Anthony Pompliano joins Phil Rosen to discuss specific stock picks for the Iran conflict and tariff refunds, how agentic AI agents can supercharge investment research, and how technology is reshaping Wall Street.
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Timestamps:
0:00 - AI agents analyzing markets
0:54 – 3 stocks for tariff refunds + oil shock
4:40 – Layoff and stock rally narrative is wrong
8:40 – Public & Generated Assets
9:47 – AI agents debating each other
10:42 – What AI means for writers, analysts
11:54 – Insider selling confirms market rotation
15:18 – AI research and moats
16:34 – ProCapInsights.com
Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.
#podcast #investing #markets #macro #stocks #bitcoin #fed
