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TwF — “Investing is the professional sport for thinkers” | Anthony Pompliano

Trends with Friends EP. 68

This week we’re joined by Anthony Pompliano (Pomp) — a crypto and media 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

  • Why long-term holders in volatile assets need to maintain a strong stomach for both gains and losses

  • Advantages of being a conservative investor in a degenerate economy

  • The importance of pattern recognition and intuition in investing

  • The role of entertainment and performance in the finance industry

  • The changing landscape of private and public markets

  • Why mentorship is crucial in the investment world

  • The integration of crypto into the public markets and the interest of Wall Street in cryptocurrencies

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: asshole, 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

Big Thank You To Our Guest

• Anthony Pompliano (Pomp) - https://www.anthonypompliano.com/

Where To Find Howard and Friends

• Production and Marketing - https://penname.co/ 

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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 decisions.


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