From the Desk of Anthony Pompliano

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.

There's a heated divide within the Federal Reserve over impending rate cuts, with some advocating for aggressive action while others fear inflation consequences. A critique of the Fed's post-2008 policies reveals the economic toll taken over the years. A provocative proposal updates the poverty line to a staggering $140,000, highlighting affordability challenges. Meanwhile, Bitcoin investors are on edge as recent price drops prompt questions about market sentiment and whether a bottom is near.

Markets are experiencing a major sell-off, prompting fears of a crash. The discussion dives into historical patterns following similar downturns, revealing surprising insights. Elon Musk’s bold claim that AI could solve poverty takes center stage, alongside an analysis of Bitcoin's unprecedented drop in market confidence. With seasonal trends suggesting potential rebounds, experts weigh in on whether this is a temporary correction or a sign of a deeper market issue. Insights on volatility and timing add depth to the ongoing economic narrative.

Phil Rosen, co-founder and editor-in-chief of Opening Bell Daily, dives into the financial landscape, challenging the prevailing bubble narrative in AI. He presents compelling data showing why the current market is stronger than many believe, highlighting Berkshire Hathaway's recent investment in Google as a significant indicator. Discussing NVIDIA’s impressive growth, he emphasizes its crucial role in the AI sector and contrasts today’s tech valuations with the dot-com era, shedding light on the K-shaped consumer trend and Bitcoin's recent performance.

Joseph Wang, Principal at FedGuy.com and author of Central Banking 101, dives deep into the chaos created by Jerome Powell and the Federal Reserve. He explains the mixed signals investors are receiving and the internal debates within the Fed, exploring hawkish vs. dovish perspectives on unemployment and inflation. Wang shares insights on the impact of current interest rates and how the Fed's reliance on data has shifted post-pandemic. Plus, he discusses his bullish view on gold amidst rising sovereign deficits and the implications of AI on labor markets.

Bitcoin's sudden drop of 30% has sparked intrigue, especially as it threatens to end 2025 in negative territory. Key charts reveal the dynamics behind this sharp correction and the trends in global liquidity. The conversation also highlights the waning AI narrative impacting tech valuations, as heavyweights express concerns about the U.S. maintaining its competitive edge against China. Pompliano emphasizes Bitcoin's historic volatility and resilience while dissecting the macroeconomic pressures fueling uncertainty.