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.

Appearances

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

They have momentum. matched

All these things that are working to their advantage, and therefore it is likely to deliver the outside's return. matched

And you see this in the stock market, right? matched

What's the best day to buy stocks in the stock market at all-time highs? matched

If you look out over three, six months, a year and five years, buying at the day of an all-time high delivers outsized performance against any other day of the stock market. matched

Why is that? matched

Well, momentum begets momentum, right? matched

Returns beget returns. matched

And so you get this kind of power law. matched

Go back to where we started the conversation. matched

5% of the idea is delivered 95% of the value. matched

The same idea of momentum begets momentum in investing sounds a heck of a lot like in science, right? matched

Things in motion stay in motion. matched

How is it that science and investing, it's the same thing, right? matched

So again, it's these things that you can go and you can find and say to yourself, wait a second, if it cuts across industries or disciplines, that's more likely to be in the 5% bucket and I should spend more time on that. matched

I want things that people don't like, right? matched

Right now, I've got a lot of exposure to physical AI and robotics, but I have it in both public and private markets. matched

And I think that if you look at that space, there is still a lot of questions about the ability to combine these different fields together. matched

And so if you go and you look at maybe something like OpenAI, Anthropic, you know, go through all the model companies. matched

I'm an investor in Replit, Micro One, Lovable, like all these software companies in the AI space. matched

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