Why Bitcoin’s Next Big Move Is Closer Than Everyone Thinks
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What is the main topic discussed in this episode?
What's up, everyone? This is Anthony Pompliano.
Is inflation actually a problem that we should be worried about?
Many of you know me as Pomp. You're listening to the Pomp Podcast, which is my effort to find the most interesting people in the world and sit with them for hours while I ask questions in an effort to learn. So it would mean the world to me if you would subscribe to the show on your favorite audio platform, watch episodes on YouTube, and tell your friends and family about the podcast. My goal is to help millions learn from the world's most interesting people.
Where are interest rates ultimately headed?
So let's get into today's episode. Anthony Pompliano runs Pomp Investments. All views of him and the guests on his podcast are solely their opinions and do not reflect the opinions of Pomp Investments.
What does the data show about the affordability crisis?
You should not treat any opinion expressed by Pomp or his guests as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of his personal opinion. This podcast is for informational purposes only. There's a lot of big institutions that might even be behind some of this sell off that want to drive it lower because they want to get in. I think there's huge institutional big money demand to buy Bitcoin. It's just waiting to pounce. And so once that pounce happens, we're going to be at 150. I still think and the last time I was on, I said, I think we'll be at 150 by the end of February. I hate to do it, but facts change. I got to change. I'm going to back it up just a little bit and say, I think we'll be at 150.
What's going on, guys? Today, we got a great conversation with Mel Madison.
How are human nature and incentives impacting financial decisions?
In this conversation, we talk about inflation, interest rates, the Fed and asset prices. He also goes into a historical overview of what's been happening both in the United States, Western Europe, Canada and all around the world. why so many social and political trends are actually affecting asset prices, why things like Bitcoin have become popular, and how young people are beginning to invest more and why they're doing it. This conversation touches on both the financial impact, but also the social impact of so much that's happening in the American economy. I'm excited to bring it to you and hopefully you learn something. Here's my latest conversation with Mel Madison. All right, Mel, I thought a great place to start the conversation.
Everyone is worried about inflation. The Fed's been worried about inflation. That's the big reason why they claim that they haven't been cutting rates more aggressively. We see lots of people who were saying that tariffs were going to be inflationary.
What factors are contributing to the rise of independent investors?
They were wrong. What's your take? Is inflation actually a problem that we should be worried about? Or is this disinflationary or deflationary theme that now you're hearing Elon Musk and other people talk about actually the thing that we should be paying attention to? Yeah, exactly. I mean, I think we've got huge deflationary forces, you know, in effect that have been going on for some time. I think a lot of people are kind of dissing Hassard as if he gets appointed Fed chair, he'll be a puppet of Trump, and he's just talking about lower rates.
What caused the recent bitcoin selloff and what is the 2026 outlook?
But if you listen to what he's saying, and also if you listen to what Scott Besson is saying, Besson has talked about the three I's, immigration, interest rates, and then I forget the third one, but it has to do with energy. So basically with inflation. So energy is the key to inflation. And if you look at where oil is, it is absolutely dirt cheap, even at $60 a barrel. If you go back to 2007 when we reached $150 a barrel, and inflation adjusts that.
Why does mindset matter more than macro factors for individuals?
I mean, oil could go up to $80. It's still dirt cheap. I just filled up my car yesterday. I go to a Harris Teeter here in North Carolina, and my fuel points kick in, and I get like a $0.70 gallon discount. It was $2.10 a gallon to fill up my car. Anytime you go back and you look and you say, when did inflation spike? It spikes with oil. It spikes with energy. You go back to 2022, gas was $5 a gallon post the Ukraine-Russia war starting. Oil spiked to $120 a barrel. That led us off that inflationary spiral.
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Chapters
8 chapters
1
What is the main topic discussed in this episode?
0:02–0:05
2
Is inflation actually a problem that we should be worried about?
0:05–0:28
3
Where are interest rates ultimately headed?
0:28–0:39
4
What does the data show about the affordability crisis?
0:39–1:28
5
How are human nature and incentives impacting financial decisions?
1:28–2:12
6
What factors are contributing to the rise of independent investors?
2:12–2:43
7
What caused the recent bitcoin selloff and what is the 2026 outlook?
2:43–3:17
8
Why does mindset matter more than macro factors for individuals?
3:17–49:18
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