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
And then it becomes consensus and it becomes large.
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And so what you're looking for is that non-consensus small thing to become consensus and large over time.
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Well, in order for it to make that transition, inherently, it has to become durable.
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As an investor, there's two types of people.
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There are some people who are looking for, I want to simply get beta exposure or maybe slightly beat the market.
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And then there are people who are looking for massive asymmetry.
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Howard Marks put it best, right?
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If you are ever the best investor in a single year, that means you took so much risk that you had to be willing to be the worst investor in that given year.
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And so what you actually want to be is you want to be above average consistently for decades.
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And naturally, everyone else will churn out because they took too much risk and either it worked or it didn't in the short term.
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But over a long period of time, they blow themselves up.
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And so I think that if you look at the best investors, that's what they've continued to do.
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You don't see many investors throw up 70, 80 percent years.
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And end up being the best investors in the world, right?
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Usually the top end is maybe 25, 30%.
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And they've been able to do that for long periods of time.
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But really, it's like 17 to 20% for like public hedge fund managers.
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Every once in a while, you get like a rent tech or something.
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That is, I think, why people are like, wow, this is insane.
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you know, the return profile that they've been able to deliver.
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