4.8 • 1.9K Ratings
🗓️ 4 November 2025
⏱️ 33 minutes
🧾️ Download transcript
Anthony and John Pompliano break down today’s markets — from Scott Bessent’s U.S. outlook and Tom Lee’s bullish call to Jordi Visser’s take on Bitcoin’s “IPO moment.” They also cover job growth, mega themes, the New York City mayoral race, and Anthony’s latest thoughts on bitcoin and stocks.
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Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/
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Bitwise is one of the largest and fastest-growing crypto asset managers, with more than $15 billion in client assets across an expanding suite of investment solutions—including the world’s largest crypto index fund—plus products spanning Bitcoin, Ethereum, DeFi, and crypto equities. In addition to managing assets, Bitwise helps investors stay informed about the fast-moving crypto market. Every week, CIO Matt Hougan breaks down what’s happening in crypto in five minutes or less. Read the latest at https://experts.bitwiseinvestments.com/cio-memos. Certain Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit https://bitwiseinvestments.com/disclosures to learn more.
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In this episode, Pomp spotlights easyBitcoin.app—the app that pays you 1% extra on recurring buys, 2% annual bitcoin rewards, and 4.5% APY on USD. Download it now for iOS or Android at https://easybitcoin.onelink.me/F1zP/klc4v1p8 and start earning today. Your capital is at risk. Crypto markets are highly volatile. This content is informational and not financial advice.
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| 0:00.0 | What's up everyone? This is Anthony Pompliano. Many of you know me as Pomp. You're listening to the Pomp podcast, which is my effort to find the most interesting people in the world and sit with them for hours while I ask questions in an effort to learn. So it would mean the world to me if you would subscribe to the show on your favorite audio platform, watch episodes on YouTube, |
| 0:21.1 | and tell your friends and family about the podcast. My goal is to help millions learn from |
| 0:26.4 | the world's most interesting people. So let's get in to today's episode. Anthony Pompliano |
| 0:31.3 | runs Pomp Investments. All views of him and the guests on his podcast are surely their opinions |
| 0:36.8 | and do not reflect the opinions |
| 0:38.4 | of pomp investments. You should not treat any opinion expressed by pomp or his guest as a |
| 0:43.5 | specific inducement to make a particular investment or follow a particular strategy, but only as |
| 0:48.5 | an expression of his personal opinion. This podcast is for informational purposes only. |
| 0:54.0 | What's going on, guys? Today we got a great episode with John Pompilano. We cover everything. What's Scott Besson thinks about the U.S. economy? Why Tom Lee is so bullish, how Jordi Visser thinks the Bitcoin market is going through an IPO moment. And then we even talk about job creation, mega AI deals. What's going on with the New York City mayor race, which is happening today? And of course, I give you all my thoughts on Bitcoin stocks and much more. Here's my latest conversation with John Pompeiano. All right, John, what's the first topic? Are we in a recession? Bessett, been all over the news. He's talking about certain sectors of the economy are in a recession. Do you believe we're in a recession? What's going on? Anyone who believes we're in a recession is an idiot point blank period if you look at all of the economy are in a recession. Do you believe we're in a recession? What's going on? Anyone who believes we're in a recession is an idiot. Point blank period. If you look at all of the data, |
| 1:32.2 | how are you in a recession if the companies are growing 20, 30 percent year over year and they're |
| 1:38.6 | multi-billion, hundreds of billions, trillion-dollar companies? How is it possible that you're in a |
| 1:44.1 | recession? People say, oh, well, sometimes they grow so fast right before the big crash. Like, first of all, that was a good lyrical rhyme. Second of all is if you actually think about what's happening in the economy right now, we are going through a boom. What's a recession? Two consecutive quarters of negative GDP growth. Anybody out there, I'll take all bets. |
| 2:01.6 | You think GDP is gonna be negative in Q3 or Q4? |
| 2:04.9 | Let's go. |
| 2:06.6 | There is zero chance that we are going to see a negative, |
| 2:10.6 | two consecutive quarters of negative GDP growth in 2025. |
| 2:14.6 | Which if you go back, I've been saying the same thing since April, |
| 2:16.6 | since February, whenever everyone's freaking out about all the tariffs and stuff. Y'all are ridiculous. We are only going to continue to grow because we're on the precipice of an economic boom that is driven by technology innovation, artificial intelligence, Bitcoin and robotics are going to save the American economy, and all the haters are going to cry about it, but that don't change the future. It's what's going to happen. Do you think some sectors, so it's possible that some sectors are in a recession, but ultimately the United States is not entering. There's a lot of sectors that are in a recession, but they ain't the ones that people want to talk about. How about the entire woke industrial complex? They are in a multi-year decline. They just got smacked. How about all of the |
| 2:54.9 | DEI nonsense? They got smacked. They're in a multi-year decline. And so if you look at, yeah, sure, |
| 3:01.1 | there are certain sectors 100%. By the way, it's not just that type of stuff, right? There are |
| 3:05.7 | definitely sectors that are going to, at times, be in a decline, |
| 3:09.0 | and other sectors are going to be in some sort of boom. |
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