“Investing is the professional sport for thinkers” | Anthony Pompliano
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Description
This week, we’re joined by Anthony Pompliano (Pomp) — a renowned entrepreneur and technology investor with a massive following on Twitter. Pomp is also the host of a popular podcast, The Pomp Podcast, and writes a widely-read newsletter, The Pomp Letter. We cover: • How the pandemic and government actions have reshaped financial markets and the economy • Pomp's thoughts on Bitcoin and altcoins • Why buying the market at the all-time is better than trying to time the market • Why investors on Wall Street are no different than degenerate crypto investors • The changing landscape of venture capital and the public markets • A case for why Elon deserves his $50 BILLION payday • Why Apple continues to dominate • And so much more — Skip Ahead: (00:00) Welcome banter (02:53) Is NYC back? And a look back at the pandemic (07:09) Market volatility, and why you need a strong stomach (09:28) Degenerate investments: nurture vs. nature (11:13) The grift economy (13:50) Mr. Wonderful: a*****e, jerk, or nincompoop?  (17:25) The Fed’s response to Covid (20:17) Ties are back  (23:04) The Public Market Pivot (33:33) Changing market trends and the impact of recency bias (36:00) The importance of mentorship in investing (40:47) Investors on Wall Street are no different than crypto degenerates  (44:29) The integration of crypto into public markets (50:47) Apple, Tesla, and consumer discretionary (54:37) S&P 500: Weighting of top 3 holdings (58:17) Bull markets: The past, present, and future (01:00:03) Investing is a sport (01:01:44) Tesla: Selling puts (01:04:00) Stocktwits Chart Art  (01:05:26) Apple speculation (01:09:30) Shoutout to boring investors  — Referenced: • Chart Art -  https://chartart.stocktwits.com/ • Kalshi - https://kalshi.com/ • Ben Thompson - https://stratechery.com/about/ • Jeff Brown - https://www.brownstoneresearch.com/authors/jeff-brown/ — Big Thank You To Our Guest: • Anthony Pompliano (Pomp) - https://www.anthonypompliano.com/ — Where To Find Howard and Friends: • Howard - https://stocktwits.com/howardlindzon • JC - https://stocktwits.com/allstarcharts • Phil - https://stocktwits.com/ppearlman • Production and Marketing - https://penname.co/ — Trends with Friends is brought to you by Stocktwits: ⁠https://stocktwits.com/⁠ — All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decision.
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