Anthony Pompliano

Well, last year we had the tariff fears at this point.

And I posted something today because we are three weeks post the beginning of this disruption in Iran.

And there is no sign based on the facts, meaning the price is going higher.

There was a major attack on Ras Al Fahan yesterday in Qatar.

It's responsible for over 35% of helium.

Helium is a major component of semiconductors.

Semiconductors are the most owned part.

Most of my portfolio is in semiconductors.

So if all of a sudden you get a change in kind of earnings estimates, you could have a problem.

And this is where I want to just leave people with this.

Last year when the tariffs came out, you and I said everyone was panicking.

I think we have the complete opposite.

This is like a George Costanza do the opposite moment.

Nobody's panicking.

Yet the facts are that we are actually seeing inflation that will filter through.

We will see incredibly high inflation numbers.

And it's not just from gas at the pump.

Oil is in everything.

And I think everyone knows that.

So when you hear people say, well, the U.S.