Explained: Donald Trump vs Jerome Powell

Watch on YouTube ↗  |  January 13, 2026 at 22:00  |  38:58  |  Anthony Pompliano
Speakers

Summary

Anthony Pompliano and John Pompliano discuss the escalating political and legal pressure on Jerome Powell, including the DOJ investigation and whether he misled Congress. They debate Fed independence, falling inflation data, and the case for rate cuts. John lays out a bullish macro view on stocks, Bitcoin, metals, and real estate, and criticizes the NYC token launch as a speculative misfire.

  • Jerome Powell faces a DOJ investigation and political scrutiny over Fed independence.
  • John questions whether Powell misled Congress and argues the Fed has never been truly independent.
  • Inflation data (CPI 2.7%, core 2.6%, Trueflation 1.7%) supports the case for rate cuts.
  • John believes AI and automation are deflationary forces that will push rates lower.
  • He forecasts continued upside for stocks, Bitcoin, gold, nickel, copper, silver, and real estate.
  • Bitcoin is framed as long-term purchasing power protection, and John says he owns more than at start of 2025.
  • The NYC token launch is criticized as a speculative rug-pull that Eric Adams likely did not understand.
  • The conversation also touches on younger investors, global macro stability, and crypto market sentiment.
Ideas
John Pompliano 21:41
Stocks, metals, real estate keep rising
John argues that with inflation falling (CPI 2.7%, core 2.6%, Trueflation 1.7%), rate cuts needed to spur activity, AI as a tailwind, and Powell's exit not stopping the train, stocks, gold, nickel, copper, silver, and real estate should keep going up.
SPY GLD NICKEL COPPER SILVER XLRE HIGH
John Pompliano 24:35
Bitcoin protects purchasing power long-term
John views Bitcoin as the most disciplined monetary policy and a long-term protector of purchasing power, noting he owns more BTC today than at the start of 2025 and hopes to end 2026 with more, despite less chaos-hedge demand and younger investors seeing less asymmetry.
BTC HIGH
John Pompliano 34:42
Avoid NYC token speculation
John argues that Eric Adams likely did not understand crypto or liquidity and that the NYC token was a speculative launch that rugged; he advises investors to remember the pain and avoid gambling on such tokens.
NYC token HIGH
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This Anthony Pompliano video, published January 13, 2026, features John Pompliano discussing SPY, GLD, NICKEL, COPPER, SILVER, XLRE, BTC, NYC token. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: John Pompliano  · Tickers: SPY, GLD, NICKEL, COPPER, SILVER, XLRE, BTC, NYC token