EPISODE · Feb 16, 2026 · 11 MIN
The World's Best Investors See A Major Risk For US Economy
from From the Desk of Anthony Pompliano · host Anthony Pompliano
Deflation, not inflation, is the biggest risk to the US economy. AI and automation are driving costs down faster than policymakers can adjust, and that shift changes how growth, profits, and markets behave. But don't just take my word for it, listen to some of the best investors in the world. I recently asked many of them to weigh in on how deflation plays out from here.0:00 Intro0:33 Jordi Visser on the risks of deflation 4:53 Mike Novogratz on the political ramifications of deflation 7:01 Lyn Alden on how deflation affects the supply of money9:15 Cathie Wood on why deflation could be GOOD for certain assetsWatch On YouTube: https://youtu.be/7OjpviciLYUPomp 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
Deflation, not inflation, is the biggest risk to the US economy. AI and automation are driving costs down faster than policymakers can adjust, and that shift changes how growth, profits, and markets behave. But don't just take my word for it, listen to some of the best investors in the world. I recently asked many of them to weigh in on how deflation plays out from here.0:00 Intro0:33 Jordi Visser on the risks of deflation 4:53 Mike Novogratz on the political ramifications of deflation 7:01 Lyn Alden on how deflation affects the supply of money9:15 Cathie Wood on why deflation could be GOOD for certain assetsWatch On YouTube: https://youtu.be/7OjpviciLYUPomp 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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The World's Best Investors See A Major Risk For US Economy
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