From the Desk of Anthony Pompliano America Is Entering a DEFLATIONARY Boom, NOT Inflationary
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Dec 8, 2025 Jordan Visser, an insightful investor and macro commentator, dives into the transformative wave of deflation driven by innovation, not recession. He and the host explore how AI and robotics can enhance productivity and reduce costs, even amid growth. Visser highlights Elon Musk's predictions about a three-year timeline for significant deflation, as well as the demographic and policy factors that could shape demand. They also discuss the interplay between technology and the economy, shedding light on potential risks for investors and small businesses.
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Productivity-Driven Deflationary Boom
- AI and robotics are driving massive productivity gains that can lower prices while boosting output.
- Anthony Pompliano calls this a deflationary boom where supply expands faster than demand.
Elon’s Three-Year Deflation Forecast
- Elon Musk predicts AI and robotics will cause deflation once output growth outpaces money supply growth.
- He estimates this could happen in about three years if productivity accelerates enough.
Demand Headwinds Amplify Deflation Risk
- Demographics and policy shifts can suppress demand and shrink labor supply, reinforcing deflationary pressure.
- Pompliano warns the mix could create a deflationary shock if not balanced by supply-side gains.