From the Desk of Anthony Pompliano

Seasonality is starting to line up, sentiment is improving, and the macro backdrop is quietly turning more supportive. Throw in improving liquidity conditions and we have all the makings of the classic "Santa rally" to end 2026 in a big way! I lay out the bull case for a strong market close to the year in this episode!0:00 Intro0:39 Is market sentiment finally flipping positive?3:24 Is a Santa...

Donald Trump recently floated the idea of explosive GDP growth, and most people laughed it off as impossible. But... is it actually? When you step back and really think about it, 20 to 25% GDP growth isn't as crazy as it sounds. In today's episode, we make the (realistic) bull argument for outsized GDP growth.0:00 Intro0:45 Can America's GDP really grow 20-25% a year? It's possible5:05 AI-related...

Jerome Powell didn’t just cut rates — he restarted QE at the TOP of the market. With stocks, home prices, and gold all hovering at all-time highs, the Fed is now adding $40 billion in liquidity every month through Treasury purchases. That’s jet fuel for a market that was already on fire. In this episode, I walk through the Fed's surprising move and how your portfolios will be affected!0:00...

Investors should probably send Jerome Powell a Christmas card this year because he just primed financial markets for up and to the right. At today’s FOMC meeting, Powell cut rates by 25 bps (even though it should have been 50) and then shocked everyone by announcing the Fed will begin buying U.S. Treasuries again. That means fresh liquidity is officially back in the system, and if history is any...

America has spent years obsessing over inflation, but the ground is shifting under our feet — and almost no one sees it. We’re entering a deflationary boom, the kind driven not by recession but by explosive innovation. People like Elon Musk are telling us that AI, robotics, and cheaper energy will push costs down even as growth accelerates. In today’s episode, I get into this surprising dynamic...

The Federal Reserve, at last, ended quantitative tightening (QT) at the start of December. The question now is, when will they start quantitative easing (QE) again? In today’s episode, we discuss the policy shift and why all signs point towards an up market returning sooner rather than later! Listen to From the Desk of Anthony Pompliano on:Apple Podcasts:...

NVIDIA CEO Jensen Huang went on the Joe Rogan podcast yesterday and dropped some massive insights about the ongoing AI race against China. He talked about how AI will create entirely new industries, reshape global competition, and force us to rethink how we actually power all this new technology. In today’s episode, I pull out Jensen’s most important quotes on Rogan and break down what his vision...

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...

The founder of Dell computers, Michael Dell, just made one of the largest philanthropic donations in American history. His $6.25 billion gift will funnel into Invest America, a new national program that will put real money into investment accounts for kids the moment they’re born. This. Is. MASSIVE! Not just for millions of children, but for the future of capitalism in America. We break it all...

The headline numbers coming off Black Friday were huge: record online sales, record transactions, and a ton of spending from higher-income households. But underneath that strength is a very different story. Millions of Americans are still struggling with credit card debt, rising delinquencies, and the brutal reality of higher prices. In this episode, we unpack the two Americas that Black Friday...