From the Desk of Anthony Pompliano Is The Stock Market About To CRASH?!?
Feb 24, 2026
Jordi Visser, commentator on global financial conditions, outlines a deleveraging macro thesis. He discusses liquidity peaking and three simultaneous headwinds pressuring assets. He explores why Bitcoin and gold might rally during a long unwind and tackles tariff uncertainty and AI-driven market narratives.
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Three Forces Creating A Perfect Storm For Assets
- Asset prices are under pressure from three simultaneous forces: deflationary tech/immigration policies, a peak in global liquidity, and AI competition.
- Anthony Pompliano links these to falling consumer prices, a liquidity trough toward 2027, and software disruption hurting valuations.
Jordi Visser's Long Run Deleveraging Story
- Jordi Visser describes a multi-decade deleveraging from $800 trillion toward a ~$120 trillion monetary baseline.
- He frames this as a slow 20–50 year process rather than an overnight collapse, linking deleverage to long-term upside for Bitcoin.
Plan For Tariff Effects Even After The IEPA Ruling
- Expect tariffs to remain an economic and revenue factor despite the IEPA ruling because the administration can use other authorities.
- Anthony Pompliano advises preparing for continued tariff-driven price and investment effects as firms seek refunds and reshoring persists.