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 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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How I Invest with David Weisburd · E400: Anthony Pompliano on Power Laws, Conviction, and Compounding · 8 Jul 2026 podcast

What's Eli Lilly, a trillion dollar company growing revenues at 50 plus percent year over year now? matched

How many times along the way could Ken have said, I'm out, right? matched

Like, this was a good ride. matched

I'd made a bunch of money. matched

I'm out. matched

I believe that he holds, if not all, most of the original investment in Eli Lilly 40-something years later. matched

So you look at that and you say, actually, the single most important decision that Ken made may not have been buying Eli Lilly. matched

It may have been refusing to sell year after year after year for four or five decades. matched

That's a really hard thing for people to do, especially in a world where information and capital moves at the speed of light. matched

And it feels like there's a new idea every single day and something is tempting you to rotate capital or chase the latest trend or follow headlines. matched

Maybe the most important thing you can do, again, is understand the durable advantage and then simply say to yourself, I'm going to buy assets and I'm going to not sell them for a really long period of time. matched

Both are right, right? matched

You actually want to have access to liquidity when and if you need it, but you want to have the discipline to not tap the liquidity. matched

If you're able to hold the asset, it goes back to there's histories littered with stories of duration mismatches and illiquidity issues that have really caused problems. matched

Obviously, debt has been a huge issue throughout the years. matched

But I do think that there's this element of take a venture fund and take NASDAQ as maybe an example. matched

Historically, people have looked at the NASDAQ and said it's going to deliver 12, 13 percent. matched

Let's just use 13 percent as a number. matched

And then they've looked at venture funds and the official numbers are, you know, the average venture fund will deliver like 17, 18%. matched

The mean, right? matched

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