Chief Economist: Inflation Has Peaked — Here's What Happens To Bitcoin Next | Stephanie Roth

The Pomp Podcast

Anthony Pompliano

Investing, Business

4.6 • 2K Ratings

🗓️ 15 July 2026

⏱️ 46 minutes

🔗️ Recording | Apple Podcasts | RSS

🧾️ Download transcript

Summary

Stephanie Roth is the Chief Economist at Wolfe Research. In this conversation, we break down whether inflation has peaked, why tariffs, AI chip shortages, and the Iran war are driving short-term prices, and why consumers feel poor despite a resilient economy. We also cover trust in government data, incoming Fed chair Kevin Warsh, the 2026 IPO wave, and the bitcoin and gold debasement trade.

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0:00 - Intro
1:03 - Has inflation peaked? Tariffs, AI & energy price drivers
5:14 - Why consumers feel poor despite a strong economy
7:43 - Can you trust government economic data?
13:54 - Housing affordability & why NYC rent hit an all-time high
17:43 - Return to office, commutes & worker productivity
21:37 - Kevin Warsh takes over the Fed — what's changed?
30:57 - Could the Fed cut rates to influence the 2026 election?
35:42 - The mega IPO wave & the AI bubble question
41:32 - What happened to the bitcoin & gold debasement trade?
43:00 - What keeps a chief economist up at night?

Transcript

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0:19.0	Subject to availability.
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0:27.3	That's a whopping £30,000 saving. So there's no better time for a check-up to make sure your boilers fit and strong.
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0:50.2	There was real concern that AI was going to take over the labour force and we were going to get a big rise in the unemployment rate.
0:57.0	And it didn't pan out that way.
0:58.2	And I don't think it necessarily will.
0:59.6	I think the way it will pan out is people will gradually become more productive.
1:04.2	Perhaps some job openings won't get filled because, you know, they realize AI can maybe do some of that work.
1:10.1	And then new jobs will be created
1:11.9	as a result. And it will just result in overall a better, better economy, better labor force,
1:17.4	one where it's more productive. Unit labor costs come down or sort of the cost associated
1:21.9	with production. And that's where you get, you know, further disinflationary trends.
	...

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