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
Yeah.
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And so I should just use 13 and 17% for easy numbers.
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That means you're going to get paid 400 basis points of outperformance for locking yourself up for 10 or 12 years.
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That's a great trade that a lot of people are willing to take.
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What has happened though, is the NASDAQ has done much better than what people expected.
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And so if you go to shorter timeframes, maybe the NASDAQ is doing like 17, 18%.
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But let's again, let's just say maybe it's 15, 16%.
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And then the venture funds, there's a lot of questions as to like, well, how much of that is paper marks versus actual DPI that I'm going to get?
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So that gap now goes from 400 basis points to maybe it's 100 basis points.
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Maybe it's equal.
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Well, now people say to themselves, do I need to lock myself up with the illiquidity, but I could get the same return without that illiquidity.
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But also...
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when was the best time to buy Nvidia stock?
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Pretty much any time in the history of Nvidia, right?
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Like every time you thought it was overvalued, it went up more.
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And so there's this element of what is the time horizon that you're looking at?
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If you're trying to buy a stock today and wonder what it's going to be in six months, like I have no clue.
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I don't know what to tell you.
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But what I can tell you is that there are certain companies, both in the public and private market, that if you allocate to, they have a structural advantage.
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There's some sort of moat.
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