Anthony Pompliano

Yeah.

But there's a difference between the market and the sentiment.

So when you say market, you're kind of alluding to the fact that it's investors.

Investors do drive it.

But

for a small amount of time to smart investors.

Because when Liberation Day happened last year, it's easy for us to say that the market went higher and tariffs weren't a big deal.

Initially, what he said were tariffs that were going to be massively more.

So the market reacted to, oh my god, he pulled out that board.

The science fair project.

everyone to be honest was awesome i mean but it was gone within three days yeah so i think the market responded the way it should which is if you're going to take six weeks on this you don't know the market is i would say going the other way right now with oil prices it's saying okay he's going to do the same thing as last year he pulls out this card he doesn't actually mean it

a lot of the things that he said in the speech the other night they don't jive with what's actually happening but the the market is basically saying that we don't think this is my impression market is saying to me even at 110 120 oil we don't think a recession's happening and that's because there are sectors in the market that are doing extremely well the video i'll show this weekend like

transportation stocks oil prices should be knocking off demand the rates for stuff x the fuel costs are still going higher the build out of ai is happening that sent memory chips all this stuff so i have to remember if oil prices stay up here the market is doing what it should do and that's why when i say multiple compression is the story for this year multiple compression means your forecast of the future of the ability for companies to make money

Don't agree with it.

I think that's what a multiple supposed to say is how long is this growth prospect going to go?

I think what it's doing is looking forward and saying we have this temporary thing with oil, but we have this bigger pressure, which is AI is accelerating at such a fast pace that that future keeps coming closer and closer to disruption.

That is the major story.

That's why when we spoke and I said, this is a absolutely a supersonic tsunami.

And I heard you use it with Peter Diamandis on your interview.

It's the right way to look at it.