From the Desk of Anthony Pompliano Markets Are READY TO RIP After Rate Cut And China Deal
Oct 30, 2025
The recent Fed rate cut has cleared the way for markets to soar. With progress on the U.S.-China trade deal, analysts are optimistic about capital inflows. Discussion heats up around OpenAI's potential to reach a $1 trillion IPO valuation amidst its financial challenges. Additionally, insights from Palantir's CEO highlight how AI might position America as a leader in innovation. All these factors point towards an exciting new chapter in investment opportunities.
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Episode notes
Clarity Clears The Market For Takeoff
- Clarity on rates and trade reduces market uncertainty and frees capital to move.
- Lower rates plus eased China tensions create runway for asset prices to rise.
Fed Cuts Lower Cost Of Capital
- The Fed cut rates 25 basis points and flagged upside inflation risk but downside employment risk.
- Cheaper capital should incentivize corporate R&D and push asset prices higher.
Powell Says AI Firms Aren't Dot-Coms
- Jerome Powell argued AI firms differ from dot-coms because many have earnings and business models.
- Investment in data centers and AI is a clear source of economic growth, though consumer spending remains larger.