
← Full Signal8 okt · 27 min
Veteran Investor: 3 assets to BUY for the next decade
<p>Anthony Pompliano is the CEO of Silvia Inc. and the author of "How to Live an Extraordinary Life, Volume 2." He joins Phil Rosen on Full Signal to discuss the problems with macro data, the accelerating AI trade, the three assets he likes best, and how investors should position for the decade to come.</p><p><br></p><p>This episode is sponsored by Y'all Street Asset Management: https://www.yallstreetetfs.com/</p><p><br></p><p>Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe</p><p>Follow Phil on X: https://x.com/philrosenn</p><p>Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/</p><p><br></p><p>Timestamps:</p><p><br></p><p>0:00 - Macro bears are wrong</p><p>5:53 - AI adoption reality check</p><p>8:23 - Bitcoin, gold, land</p><p>10:08 - Microsoft and Netflix?</p><p>14:31 - Barbell portfolio strategy</p><p>16:01 - How AI impacts Bitcoin</p><p>19:41 - Gold</p><p>20:43 - How to Live an Extraordinary Life Vol. 2</p><p>23:05 - The ego tax</p><p>24:02 - Procrastination is arrogance</p><p>25:19 - Amateurs built Noah's Ark</p><p><br></p><p>#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed</p>