From the Desk of Anthony Pompliano Jerome Powell Just Paved The Way For A Market Rally Higher
Oct 29, 2025
Alex Conley, a spinal cord injury patient and early Neuralink implant recipient, shares his groundbreaking experience with brain-computer interfaces that enable him to control a robotic arm. He discusses the potential of Neuralink technology and how it is transforming lives. The conversation also touches on the recent Fed rate cut and its implications for market trends. Additionally, they explore the future of robotics in households and the resistance Boston faces regarding autonomous vehicles, highlighting innovation versus safety concerns.
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Fed Cut Likely Fuels Market Rally
- Jerome Powell's 25 bps cut signals easier financial conditions despite cautious language.
- Anthony Pompliano expects stocks and Bitcoin to rally as the cut was priced in and supports risk assets.
Labor Market Keeps Fed Cautious
- Powell said the labor market isn't showing accelerating weakness and remains a focus.
- Pompliano argues the Fed is behind the curve and needs easier policy to support jobs and cheap capital.
Position For Gains After Fed Cuts
- Do expect higher asset prices after rate cuts when markets are near highs, based on historical precedents.
- Use past Fed-cut episodes as a framework when positioning portfolios for the next 6–12 months.