EPISODE · Feb 4, 2026 · 11 MIN
Why Stocks Could SELL OFF Even If The Economy BOOMS
from From the Desk of Anthony Pompliano · host Anthony Pompliano
If you've watched this show, you know I'm bullish on the US economy. I think GDP growth could be in the double digits like the Trump administration wants. But... here's something to consider: the stock market might not rise alongside the economy. Wait, what? That's right, on today's show, we go over a possibility that few investors are considering.0:00 Intro0:34 GDP up, stock prices down?6:11 AI is eating software8:46 The US dollar is hitting multi-year lowsListen 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
If you've watched this show, you know I'm bullish on the US economy. I think GDP growth could be in the double digits like the Trump administration wants. But... here's something to consider: the stock market might not rise alongside the economy. Wait, what? That's right, on today's show, we go over a possibility that few investors are considering.0:00 Intro0:34 GDP up, stock prices down?6:11 AI is eating software8:46 The US dollar is hitting multi-year lowsListen 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
NOW PLAYING
Why Stocks Could SELL OFF Even If The Economy BOOMS
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m