Anthony Pompliano
speaker
18,922 appearances
74 recordings
2 series
first heard Nov 2025
last heard 2d ago
Anthony Pompliano’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 74 in all, peaking in Feb 2026 with 15.
Appearances
So like how do you guys think about the the ability to drill down into specificity?
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versus maybe more like macro themes or like industry themes.
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It does feel like take a shortage, right?
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Um, in many industries, when there is a shortage, people are incentivized to come in and bring in capital investment and solve the shortage.
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That is the whole point of the price going up, is this economic incentive.
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Um, and so if that is going to continue, there's almost this idea of you all have to kind of predict or or think about like what is the next shortage or what is the next area.
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But maybe also just you're big enough and you have enough resources and the firm has.
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enough insights and and intelligence where you're just like, okay, why don't we just go and build products for the whole value chain.
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And then as the like, you know, kind of micro trends or rotations happen, we can serve everything.
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We don't have to constantly be trying to like play catch up to this, right?
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I I would assume that last strategy is much better when you've got the resources to do it.
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Actually, don't know the answer uh to this, which is um everything you're describing, all of the different tickers and strategies are very much um either rules based, uh kind of passive.
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Um, hey, we want to give you exposure and we've constructed a portfolio, but there's not somebody at BlackRock like sitting there being like, Today I think we should sell and tomorrow I think we should buy.
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You know, and kind of more actively managing.
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Do you guys have a a family of active management that are in some of these industries or are most
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of like the AI and crypto stuff just more kind of passive in nature.
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Yeah, it it's fascinating to me um how good you guys are at also the naming and the um uh the tickers, like B A I, pretty good.
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Uh power, P what do you say?
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Right You
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Well, I also am assuming that there's a whole game of like who gets what ticker and how do you jockey for, you know, getting them and and some horse trading probably going on between firms or whatever.
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