Anthony Pompliano
speaker
20,017 appearances
78 recordings
2 series
first heard Nov 2025
last heard yesterday
Anthony Pompliano’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 78 in all, peaking in Feb 2026 with 15.
Appearances
But I kind of imagine it's super difficult inside of a a large firm because you're almost bringing together different teams with different expertise and trying to collaborate on these problems.
podcast-host
When you're looking at uh this sector
podcast-host
We obviously see let's take an example of uh uh the DRAM ETF, the best ETF launched in history.
podcast-host
Everyone's all excited about it.
podcast-host
To me, I think I was a little surprised at such a specific, you know, kind of vertical application of ETF into a very small number of companies.
podcast-host
But there's some reasons I think people have unpacked just as kind of market observers of you're giving access and kind of doing these different things.
podcast-host
How fragmented do you think these investment vehicles can get?
podcast-host
Right.
podcast-host
Like memory is one piece, but like if you're gonna be able to go down to almost specific, you know, components, I mean, there could be thousands, right?
podcast-host
Depending on how, you know, okay, well, what about the space?
podcast-host
What about data centers?
podcast-host
What about chips?
podcast-host
What about all of this?
podcast-host
Like within chips, what about liquid cooled chips?
podcast-host
What about, you know, all this stuff?
podcast-host
So like how do you guys think about the the ability to drill down into specificity?
podcast-host
versus maybe more like macro themes or like industry themes.
podcast-host
It does feel like take a shortage, right?
podcast-host
Um, in many industries, when there is a shortage, people are incentivized to come in and bring in capital investment and solve the shortage.
podcast-host
That is the whole point of the price going up, is this economic incentive.
podcast-host
Showing 1561–1580 of 20,017 · page 79 of 1001
← Previous
Next →