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Anthony Pompliano
Professional Capital Management
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
1-year scoreboard he cites. HOST-SPEAKING concession, immediately rebutted by his own longer-horizon stats
“Gold is up 21% over the last year. Bitcoin is down 45%.”
Bitcoin since this was said: ▲ +16.4% · 66,077 → 76,930 · as of 2026-09-11
Says a very large share of his portfolio is in physical AI and robotics (@46:17); argues the software side of AI is over-crowded and picked-over. Visser concurs, playing robotics via the memory/semis complex.
“the next big kind of move of capital within the AI trade will be that robotics”
Nasdaq since this was said: ▲ +2.2% · 25,520 → 26,082 · as of 2026-09-10
Host on the record while asking about short-seller critiques
“You're bullish on this. I'm bullish on this. Many people are buying these names.”
Nasdaq since this was said: ▼ -0.8% · 26,282 → 26,082 · as of 2026-09-10
On Fox vs Schiff: “over like a three to ten year period, gold and Bitcoin have both been outperforming stocks” (chyron: GOLD OUTPERFORMS S&P 500 OVER 1Y)
Gold since this was said: ▲ +1.0% · 4,331 → 4,375 · as of 2026-09-11
Pompliano tells Visser AI demand is going exponential while compute supply is not keeping up.
This is a very weird market where demand is actually going exponential. And the supply is not responding in the way that it needs to
Nasdaq since this was said: ▲ +0.7% · 25,889 → 26,082 · as of 2026-09-10
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