The Pomp Podcast Recession Odds, Bitcoin's Future & NYC Mayor Election | Anthony & John Pompliano
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Nov 4, 2025 The hosts tackle whether we're in a recession, with Anthony asserting a booming economy. They dissect sectors thriving versus those in decline, spotlighting tech and AI's growth. The bullish Bitcoin prediction of $200K by Tom Lee gets attention, as they delve into Bitcoin's potential 'IPO moment.' They also explore AI's new bottlenecks, focusing on power and data center constraints. Finally, political themes in the NYC mayoral race are analyzed, contrasting socialism and capitalism, while emphasizing the significance of education and deregulation.
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U.S. Economy Is In A Tech-Driven Boom
- Anthony Pompliano argues the U.S. is not in a recession because many big companies are growing rapidly and markets show expansion.
- He calls the current period a technology-driven boom led by AI, Bitcoin, and robotics that will sustain growth.
Labor Weakness Drives Fed Policy, Not GDP Drop
- Pompliano distinguishes jobs weakness from recession and says the Fed cuts rates because of labor-market concerns, not inflation.
- He warns automation (ChatGPT) is reducing jobs and the policy focus should be job creation and retraining.
Cut Rates Faster To Restore Growth
- Pompliano recommends lowering interest rates to around 2.5–3% to reduce cost of capital and spur investment.
- He urges policymakers to cut rates faster to help homebuyers, businesses, and pension funding recover.
