The Three-Headed Deflation Monster: Tariffs, AI, and Robotics

The Three-Headed Deflation Monster: Tariffs, AI, and Robotics

From The Pomp Letter by Anthony Pompliano

February 2, 2026 · 6 min

About this episode

The episode discusses the emerging deflationary forces in the US economy and the challenges in recognizing them.

Today’s Letter is brought to you by Arch Public ! Unlock unparalleled returns with Arch Public’s algorithmic trading tools. Our Bitcoin Algorithm Arbitrage Strategy has delivered an astounding 247% annual return over the past three years. The entries, and exits speak for themselves; precision that drives success. Trusted by more than 15,000 customers and industry leaders, we’ve partnered with Gemini, Kraken, Coinbase and Robinhood to bring you cutting-edge solutions. Whether you’re a seasoned investor or just starting, our proven strategies maximize your potential. Join the ranks of those who trust Arch Public to navigate the markets with confidence. Talk to us today and discover why our expertise sets us apart. To investors, There is a national crisis unfolding in the US economy, but it isn’t the type of crisis you got used to over the last few years. Rather than the persistent risk of high inflation driven by out of control government spending, the economy is being swallowed by an expansive deflationary force. This new risk is dangerous because it requires humans to update their mental models to be able to identify, understand, and mitigate it. And we know humans are horrible…

People in this episode

Host: Anthony Pompliano

Topics covered

  • deflation
  • economy
  • tariffs
  • AI
  • robotics
  • investing

Keywords

  • deflation
  • tariffs
  • AI
  • robotics
  • investing
  • economy
  • Arch Public

Sponsors

Arch Public

Mentioned in this episode

Organizations: Gemini, Kraken, Coinbase, Robinhood

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