📍Will Iran collapse your portfolio? Anthony Pompliano joins Navy SEAL and intelligence veteran David Rutherford for a wartime economic briefing — what's really happening with Iran, oil, Bitcoin, and your portfolio right now. Pompliano has been ahead of consensus on tariffs, inflation, and Bitcoin. In this conversation, he breaks down why most people are reading the economy wrong, what "wartime Bitcoin" actually means, and what every serious investor needs to do right now.

00:00 - Preview
00:57 – Bitcoin's evolution: from fringe to wartime asset

06:13 – Iran, the Strait of Hormuz, and the oil price risk

10:24 – The CPI is lying to you — here's the real inflation number

16:51 – Why tariffs AND AI are actually deflationary

22:12 – The $3–4 trillion private credit time bomb

27:47 – The $80 trillion wealth transfer — and how Gen Z is allocating it differently

33:29 – Bitcoin vs. gold: the 40% divergence and what comes next

37:37 – AI is the new Bitcoin — don't miss it again

44:04 – What Trump must do in the next 30 days to stabilize markets

Anthony Pompliano is one of the most widely followed voices in Bitcoin, macro investing, and entrepreneurship. He writes the Pomp Letter newsletter (pompLetter.com) and co-founded CFO Silvia, an AI-powered financial intelligence tool (CFOSilvia.com).

David Rutherford is a former Navy SEAL, CIA-trained operator, and championship performance coach. His show brings elite military and intelligence perspective to the decisions that shape men's lives.

Sponsor: 
Black Rifle Coffee: https://www.blackriflecoffee.com/

🔔 Subscribe — new episodes weekly.

📩 Pomp Newsletter: pompLetter.com

💼 CFO Sylvia AI Tool: CFOSilvia.com 

🎓 Froglogic Institute: davidrutherford.com

📍Will Iran collapse your portfolio? Anthony Pompliano joins Navy SEAL and intelligence veteran David Rutherford for a wartime economic briefing &mdash; what's really happening with Iran, oil, Bitcoin, and your portfolio right now. Pompliano has been ahead of consensus on tariffs, inflation, and Bitcoin. In this conversation, he breaks down why most people are reading the economy wrong, what "wartime Bitcoin" actually means, and what every serious investor needs to do right now. 00:00 - Preview 00:57 &ndash; Bitcoin's evolution: from fringe to wartime asset
06:13 &ndash; Iran, the Strait of Hormuz, and the oil price risk
10:24 &ndash; The CPI is lying to you &mdash; here's the real inflation number
16:51 &ndash; Why tariffs AND AI are actually deflationary
22:12 &ndash; The $3&ndash;4 trillion private credit time bomb
27:47 &ndash; The $80 trillion wealth transfer &mdash; and how Gen Z is allocating it differently
33:29 &ndash; Bitcoin vs. gold: the 40% divergence and what comes next
37:37 &ndash; AI is the new Bitcoin &mdash; don't miss it again
44:04 &ndash; What Trump must do in the next 30 days to stabilize markets Anthony Pompliano is one of the most widely followed voices in Bitcoin, macro investing, and entrepreneurship. He writes the Pomp Letter newsletter (pompLetter.com) and co-founded CFO Silvia, an AI-powered financial intelligence tool (CFOSilvia.com).
David Rutherford is a former Navy SEAL, CIA-trained operator, and championship performance coach. His show brings elite military and intelligence perspective to the decisions that shape men's lives. Sponsor:&nbsp; Black Rifle Coffee: <a href="https://www.blackriflecoffee.com/">https://www.blackriflecoffee.com/</a>
🔔 Subscribe &mdash; new episodes weekly.
📩 Pomp Newsletter: pompLetter.com
💼 CFO Sylvia AI Tool: <a href="https://www.cfosilvia.com/">CFOSilvia.com </a>
🎓 Froglogic Institute: davidrutherford.com

The David Rutherford Show represents the highest form of the emerging new media landscape. As a former Navy SEAL, CIA contractor, and world championship performance coach, David has been exploring the human condition for the past 30 years in his epic quest to understand how individuals and teams can defeat the negative insurgency. In his new show David will give experienced analysis to most pressing topics of our time. His mission is to consolidate the battlefield of information and provide unique context to most important issues of the day. Don’t miss this exciting show and allow David to be your flash bang of truth. 

The David Rutherford Show represents the highest form of the emerging new media landscape. As a former Navy SEAL, CIA contractor, and world championship performance coach, David has been exploring the human condition for the past 30 years in his epic quest to understand how individuals and teams can defeat the negative insurgency. In his new show David will give experienced analysis to most pressing topics of our time. His mission is to consolidate the battlefield of information and provide unique context to most important issues of the day. Don&rsquo;t miss this exciting show and allow David to be your flash bang of truth.&nbsp;

The David Rutherford Show

David Rutherford Show: "Buckle Up!" — Anthony Pompliano On Bitcoin, Oil, and How Iran Could Collapse The Markets

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e34e38d7-9a35-4ac7-a72c-b40f00bf8046/transcript