Anthony Pompliano
speaker
882 appearances
1 recordings
1 series
first heard Jul 2026
last heard 8 Jul
Anthony Pompliano’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
What separates the top three investors in the world from the top 1% of investors?
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And without hesitation, he said to me, they press their winners harder than everybody else, and they cut their losers faster than everyone else.
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It just seared into my brain.
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I said, you know, how many?
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Antonio pressed the advantage.
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He knew SpaceX was a winner, and he poured as much money into the company as he possibly could.
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And so it goes back to when you have a good idea, why spend time investing in 10 other ideas?
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The reason why you diversify is because you don't have conviction, right?
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And people will say, oh, no, it's risk management.
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Well, I don't know.
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Go look at the best investors in the world.
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Stanley Druckenmiller isn't exactly the most diversified investor in the world.
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And so again, it goes back to, you know, people like, oh, well, Rentech's got X number of positions.
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Like, no, Rentech has one strategy and they're all in on it.
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And that strategy is really good because they're great at the quant investing.
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They don't have tons of other things that they're running around doing.
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And so you just start to realize like the concentration is a sign of conviction and therefore conviction means that you've done the work.
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Now, are there people who get blown up doing that?
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Sure.
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But usually what ends up happening is the only people who are willing to concentrate are the people who end up being right over and over again, which feeds back into why do they do that?
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