Anthony Pompliano

All right, guys.

Jordan and I are both traveling, but we are not going to miss a single week to bring you guys all of his thoughts.

Jordan, I thought a great place to start the conversation is the Fed decision this week.

They obviously decided to pause on the interest rate cuts.

I probably disagree, but I don't know how you think about this.

What do you think about the Fed decision?

Now, when you look at the Fed making this decision, it's very complex.

There's a lot of inputs that they're obviously paying attention to.

And one of the things that I think I am probably more sensitive to, yes, inflation is one key component, but it does feel like they don't get to make a decision on a day-to-day basis.

And the speed at which this is all moving is very different than maybe you would expect in a normal economy.

And so to me, there's a bigger risk of them falling behind or kind of getting behind the curve.

Do you worry about that at all?

uh because of this and i think that's going to be a focal point for the fed they're making decisions based on data today and not focusing on five years from now now there's rumors about who's going to be the next fed chairman we've obviously seen um has it we've seen uh you know various people kind of put up the latest one is rick reader do you take anything away from that rumor being floated do you think that trump is kind of testing the messaging what's kind of your takeaway

I think the biggest hurdle to getting Rick Reader to be the Fed chairman is you're going to have to get him put on a tie rather than have two buttons undone and looking like he's ready to take on the world.

So we'll see how that goes.

You wrote this piece about time and Bitcoin this past week, which I thought was really good.

Maybe explain a little bit about your thesis here.

Well, what I thought was interesting is Nick Zaba, who's obviously been a very famous cryptographer and engineer and now a big Bitcoiner for a number of years.

He was talking about the fact that Bitcoin had peaked in gold terms.

And so he was looking at it more from that may be the cycle to pay attention to, not the Bitcoin denominated in dollars.