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

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

The Pomp Podcast

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