From the Desk of Anthony Pompliano The BEST ASSETS To Own When The Economy Is Run Red Hot
Jan 20, 2026
Scott Bessent predicts almost double-digit GDP growth, outlining an aggressive economic plan. The discussion includes why owning stocks, private tech, Bitcoin, gold, and commodities is crucial in a booming economy. The intriguing debate around the US acquisition of Greenland highlights its strategic importance. Lastly, the NYSE's launch of a 24/7 tokenized-assets platform signals a significant shift in market dynamics, blending traditional finance with the burgeoning world of digital assets.
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Running The Economy Hot Is Intentional
- The administration plans to 'run the economy hot' targeting 7–8% nominal GDP growth this year.
- Anthony Pompliano sees this as a clear signal that asset owners will benefit disproportionately from such policy.
Position For Asset Outperformance
- Own real assets like stocks, Bitcoin, gold, silver, and copper if nominal GDP is driven high and the dollar is debased.
- These assets should outperform in a hot-growth, low-inflation regime according to Pompliano.
AI Could Deliver Deflation Amid Growth
- AI-driven deflation could lower many consumer prices while asset prices rise.
- Pompliano calls this the 'holy grail': high GDP growth without high inflation benefiting both consumers and investors.