From the Desk of Anthony Pompliano

David Sacks, a renowned entrepreneur and investor, shares insights on why the 'buy the dip' strategy has been outperforming Wall Street's conventional methods. He highlights the current economic optimism, citing falling inflation and rising wages as catalysts for growth. Sacks also dives into the innovative use of AI in sectors like parking automation and the rapid expansion of Opendoor, showcasing how technology is reshaping productivity and market dynamics. His perspectives challenge traditional investing narratives and emphasize retail investor strategies.

The latest CPI report reveals surprisingly low inflation figures, challenging media narratives. Anthony emphasizes the importance of investors aligning with actual data rather than political sentiment. He also discusses declining costs in shelter, oil, and labor contributing to disinflation. Additionally, Coinbase is positioned to become a financial super app, merging crypto and traditional finance. Lastly, veterans are getting a $1,776 check called the 'warrior dividend,' raising questions about its funding.

Scott Kapoor, a tech executive leading the U.S. government's tech force initiative, passionately discusses the urgent need to modernize outdated federal systems with cutting-edge software and AI. He emphasizes the importance of recruiting early-career talent to drive efficiency and innovation within government. The conversation also touches on the potential for a year-end 'Santa rally' in the markets, attributed to improving sentiment and liquidity conditions, despite some grim job reports. Will fresh talent truly transform government technology?

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.

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