Upcoming Rate Cuts Will Send Stocks, Assets MUCH HIGHER From Here episode artwork

EPISODE · Feb 11, 2026 · 22 MIN

Upcoming Rate Cuts Will Send Stocks, Assets MUCH HIGHER From Here

from From the Desk of Anthony Pompliano · host Anthony Pompliano

The job market has been shaky for a year now, and the acceleration of AI isn't helping. But unlike previous times, stocks have stayed strong. Why? Because the biggest companies are increasing revenue, while reducing their headcount. This unique situation has forced the Fed's hands: they MUST cut. When they do (likely when Kevin Warsh takes over), asset prices should go soaring. We talk about it all on today's show!0:00 Intro0:34 Rate cuts are on the way4:57 Interview with Ali Ansari about jobs that AI has ADDED, not taken awayListen 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

The job market has been shaky for a year now, and the acceleration of AI isn't helping. But unlike previous times, stocks have stayed strong. Why? Because the biggest companies are increasing revenue, while reducing their headcount. This unique situation has forced the Fed's hands: they MUST cut. When they do (likely when Kevin Warsh takes over), asset prices should go soaring. We talk about it all on today's show!0:00 Intro0:34 Rate cuts are on the way4:57 Interview with Ali Ansari about jobs that AI has ADDED, not taken awayListen 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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Upcoming Rate Cuts Will Send Stocks, Assets MUCH HIGHER From Here

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This episode was published on February 11, 2026.

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The job market has been shaky for a year now, and the acceleration of AI isn't helping. But unlike previous times, stocks have stayed strong. Why? Because the biggest companies are increasing revenue, while reducing their headcount. This unique...

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