Anthony Pompliano

He is the head of digital asset research at VanEck, and he's also the portfolio manager of Node, an ETF that's focused on beating Bitcoin with lower volatility.

In this conversation, we do a little around the world.

What's going on in terms of all of the AI, ROIC on CapEx?

what's going on with the Strait of Hormuz and the war in Iran.

And then how's he thinking about investing?

And we go name by name by name of all the things he's excited about, maybe some of the things that he's not excited about.

And my guess is that we're going to talk about multiple things that are in your portfolio or things that you've considered putting in your portfolio.

And so here you go.

Here is one of Wall Street's smartest guys who's going to explain his current views on all these different names.

And he did it all for you.

Here's my latest conversation with Matthew Siegel.

All right, Matt, I thought a great place to start the conversation.

Artificial intelligence stocks and market in general are very, very heavily debated right now.

You were telling me an interesting anecdote that inside of VanEck, you guys basically were like at the buffet.

You were using every single model.

You were trying to automate a bunch of stuff.

Now you're consolidating, and it sounds like maybe you're bullish on stocks but maybe bearish on some of the private companies.

Is that fair?

Where do you stand on the AI CapEx?

What are you doing by hooking Clod up to Excel?