The BEST ASSETS To Own When The Economy Is Run Red Hot

0:00Hello, everyone. Treasury Secretary Scott Besson has revealed his master plan for the US economy. People are up in arms over the Greenland controversy, and the New York Stock Exchange, the big dogs, they just announced a new platform that proves crypto is winning. We're live today from the desk of Anthony Pompliano.

0:27Before we get into today's episode, I need your help. We currently have 42 ,000 subscribers on YouTube, but my goal is 1 million. Hit the subscribe button and let's get into today's show. Now, for our first question, Scott Besson explained the administration's economic policy over the weekend. Do you think it will work? Well, the short answer is, yes, I do think it's going to work. But before we get into why I think it's going to work, let's talk about what exactly he said. Besson was on television and he gave an interview where he said that he believes GDP's nominal growth this year will be 7 to 8 percent.

0:59That is a monster number. Take a listen to what he said here. GDP is going to surprise on the upside. But the important thing is it's going to be non-inflationary, disinflationary growth back to the 90s. And we could have kind of a 7, 8 percent nominal GDP number. Now, the reason why this interview is so interesting, as James Thorne points out, is that Besant lays out with unusual clarity Trump's economic agenda. That includes running the economy hot. That tariffs will become a strategic norm. The economy must be reprivatized, the growth must outrun debt, and the Fed must be overhauled. Each one of those things is a big undertaking, but they're going to do this all together at once.

1:42And the entire idea is to get back to a strong economy, something that is actually able to work for everyone, asset owners and non-asset owners alike. Remember, America is the hottest country in the world right now. Everyone's talking about us. Everyone's trying to figure out what the administration is going to do next. You may not like these economic policies, but they're telling you exactly what's gonna happen. If they say they're gonna run the economy hot, they're gonna run it hot. All you have to do is listen. Again, you may disagree, but that doesn't mean that because you disagree, they're not gonna do it.

2:13And so when I see things like reprivatizing the economy or running it hot, or seeing all of the different technology innovations that they're trying to deregulate around and encourage, that tells me that owning assets like stocks or owning private investments in those technology sectors, that's where alpha is going to be driven. If you're an investor, you've got to ask yourself, what is going to happen if we are debasing the dollar, if we are driving GDP growth to 7%, 8%, 9 % on a nominal basis? Things like Bitcoin, gold, silver, copper, all of that stuff's going to do really well. On top of that, stocks are going to do really well.

2:51And so ultimately, it brings us back to what we have known now for decades. Investors are going to be winning. and at the exact same time in a weird way. Although we won't see the balance sheets of the non-investors growing at a fast pace, the people who don't own assets, they're benefiting because they're seeing gas prices go down, home prices go down, food prices go down. And my guess is that the massive deflationary force coming from AI is going to drive lots and lots of prices down. And so ultimately what you're gonna get is a more affordable society and you're also gonna see asset prices go up.

3:24That's the holy grail is to get GDP growth without high inflation. And if that happens, these guys are going to be studied for decades to come because their economic policies are trying to have a high growth, low inflation outcome. And so far, it looks like that's what they're on track for. For our second question today, Greenland has suddenly become a very controversial topic across the world. What's your take on how the U.S. should play this? Now, first of all, I understand why there's controversy here. Ultimately, I see two different viewpoints that is actually driving so much debate on these topics.

3:57The first is that there is an entire group of globalists. They believe that the United States should be open to sacrificing some parts of its economy, maybe its society, even its national defense. But that sacrifice is done in the pursuit of the greater good. This is the entire argument of the allies that we have and trying to operate on a global scale, being the leader, but also trying to bring along our little brothers and sisters. On top of that, there's the nationalists, and the nationalists believe pretty much the exact opposite. They don't believe that the United States should be sacrificing for the greater good.

4:26Instead, they believe that the United States should be doing the things that are best for the United States. And if that also happens to be good for other countries, then that's great, but that shouldn't be our objective. Instead, they should focus on just doing what's right for the United States. Now, I understand both of these viewpoints, and frankly, at different times, each one of them is right. And that's why there's so much debate around this, is neither one is right 100 % of the time. But ultimately, when we go and we take a look at the people sitting inside the White House, forget my opinion, forget your opinion.

4:54What do they believe? I think that there's this undercurrent of their entire worldview that says that the United States has been sacrificing. We've been sacrificing given the trade deficit. We've been sacrificing from a national defense standpoint, our military budget and the support that we've driven overseas. All of these things that we've done for our allies, the people in the White House believe that it has not been reciprocated, that people are taking advantage of the United States. Again, whether you agree with it or not, that's the belief. And so ultimately that then brings us to Greenland.

5:24This chart right here is probably the thing that one, you've never seen before, but two, really changed my mind about Greenland. You can see here, all of these red dots in Russia, those are places where the ICMB can actually be launched and reach Washington, DC. Now, Greenland, as you can see, is right in between us and Russia on the globe. And so, yes, it is true that the United States has the ability to go do a lot of things in Greenland from a military standpoint without having to own Greenland. That is a fact. At the same time, Greenland has a lot of strategic value for the United States. There's a defense component, but there's also things like critical metals and many other aspects of Greenland that would be very attractive to the United States.

