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To investors,
There is a vibe shift underway in America. Entrepreneurs and investors are stepping up to the plate to help solve some of our most critical problems. They are pouring trillions of dollars into various industries with one macro goal: ensure the United States continues to lead on the global stage.
We saw two major announcements yesterday that further solidify the vibe shift.
First, Jamie Dimon and JP Morgan committed to investing $1.5 trillion into 27 different industries they deem critical to the success of the country. These investments will happen over a 10 year timeframe and the industries include supply chain, defense, aerospace, energy, manufacturing, and frontier technologies.
One goal is to increase energy independence and resilience, which can be done by investing in everything from the grid to battery storage. Another goal is to accelerate America’s position in disruptive technologies like AI, cybersecurity, and quantum.
Obviously these are notable goals and critical industries, but just how will the financial institution deploy this money? They say it will be through direct equity and venture capital investments.
That is exactly how it should be done in my opinion. Capitalism works because of the economic incentive for various market participants to come together and solve a problem. Jamie Dimon was quoted as saying “we’ve always worked with the government. That’s always been true my whole life, my own career. This is not philanthropy. This is 100% commercial.”
It is hard to argue with that logic. There is a supply/demand imbalance in these critical industries, so the people who step up and provide solutions will be economically rewarded.
The second example we got yesterday of the vibe shift came from Anduril, the leading next-generation defense company. They announced EagleEye, a new family of warfighter augmentations that place mission command & AI directly into the warfighter’s helmet.
This is something right out of science fiction.
Imagine a world where our ground troops have the capabilities of a computer, including computer vision, artificial intelligence, and machine learning, embedded into their helmets and the outputs available via a digital screen in their eyewear.
This is going to become a reality in the near future. The only conclusion I can come to is America’s military is about to become more lethal and more effective.
In a world where peace is obtained through strength, as we just saw with the peace deal in the Middle East, it is good for American citizens to have the most capable military possible.
When you combine the massive investments from JP Morgan and the technology advancements of Anduril, you can easily see what is happening in our country.
Risk-takers are investing time, energy, and money towards solving difficult problems. The right people have stoped complaining and they are now focused on competing globally. We have to win in AI, energy, defense, manufacturing, quantum, and every other industrial or frontier technology.
It is good for investors. It is good for businesses. And it is good for our country.
Game on!
Hope everyone has a great day. I’ll talk to you tomorrow.
- Anthony Pompliano
Founder & CEO, Professional Capital Management
Is Bitcoin The Only Safe Haven Now?
Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos.
In this conversation, we discuss whether there’s a bubble forming and where Jordi stands — bullish or bearish, we dive into the AI trade, the supply and demand imbalance driving energy and infrastructure, the growing “debasement trade” as institutions allocate to Bitcoin and gold, we explore capitalism vs. socialism, humanoid robots, and the macro forces shaping the markets today.
Enjoy!
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