From the Desk of Anthony Pompliano

The Fed's surprising restart of quantitative easing is sending shockwaves through the market. With $40 billion in monthly Treasury purchases, it's like jet fuel for already soaring asset prices. Anthony dives into the implications for investors as deflationary forces clash with monetary policy. He also highlights potential winners and losers from this strategy, and discusses the surge in tax refunds expected by 2026, which could boost household spending. Plus, he tackles the tough housing crisis and argues for deregulation as a solution.

Jerome Powell's latest decisions are priming financial markets for growth, causing a stir among investors. The Fed's new bond purchases and rate cuts signal fresh liquidity, potentially boosting asset values. Despite fears of a 'vibecession', America's GDP continues to soar, driven by AI investments. The show contrasts the booming corporate landscape with the struggles of small businesses. Interestingly, statistics suggest that investing at all-time highs historically yields better outcomes. Gen Z's unique investing trends and the impact of parental cash gifts on homeownership add further intrigue.

Jordan Visser, an insightful investor and macro commentator, dives into the transformative wave of deflation driven by innovation, not recession. He and the host explore how AI and robotics can enhance productivity and reduce costs, even amid growth. Visser highlights Elon Musk's predictions about a three-year timeline for significant deflation, as well as the demographic and policy factors that could shape demand. They also discuss the interplay between technology and the economy, shedding light on potential risks for investors and small businesses.

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.

NVIDIA's CEO Jensen Huang, a trailblazer in GPU hardware and AI infrastructure, shares riveting insights about the current AI race, especially against China. He discusses how AI could revolutionize industries and reshape global competition. Huang argues that supportive energy policies are crucial for this AI boom and suggests that small nuclear reactors might be key to powering the massive demand for AI technologies. His visionary outlook on energy and AI's future creates an engaging dialogue about new possibilities.

Speculation has been swirling all year about who Donald Trump might choose as the next Federal Reserve chair when Jerome Powell’s term ends in early 2026. And this week, he may have dropped his biggest hint yet — Kevin Hassett. If so, investors should start getting excited. In today's episode, we breakdown Hassett's policies, which look favorable to most investors.0:00 Intro0:40 Is Kevin Hassett in-line be the next Fed chairman?2:15 Hassett's policy views explained4:59 SEC is cracking down on levered ETFs7:15 Altcoin crypto ETFs getting love8:43 Google gives us a glimpse into the power of AIListen to From the Desk of Anthony Pompliano on:Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1DPomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: http://pompletter.comJoin 600K+ subscribers on my main channel: https://pompyoutube.com/ Follow Pomp on social media:Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.linkedin.com/in/anthonypompliano/#AnthonyPompliano #FromtheDesk #marketnews

Michael Dell's monumental $6.25 billion gift aims to revolutionize child investment through the Invest America program, setting up accounts for newborns. The initiative could combat dependency and promote economic mobility. Insights on how Elon Musk approaches investing reveal a focus on innovation over portfolio management. A discussion on asset correlation changes highlights recent performance variations among stocks, gold, and Bitcoin, emphasizing the importance of diverse investments in navigating market risks.

Peter St. Onge, an independent economist known for his insights on macroeconomics, joins to dissect the dual narrative of post-Black Friday America. While high-income households enjoy record spending, many others are weighed down by debt and rising prices. They explore the implications of the K-shaped economy, how Fed policies influence asset prices, and the challenges posed by automation. The discussion also touches on inequality, ownership of assets, and controversial ideas like UBI, revealing the complex landscape of today's economy.

Lance Lambert, co-founder and editor-in-chief of ResiClub, dives into the current housing market landscape. Despite signs of easing, he reveals that prices remain stubbornly high for most buyers. They discuss the impact of mortgage rate changes, tech advancements in iBuying, and the regional disparities affecting market dynamics. Lance also shares insights from ResiClub’s analytics terminal, forecasting modest improvements in affordability by 2025, with incomes rising while prices stabilize.

Recent market turmoil may signal a bottoming out, as high volume and sell-off indicators point to a potential rally ahead. Google has joined the $4 trillion club, showcasing the strength of tech giants. Amazon is entering the satellite internet market, taking on SpaceX's Starlink. The discussion emphasizes AI's vast addressable market and the role of government support in tech growth. Experts argue that strong fundamentals and innovative technologists position the sector for long-term prosperity.