From the Desk of Anthony Pompliano Upcoming Rate Cuts Will Send Stocks, Assets MUCH HIGHER From Here
Feb 11, 2026
Ali Ansari, founder and CEO of Micro One who builds expert-created structured data for AI, talks about building large expert data pipelines and the rise of AI trainer roles. Short takes on why structured human data beats raw web data. Describes new high-paying tasks like lawyers producing benchmark datasets. Forecasts big labor shifts as millions move into creating and vetting training data.
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Policy Push For Large Rate Cuts
- Political pressure and policy shifts (tariffs, tax cuts, weaker dollar) are aligning to push interest rates lower.
- Pompliano suggests incoming Fed leadership will implement big rate cuts to avoid deflationary spirals and reduce the deficit burden.
Hold Assets Not Cash
- Hold assets rather than cash because expected Fed rate cuts and dollar weakness will push asset prices higher.
- Focus on stores of value like Bitcoin and gold for long-term protection against devaluation.
Structured Data Beats Internet-Scale Noise
- AI models trained on unstructured internet data lack domain-specific quality for high-value tasks.
- Ali Ansari says structured human data from vetted experts is required to make models useful in specialized fields.