Inflation Is Rising, Stocks Keep Rallying — How Long Can This Last? episode artwork

EPISODE · May 14, 2026 · 9 MIN

Inflation Is Rising, Stocks Keep Rallying — How Long Can This Last?

from From the Desk of Anthony Pompliano · host Anthony Pompliano

Inflation is heating up, and unless this Iran war ends, it could get worse. But despite this, stocks keep setting new all-time highs on an almost daily basis. What gives? On today’s episode, we break down this dichotomy that has investors winning, but everyday Americans losing. 0:00 Inflation is running red hot1:16 Iran is key to taming inflation4:03 Financial markets are shaking off inflation to set new highs5:39 Stock valuations are still cheap today compared to the Internet "bubble"6:51 Has inflation peaked?8:15 What does the Fed does in this situation?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 is heating up, and unless this Iran war ends, it could get worse. But despite this, stocks keep setting new all-time highs on an almost daily basis. What gives? On today’s episode, we break down this dichotomy that has investors winning, but everyday Americans losing. 0:00 Inflation is running red hot1:16 Iran is key to taming inflation4:03 Financial markets are shaking off inflation to set new highs5:39 Stock valuations are still cheap today compared to the Internet "bubble"6:51 Has inflation peaked?8:15 What does the Fed does in this situation?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 Rising, Stocks Keep Rallying — How Long Can This Last?

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This episode was published on May 14, 2026.

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Inflation is heating up, and unless this Iran war ends, it could get worse. But despite this, stocks keep setting new all-time highs on an almost daily basis. What gives? On today’s episode, we break down this dichotomy that has investors winning,...

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