From the Desk of Anthony Pompliano Rate CUTS And Money PRINTING Are Coming! Own These Assets
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Feb 9, 2026 
Jensen Huang, NVIDIA co-founder and CEO known for building AI hardware, speaks about a generational AI infrastructure build-out. He explains AI's inflection point and why compute limits matter. Short takes cover hyperscaler spending and how more compute multiplies revenues and productivity.
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Fed And Treasury Coordinating To Cut Rates
- Kevin Warsh and Scott Bessent are coordinating policy to push rates much lower and run the economy hot.
- Anthony Pompliano argues this alignment makes substantial rate cuts and money printing highly likely in 2026.
Alternative Inflation Metrics Are Far Below Fed Target
- Truflation shows consumer price growth near 0.68%, far below the Fed's 2% target.
- Pompliano and Alberto Bernal suggest official CPI should fall substantially, forcing bigger-than-expected Fed cuts.
Protect Portfolios With Hard Assets
- Do hold hard assets like Bitcoin and gold to protect portfolios from monetary easing and printing.
- Anthony Pompliano warns deflation risk is high but monetary stimulus will favor tangible stores of value.