6:01And so ultimately, the globalists and the nationalists are going to yell and scream at each other, and they're going to try to figure out what to do here. My guess is that ultimately the United States will end up buying Greenland. The reason is because finally the rest of the world is gonna get tired of dealing with the United States. They're gonna get tired of the constant pressure to negotiate. They're gonna get tired of the constant threats of new tariffs. And as we can see here in these charts from public, that all the talk of Greenland, all the talk of new tariffs that's leading to the stock market lower.

6:30And so the United States is ultimately gonna have to figure out how much of this is a bluff and how much of this is reality. My guess is that actually the US, they do want Greenland. I think it has strategic value. And this isn't a new idea. Truman, FDR, and many other people in the past have talked about why Greenland should potentially be part of the United States. But now we've got somebody who's a real estate developer, who's sitting in the White House doing deals. That's what his entire career has been about. And there may not be a bigger real estate deal than buying Greenland. My guess is that the United States is going to end up either buying Greenland or having a much, much bigger presence there.

7:07And this is right in with Elbridge Colby's entire worldview. A lot of people don't know who Elbridge is, but he's the undersecretary of war for policy. He's somebody that I've interviewed before. And what he talks about is this entire idea of strengthening the West, of trying to figure out China as our largest adversary, our principal threat, how should we deal with them? He believes the United States should shift its military resources to Asia to prevent Chinese takeover of Taiwan. And he also believes in hardening the Western hemisphere and making sure that China, they stay over there. and they leave us alone.

7:41For our third question today, the New York Stock Exchange announced a new tokenization platform. Is this a sign that Wall Street is capitulating? I find this announcement very interesting. So let's first talk about what exactly they announced. The New York Stock Exchange announced a new platform. They are not evolving their old platform. They are going to leave the legacy platform that serves the traditional stock market. That is gonna keep running. It's gonna keep being very profitable. And really it's going to continue to drive value for the New York Stock Exchange. But simultaneous to that, they are building a new platform.

8:10That new platform is going to allow for the 24 seven trading of tokenized assets. Some of those assets will be old assets. Some of them will be native to the digital world. And you're going to be able to fund this 24 seven trading platform with stable coins. And so what the New York Stock Exchange is basically doing is they're saying, we're going to keep one foot in the old world. We're going to put one foot in the new world. The reason why I find that so fascinating is usually there would be a lot of risk associated with doing this. But ICE, the owner of the New York Stock Exchange, they already operate a bunch of different exchanges.

8:38They're used to having a lot of different irons in the fire. But the other thing that I find interesting is that the New York Stock Exchange and ICE are basically following the exact plan that they already told us they were going to do. Remember, ICE made a$2 billion investment in Polymarket. When they did it, they talked about prediction markets, but they also talked about the Polymarket team being a very big segue into the tokenized world and decentralized finance. And so now it appears that the New York Stock Exchange is going all in. They are essentially going to say the innovator's dilemma, which normally would require a company to choose between their legacy business and a new business.

9:11That doesn't apply here because the way they're going to solve that dilemma is to keep their existing business running, not change anything there. But they're going to build a net new platform and they're going to leverage all of their resources, their knowledge, their team and their distribution. And they are going to try to be the winner of the decentralized finance and tokenized stocks. Now, I personally believe that the stock market is going to move to 24-7 trading. It's a no brainer. It's 2026, Let's get into modern times. But I also believe that there is going to be this bifurcated world for much longer than people believe.

9:41There's a ton of people on Wall Street. They don't care about digital assets. They don't care about tokenization. They don't care about stable coins. They got a good thing going and they don't want to disrupt it. And so they're going to keep rocking and rolling on the New York Stock Exchange, on NASDAQ and other exchanges. But I also believe that there's a ton of net new people and market participants who they don't care about the legacy world. They want to participate with digital assets, stable coins and 24 seven trading. And so as you get that bifurcation in the behavior of investors, you now have two different trading venues.

10:10And the beauty is that the New York Stock Exchange is gonna own both of them. And so in my eyes, the New York Stock Exchange, they don't care where the world actually evolves to. What they care about is that they've got a winning bet on both sides. If we stay in the legacy system and digital assets are all complete nonsense, well, the New York Stock Exchange is gonna do great. But if all of a sudden digital assets become all the rage and the legacy system starts to fall away, the New York Stock Exchange is going to be perfectly positioned to benefit there as well. And so ultimately, the innovator's dilemma was smacking these major exchanges right in the face.

10:42And the New York Stock Exchange said, don't worry, we're going to solve this. We already were able to navigate the rise of the internet, of mobile, of cloud, and many other technology shifts. Digital assets, just another piece of technology that's come onto the scene. The New York Stock Exchange and ICE, they understand that crypto is infiltrated to Wall Street, but they're not going to sit around and just allow all of these new people to take their business away. They're ready to embrace the technology and actually benefit from it. That's it for today's show. Thank you guys so much for watching.

11:10Please remember to subscribe on YouTube and I'll see you guys live tomorrow from the desk of Anthony Pompliano.