Anthony Pompliano

This economy is leveraged in two ways.

Number one, guys, you've heard about debt to GDP being at 120%.

You've heard that interest expense on that debt is greater than defense.

We were going from zero interest rates in 2022.

If you raise them now, you are raising into already having expense up there.

They raised them high and then they started to bring them back down quickly, not quickly enough for President Trump, but they did do that.

So that's one difference.

Debt to GDP, what Ray Dalio runs around going, this will end badly.

We have that situation.

They cannot raise rates.

Second problem.

They cannot raise rates because equity market cap to GDP is now 220%.

If they fight this down and he knocks the stock market down, that's not gonna work either.

Stock market's higher than it was in 2022 and the economy's weaker.

So you had a lot of cushion with this money supply.

So if they fight this,

They are really taking the leverage of the system.

And oh, by the way, we have a credit cycle, which is in force, which is every day.

There's a new thing, massive redemptions from Blue Allen in the most recent time.

So the point of it was to remember the structural condition in the 1970s.