Episode Details
| Title | The Overton Window Is Shifting | Anthony Pompliano |
|---|---|
| Date | 3/10/2025 |
| Podcast | Empire ↗ |
Key Insights
Bullish:
- 🟢 $TARIFFS - Implementing tariffs can lead to lower prices and increased domestic production in the long run, as demonstrated by the washing machine and steel industries.
- “If you go and you take a look at, washer machines, washer machines, saw when the tariff got on a rise in price within eighteen months. So by the end of twenty nineteen, we actually saw washer machines were cheaper than before the tariffs were put on.” - Anthony (22:21)
- “We put the tariffs on, guess what happens? We stop importing as much. Immediately, US steel production spikes, prices fall. And so within eighteen months, US steel is now cheaper than it was before the tariff.” - Anthony (47:34)
- 🟢 $TSMC - 🔒
- 🟢 $AI - 🔒
- 🟢 $SELFINVEST - 🔒