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Anthony Pompliano

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
8115 total appearances

Appearances Over Time

Podcast Appearances

The Pomp Podcast
Bitcoin Billionaire Reveals His Current Investing Strategy | Arthur Hayes

If Bitcoin has no retail bent, Bitcoin is worthless.

The Pomp Podcast
Bitcoin Billionaire Reveals His Current Investing Strategy | Arthur Hayes

And I think that's what people don't understand, which is why I say, fuck all these bills, who cares?

The Pomp Podcast
Bitcoin Billionaire Reveals His Current Investing Strategy | Arthur Hayes

Just DK every single one of them.

The Pomp Podcast
Bitcoin Billionaire Reveals His Current Investing Strategy | Arthur Hayes

I hope Trump vetoes every single one of them.

The Pomp Podcast
Bitcoin Billionaire Reveals His Current Investing Strategy | Arthur Hayes

We don't need it.

The Pomp Podcast
Bitcoin Billionaire Reveals His Current Investing Strategy | Arthur Hayes

We didn't need it in 2009.

The Pomp Podcast
Bitcoin Billionaire Reveals His Current Investing Strategy | Arthur Hayes

We didn't need it in 2018.

The Pomp Podcast
Bitcoin Billionaire Reveals His Current Investing Strategy | Arthur Hayes

We certainly don't need it in 2026.

The Pomp Podcast
Bitcoin Billionaire Reveals His Current Investing Strategy | Arthur Hayes

So basically, I have a chart up that I made on my Bloomberg.

The Pomp Podcast
Bitcoin Billionaire Reveals His Current Investing Strategy | Arthur Hayes

And it's a spread between the first and the sixth contract out in the future for WTI oil futures prices, right?

The Pomp Podcast
Bitcoin Billionaire Reveals His Current Investing Strategy | Arthur Hayes

And so I want to know the spread between the two.

The Pomp Podcast
Bitcoin Billionaire Reveals His Current Investing Strategy | Arthur Hayes

So obviously, they pretty much track each other up until, was it February 28, whenever the war started.

The Pomp Podcast
Bitcoin Billionaire Reveals His Current Investing Strategy | Arthur Hayes

Front month blows out to the upside because obviously we have this supply disruption, shut-ins, inability for lots of takers to get through the straight, and obviously pretty much the spot price of oil is very expensive.

The Pomp Podcast
Bitcoin Billionaire Reveals His Current Investing Strategy | Arthur Hayes

But the back end, yes, it's gone up a bit, but it hasn't gone up nearly as much because I think the market

The Pomp Podcast
Bitcoin Billionaire Reveals His Current Investing Strategy | Arthur Hayes

assumes, whether or not that's the right assumption or not, that over the short to medium term, something is going to, some accommodation is going to be made, and oil will go through the strait.

The Pomp Podcast
Bitcoin Billionaire Reveals His Current Investing Strategy | Arthur Hayes

And so that's why this back end oil futures prices are not as nearly as high as the front end.

The Pomp Podcast
Bitcoin Billionaire Reveals His Current Investing Strategy | Arthur Hayes

And so this is the spread that I'm tracking.

The Pomp Podcast
Bitcoin Billionaire Reveals His Current Investing Strategy | Arthur Hayes

All that matters is, will the oil go through the strait or not?

The Pomp Podcast
Bitcoin Billionaire Reveals His Current Investing Strategy | Arthur Hayes

It's very unfortunate that there's all these people dying in the Middle East.

The Pomp Podcast
Bitcoin Billionaire Reveals His Current Investing Strategy | Arthur Hayes

But I'm sure for most of your readers, they don't live there.

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