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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 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 Intro
0:34 Rate cuts are on the way
4:57 Interview with Ali Ansari about jobs that AI has ADDED, not taken away
Listen to From the Desk of Anthony Pompliano on:
Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503
Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D
Pomp 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.com
Join 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
By Anthony PomplianoThe 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 Intro
0:34 Rate cuts are on the way
4:57 Interview with Ali Ansari about jobs that AI has ADDED, not taken away
Listen to From the Desk of Anthony Pompliano on:
Apple Podcasts: https://podcasts.apple.com/us/podcast/from-the-desk-of-anthony-pompliano/id1819778503
Spotify: https://open.spotify.com/show/1THAGnR1Xt1WDUn1CCTh1D
Pomp 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.com
Join 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