Current Portfolio… | Anthony & John Pompliano

The Pomp Podcast

Anthony Pompliano

Investing, Business

4.6 • 2K Ratings

🗓️ 23 June 2026

⏱️ 44 minutes

🔗️ Recording | Apple Podcasts | RSS

🧾️ Download transcript

Summary

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

Transcript

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0:00.0	When the world keeps shifting, we're there to help you act with confidence.
0:05.7	At HSBC, we bring together the people, ideas and capital that drive growth,
0:10.8	backing your ambitions at every stage.
0:13.2	So when you're preparing for the next generation, strengthening your portfolio,
0:17.2	or you're entering new markets, we're there, bringing 160 years of experience to help you move forward.
0:24.1	HSBC, opening up a world of opportunity.
0:29.9	Your team just added its 67th AITL and also your 67th security blindspot.
0:36.5	The good news, the Vantor agent works like a GRC engineer in the background,
0:41.3	finding every app your team uses, scoring the risk and drafting fixes for you.
0:46.3	Vanta is the platform used by over 16,000 fast-moving companies like Synthesia, Nandoz and Granola,
0:53.3	who are shaping the future with AI and staying ahead of AI risk.
0:57.7	Get started at Vanta.com.
1:00.3	Everyone who's worried about Bitcoin's lost their mind.
1:02.3	I like the fact that the things I own go through these periods where people don't like them.
1:07.4	I do not want to own assets that are always in favor.
1:10.6	Because if they're always in favor. Because if they're always in
1:11.7	favor, that means they're popular. If they're popular, that means they're crowded. If they're crowded,
1:16.5	that means the return has been arbed away. And so I actually want things that go in and out of favor,
1:23.0	because that means that the things that are out of favor likely have a lot more asymmetry to them.
1:27.9	They have a lot more potential return in the future.
1:30.1	And so that volatility is really important.
1:33.3	What's going on, guys?
	...

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