The AI-bitcoin play NO ONE sees coming | Anthony Pompliano
Full Signal
Phil Rosen
4.8 • 18 Ratings
🗓️ 10 March 2026
⏱️ 24 minutes
🧾️ Download transcript
Summary
Anthony Pompliano is the CEO of ProCap Financial. He joins Phil Rosen on Full Signal to discuss bitcoin’s weak price action, the slowing labor market and geopolitical risks, the Fed’s policy errors, and how AI will change the macro and investment landscape.
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Timestamps:
0:00 - Intro
0:24 - Bitcoin vs Gold
3:40 - Jobs Data and AI Impact
6:07 - Deflation & Why The Fed Needs To Cut Rates
10:30 - Oil Prices vs Deflation Forces
14:45 - Why Consensus Gets It Wrong
20:07 - AI Skills to Get Hired If You're Looking For Work
23:27 - Thanks Pomp For Joining!
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#podcast #investing #markets #macro #stocks #bitcoin #fed
Transcript
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| 0:00.0 | What's up guys? On this episode of Full Signal, I'm very excited to share. We have Anthony |
| 0:03.8 | Pompliano, the CEO of ProCAP Financial, and we get into Bitcoin, what it's doing this year, |
| 0:09.2 | what the macro outlook is, how the labor market has changed, and how young people can get jobs |
| 0:14.5 | using AI and upscaling with this new technology. This is a fantastic conversation. I think you're |
| 0:19.6 | going to love it. Pomp, it's great |
| 0:23.7 | to see you. The thing we have to talk about is Bitcoin. It's gone the opposite direction of gold |
| 0:28.6 | to start the year. And I think especially with the geopolitical shocks we've had that surprised a lot |
| 0:33.5 | of people, how are you thinking about this? Well, I think that Bitcoin is a forward-looking asset and deflation is the bigger risk than inflation right now. And so all the gold bugs, |
| 0:42.3 | they should be taking their victory lap. Congratulations to all of them. It's about time that |
| 0:46.1 | the dumb rock actually moved. It's been a long, long time since they got any sort of return. |
| 0:51.6 | But they're celebrating a 70% move in a single year. |
| 0:54.9 | Bitcoin for the last decade has been compound annual growth rate has been 70 plus percent. |
| 0:59.4 | And so Bitcoiners are used to winning. |
| 1:01.8 | Gold bugs are just now getting a reminder that they could be winning. |
| 1:05.3 | But I don't think that the victory lap will be very long. |
| 1:08.4 | You know, it's kind of like a professional sport. |
| 1:10.0 | You can win the championship one year, but then next year everyone starts off zero and zero. And so I think gold will do just fine. I'm not a hater of gold. I like to, you know, mess with the gold bugs a little bit. They can take it their big boys. But at the same time, I do think that Bitcoin will outperform over the next decade or so. And so the beauty of finances, you can just put both in your portfolio, right? You can own a little bit of gold. You can own a lot of Bitcoin. You can just chill. And I think that both gold and Bitcoin are going to do very, very well moving forward. And Bitcoin will likely outperform. What do you make of the rumors that Jane Street was manipulating the Bitcoin price? |
| 1:45.5 | I have no clue, right? I don't know anything about that. I think when you look at all of these |
| 1:52.6 | hedge funds, what people usually don't understand is there are many teams inside of these hedge |
| 1:57.9 | funds. They're all having different strategies. Sometimes they are |
| 2:01.0 | taking different sides of the same trade. Right. So really, I think that there is this element |
| 2:06.4 | where online, especially on, you know, X, people want to have a black and white narrative. It's one |
... |
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