Anthony Pompliano
👤 SpeakerAppearances Over Time
Podcast Appearances
This will inspire some people to use it.
And I've talked about this in Boston.
So I've had a unique experience over the last year.
Some of the people that watch this show have made money investing in some of the names that I've talked about.
And whether it's Micron.
Micron came up a lot.
Whether it was Salesforce being short Salesforce.com versus long Chevron.
All of these things.
I talked a lot last year about you have to have energy in your portfolio because it is replacing bonds as this, because eventually if there's something that happens, it'll be on the inflation side because we are running out of power.
The only reason I bring it up, I realized something this week because on my paywall, I put out a new spotlight name out of one of the thematic baskets.
And the next day there was an announcement where someone made an investment in the company.
The next day.
Now, this has happened to multiple times.
And what I started to realize was I spend so much time taking public transcripts of let's just take an example of someone who speaks all the time.
Jensen Yuan.
That guy speaks, I mean, five times a week.
If you take all his transcripts, you put them into a folder, which I do, and then you have co-work go in.
And you basically say, what should I invest in based on what he has said, on everything he has said?
You know what these guys do?
They actually tell you what to buy.