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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: ▼ -0.5% · 65,033 → 64,703 · as of 2026-08-05
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: ▲ +3.7% · 25,520 → 26,456 · as of 2026-08-05
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: ▲ +0.7% · 26,282 → 26,456 · as of 2026-08-05
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: ▼ -0.5% · 4,331 → 4,310 · as of 2026-08-05
…discount. So now he's sacrificing his own shareholders by destroying value to sell his stock into the market at a discount to buy Bitcoin and creating a negative Bitcoin yield. So this whole fly real is running backwards. Strategy is down about sixty seven percent over the past year. Right now it's up six percent. Let me finish with this. What about stocks? When you look at the performance of gold versus the S&P Bitcoin versus the S&P, depending on the time horizon and the comparison, I mean, stocks over the long term since 1929 have returned much better than just about anything else. You still like stocks? I think that that is true over very long periods of time. But actually, interestingly, if you go and you look over like a three to ten year period, gold and Bitcoin have both been outperforming stocks, which is exactly opposite of what most people would think. They think the productive assets can outperform. And so that's where I say that, you know, Peter, sometimes it takes a little while for people to kind of come around here. I do think one day Peter, but maybe the thing I'll leave you with, Liz, is that I like stocks. I like Bitcoin. But Peter is the only person on here who sells gold and accepts Bitcoin. There's no Bitcoiners accepting gold. We don't actually take any of the Bitcoin. But Liz, there's a big difference between stocks and gold. They're very different assets. Stocks are income generating businesses or they're operating companies. And I like stocks if I can buy them at…From: this video · 3 claims mined from it
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