The Pomp Podcast: Inflation May Have Peaked, and Bitcoin’s Next Move

Inflation, Fed policy, and AI are reshaping markets fast, and Stephanie Roth explains what that means for Bitcoin, jobs, and the next economic cycle. In this condensed version of The Pomp Podcast, Anthony Pompliano talks with the chief economist about why she now believes AI will create more jobs than it destroys, why recent CPI data suggests inflation has peaked, and why the Federal Reserve is likely to stay highly data-dependent. You’ll also hear her take on rate cuts, core inflation, IPOs, buybacks, the so-called AI bubble, and the fading debasement trade in gold and Bitcoin. Roth argues the U.S. economy remains resilient even as consumers feel pressure from higher prices, while geopolitical uncertainty continues to cloud the outlook. Perfect for anyone tracking macroeconomic trends, Bitcoin, inflation, Federal Reserve policy, and artificial intelligence. Listen now to get the key ideas in minutes.