24 juni 2026
26 min
Mike Zaccardi joins the show today to give us his most up-to-date outlook on the market. We're seeing a big sell-off today, could this be a correction as we brace for midterms? Mike has opinions on that, plus so much more topics!0:00 Introduction0:38 Assessing Kevin Warsh after his first Fed meeting3:50 What are current inflation expectations? 6:47 Why are Mag 7 stocks lagging?12:40 US vs. global investing during the AI race16:28 Precious metals are getting whacked18:47 Recession odds23:25 Outlook for rest of year (big picture takeaway)Listen to From the Desk of Anthony Pompliano on:Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1DPomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews
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From the Desk of Anthony Pompliano
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