Anthony Pompliano

But on the metals, I see a lot of people talking about, man, I missed gold, silver, copper, platinum, but now I'm scared to buy in because I think it's the top.

How do you think about assets that are on these kind of very significant runs and, you know,

investing, not investing, picking a top, realizing it's going to keep running.

You just mentioned silver could go up three or four more times.

Just talk through a little bit as to if you're an investor thinking about these assets that are already in a bull market, how to maybe evaluate it.

All right, let's talk about software.

You mentioned earlier, it is much easier to create software.

I see people on a daily basis posting online, emailing me.

I even see some people inside of our companies who are building products that can do things that entire businesses can do, whether it is CRMs or sync with my Gmail and my calendar, or maybe it's a document signature type platform, et cetera.

We see software companies going down, and my guess is that those things are connected.

If it's easier to build software, then software companies now have some questions from investors.

What is your analysis of why the sell-off is so severe?

And is this a temporary thing, or is there a structural change that's happening in the market?

Now, people have been listening to you and I do this now for a number of weeks, maybe even months.

They may have some of these positions that you've been talking about, whether it's thematically or individual names.

And there's a lot of people who I talk with who those positions have run.

And some of them didn't even come from, you know, you and I talking.

They have Iron or they have Micron or, you know, whatever.

And one of the things that I've been talking with them about is how do you think about

selling, trimming, risk mitigating, et cetera, on something where you bought it, it ran up a lot, and now you're sitting on a fairly material position.