Anthony Pompliano
👤 SpeakerAppearances Over Time
Podcast Appearances
No.
No, it's not.
That's a structural change.
It never should have been at levels.
Will financials go up?
Is the private credit situation going to reverse and go back?
No, it's not.
Well, that's a big chunk of the market.
Is Oracle, is Meta?
No, they're not.
So you have to remember that if the market only ends the year down five, which I think is very possible,
there'll be a lot of stocks that are up significantly.
And rather than focus on the index, which is weighted to a world that no longer exists, that is disrupted by AI, you have to focus on this.
Do I think the Brazilian market will be at all-time highs before the end of the year?
Absolutely.
But it's not off the all-time highs by that much.
So that's the way I want people to think about it.
Same thing with silver, same thing with other things like that.
There's better things to ask the question rather than the S&P 500.
I think that's just making a mistake.