Anthony Pompliano

And like I said, I think the earliest that can be is the middle of May.

It's probably out towards September.

So I just want to be cautious, but those are the places I'm going.

In Bitcoin, I want to start buying at that exact point.

No, I don't.

I don't think people should be thinking all time highs in stocks this year.

So last year when you asked me the question, I think we both said yes.

I did.

And last year was awesome.

Last year was good.

I don't think people like me as much when I'm negative, but I'm not negative.

There's a bull market in hardware.

There's a bull market in commodities.

When those things are in a bull market, scarcity is a tough thing to trade.

Shortages are not easy.

They go up a lot and then they come down a lot.

You have to have a little bit more comfort with the volatility as opposed to owning software names or owning the Mag7 or whatever it is.

I think people just need to get comfortable with, it's not a bear market, it's a bull market in some things.

So when you say all-time highs, you're embedding two things.

Is software going back to all-time highs?