Inflation Is NOT The Biggest Risk To Markets, DEFLATION Is episode artwork

EPISODE · Jan 14, 2026 · 15 MIN

Inflation Is NOT The Biggest Risk To Markets, DEFLATION Is

from From the Desk of Anthony Pompliano · host Anthony Pompliano

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

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

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Inflation Is NOT The Biggest Risk To Markets, DEFLATION Is

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This episode was published on January 14, 2026.

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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...

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