Anthony Pompliano

And so if we need energy to flow through the strait, whether that's calorific in the terms of fertilizer to make food, or it's just raw hydrocarbons, LNG, oil,

That's what we need.

And if there's inflation in that, then that causes inflation in the entire economy.

And so then you're sitting here as a central banker, well, do I cut rates?

Do I raise rates?

No.

What do I do, right?

And so you're sitting and you have both in different pockets of the economy.

I know there's a lot of – I read a lot of this stuff, like geopolitical analysts and the macro people who dissect the different speeches of the Fed governors.

Yeah, exactly.

And I'm like, it doesn't fucking matter, right?

At the end of the day, the Federal Reserve is an arm of the U.S.

government.

And they're going to do whatever the U.S.

government needs to have done so that the U.S.

government can afford to pay its bills.

And so to me, that means, you know, if there's a deflationary ticking time bomb that is AI and they need to print a bunch of money to save the banking system, they're going to print a bunch of money to save the banking system.

And then they'll trot out a bunch of Ivy League economists to make up some bullshit as to why they needed to do what they were to do anyways.

If Trump decides that he's going to send Iran to the Stone Age and initiate World War III for real, and they need to print, what do you say, $1.5 trillion for the new Department of War budget, guess what the Fed's gonna do?

It's gonna cut rates and print money to make sure that the Trump administration can afford what they wanna do.