About this episode
Every great investor has one big idea. Warren Buffett bought value. Carl Icahn used activism. Masayoshi Son bet big on early tech. I’ve got mine too — and it’s the core thesis driving everything I do for the next 40 years. In this episode, I break down the biggest investment idea I’m betting will outperform for decades, and how I’m positioning around it. 0:00 Intro 0:32 The biggest ideas of Buffet, Icahan, Masayoshi, and Cohen 1:50 Revealing my big investment idea 3:34 The US is back in the uranium game 6:31 The lie of "if I would've bought Bitcoin in 2010..." 7:57 Special clip from Tucker Carlson's interview with Richard Warner about central banking Listen to From the Desk of Anthony Pompliano on: Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503 Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D Pomp 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.com Join 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