From the Desk of Anthony Pompliano Quantitative Tightening Is Over! We Can MOON Now
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Dec 5, 2025 
Jonathan Swanson, CEO of Athena, shares insights on leveraging international remote assistants to enhance productivity. He argues for the importance of focusing on high-value tasks and outlines common roles outsourced abroad. Jeff Park, Chief Investment Officer at ProCap Financial, discusses the end of quantitative tightening and its implications for market recovery and Bitcoin’s potential surge. The conversation touches on Apple's leadership challenges and the evolving relationship between AI and human support in the workplace.
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Fed's New Continuous-Intervention Regime
- The Fed ending QT signals a new era of monetary policy with the Fed acting as a continuous backstop rather than a rare lender of last resort.
- Jeff Park argues this regime mutes liquidity shocks and supports higher asset prices over the next few years.
QT End Implies Bullish Asset Outlook
- Anthony Pompliano connects QT ending to the return of QE and a bullish outlook for asset prices.
- He expects markets and risk assets to trend higher over the next two to three years.
Apple Talent Exodus And Market Reaction
- Anthony narrates recent executive departures at Apple and market speculation about Tim Cook's future.
- He notes Apple is still up 15% year-to-date despite the turmoil and shouldn't be written off.