EPISODE · Feb 9, 2026 · 8 MIN
Rate CUTS And Money PRINTING Are Coming! Own These Assets
from From the Desk of Anthony Pompliano · host Anthony Pompliano
For the first time under Trump, the Fed and the Treasury are moving in the same direction. Incoming Fed Chair Kevin Warsh looks set to follow the playbook already laid out by Scott Bessent: low interest rates and an economy run red hot. The question now isn’t if this regime is coming, but whether your portfolio is prepared for it? In today’s episode, I break down what this shift means and what you should own heading into this new era.0:00 Intro0:36 Scott Bessent and Kevin Warsh are signaling their moves2:56 Record tax refunds will hit the economy soon4:32 Once-in-a-generation opportunity says Jenson Huang 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
What this episode covers
For the first time under Trump, the Fed and the Treasury are moving in the same direction. Incoming Fed Chair Kevin Warsh looks set to follow the playbook already laid out by Scott Bessent: low interest rates and an economy run red hot. The question now isn’t if this regime is coming, but whether your portfolio is prepared for it? In today’s episode, I break down what this shift means and what you should own heading into this new era.0:00 Intro0:36 Scott Bessent and Kevin Warsh are signaling their moves2:56 Record tax refunds will hit the economy soon4:32 Once-in-a-generation opportunity says Jenson Huang 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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Rate CUTS And Money PRINTING Are Coming! Own These Assets
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