From the Desk of Anthony Pompliano

Scott Bessent predicts almost double-digit GDP growth, outlining an aggressive economic plan. The discussion includes why owning stocks, private tech, Bitcoin, gold, and commodities is crucial in a booming economy. The intriguing debate around the US acquisition of Greenland highlights its strategic importance. Lastly, the NYSE's launch of a 24/7 tokenized-assets platform signals a significant shift in market dynamics, blending traditional finance with the burgeoning world of digital assets.

Friend of the show, Ryan Detrick, is back to tell us how he's seeing financial markets in 2026. His big outlook: the market has more room to run. Ryan lays out why he's bullish on the global markets right now!Listen 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

Inflation this, inflation that. It's all we hear Jerome Powell and the media worry about. But here's the thing: a deflationary wave (prices coming down) is much more likely to occur than the opposite. We have multiple deflationary forces at play right now, including AI and robotics. This has the potential to catch a lot of people offside. Let's talk about what most investors and even the Fed is overlooking. 0:00 Intro0:36 Deflation is more likely than inflation5:55 AI is booming the economy7:12 Apple partners with Google on AI11:07 How and why GDP will accelerate Listen 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

Metals are seeing unprecedented highs, with gold reaching a new peak. The resurgence is fueled by a mix of lost faith in fiat and rising industrial demand, particularly for copper and nickel. There's a compelling discussion on how personal inflation might diverge from official measures, challenging common perceptions. AI's rapid development also comes into play, hinting at a future where specialized models could lead to advanced capabilities. This conversation highlights the ongoing metals mania and its implications for investors.

The Department of Justice is investigating Jerome Powell on whether he mislead Congress on the costs for renovating the Federal Reserve building, which will run taxpayers a whopping $3 billion. No charges have been filed, but it's another chapter in the escalating Trump-Powell rivalry. On today's episode, I'll get into the specifics of the accusations and tell you who loses most when The Fed chair and President duke it out like this.0:00 Intro0:38 DOJ investigating Jerome Powell 5:04 My thoughts on Fed building renovation costs9:16 Trump wants to cap credit card rates at 10%12:14 What does it mean to "run the economy hot" and is that good?Listen 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

The discussion dives into the U.S. geopolitical interests in Venezuela, Greenland, and beyond. Curious revelations suggest that Venezuela may have converted looted assets into Bitcoin, prompting debates about crypto control. The potential market implications of regime change are highlighted, showcasing rising stocks and oil services post-Maduro. Statistically underpinned arguments compare capitalism and socialism, showcasing the advantages capitalism has provided in places like Poland. Entrepreneurial spirit emerges as the key to prosperity, as value creation is championed.

The podcast dives into the dramatic U.S. operation to capture Nicolás Maduro and the strategic reasons behind it, highlighting Venezuela's vast oil reserves. It discusses the importance of preventing adversaries like China and Russia from gaining influence in the region. Investment implications are explored, including potential impacts on oil prices and opportunities in reconstruction. Bitcoin's underperformance in 2025 is analyzed, yet its outlook for 2026 remains bright. The future of humanoid robots in factories is also examined, showcasing their impact on productivity and job dynamics.

David Sacks, a renowned entrepreneur and investor, shares insights on why the 'buy the dip' strategy has been outperforming Wall Street's conventional methods. He highlights the current economic optimism, citing falling inflation and rising wages as catalysts for growth. Sacks also dives into the innovative use of AI in sectors like parking automation and the rapid expansion of Opendoor, showcasing how technology is reshaping productivity and market dynamics. His perspectives challenge traditional investing narratives and emphasize retail investor strategies.

The latest CPI report reveals surprisingly low inflation figures, challenging media narratives. Anthony emphasizes the importance of investors aligning with actual data rather than political sentiment. He also discusses declining costs in shelter, oil, and labor contributing to disinflation. Additionally, Coinbase is positioned to become a financial super app, merging crypto and traditional finance. Lastly, veterans are getting a $1,776 check called the 'warrior dividend,' raising questions about its funding.

Scott Kapoor, a tech executive leading the U.S. government's tech force initiative, passionately discusses the urgent need to modernize outdated federal systems with cutting-edge software and AI. He emphasizes the importance of recruiting early-career talent to drive efficiency and innovation within government. The conversation also touches on the potential for a year-end 'Santa rally' in the markets, attributed to improving sentiment and liquidity conditions, despite some grim job reports. Will fresh talent truly transform government technology?