From the Desk of Anthony Pompliano Why Trump’s 25% GDP Claim Is NOT As Absurd As It Sounds
Dec 15, 2025
Jordy Visser, an investor and market commentator, joins David Sachs, a tech and policy adviser, to explore the surprising plausibility of a 20-25% GDP growth claim. They discuss how rising debt could temporarily inflate GDP, while AI's role in job loss may be overstated. Visser and Pompliano highlight a transition to a software-first economy, emphasizing the rapid scalability of new AI businesses. They also critique the inefficiencies of LA public schools, shedding light on systemic challenges amid economic shifts.
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Trump's Bold GDP Target Could Be Plausible
- Anthony Pompliano argues 20–25% GDP growth sounds crazy but may be possible with different policy choices.
- He frames it as a realistic bullish path rather than a guaranteed outcome.
Debt-Fueled Growth Explains Rapid GDP Gains
- Michael Arout's point: consuming more debt can boost reported GDP growth in the short run.
- Pompliano notes the U.S. debt-to-GDP rose from ~55% in 2000 to ~125% in 2024, enabling growth via leverage.
Policy Recipe To Boost GDP Quickly
- Ease monetary policy, promote AI-driven innovation, and aggressively deregulate to accelerate GDP growth.
- Accept trade-offs and longer-term costs if your priority is faster near-term expansion.