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 why bitcoin is breaking out, how he knew it was going to happen, the next move for bitcoin, stocks, tariffs, and how the world will change with AI. TIMESTAMPS: 0:00 - Intro 0:53 - What is driving bitcoin higher? 9:23 - Will bitcoin drive the stock market higher? 12:34 - Intersection of fiat, AI, & crypto 13:46 - PMI data & China trade deal 17:05 - Shift into high momentum stocks 25:38 - US dollar outlook 28:17 - Will we get a shadow Fed Chairman? 29:59 - Evaluating the economic policies of Trump administration 33:24 - What is going on with tariffs? 36:19 - Is Jordi worried about anything in the market? 41:15 - Grok 4 & Elon Musk 43:37 - Where to follow Jordi This episode is brought to you by Figure, the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers Crypto-Backed Loans, allowing you to borrow against your Bitcoin or Ethereum with 3-month terms and no prepayment penalties. They have the lowest interest rates in the industry at 9.9%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto’s potential today. Visit https://www.figure.com/pomp to apply for a Crypto Backed Loan today! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. Visit figure.com for more information. BitcoinIRA: Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $500 in rewards. Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/ Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pomp NEW Channel: Subscribe for daily 5-minute market breakdowns: http://pompdesk.com/ Listen to The Pomp Podcast on the audio platform of your choice: http://pomppodcast.com Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pompletter.com/ View 10k+ open startup jobs: https://dreamstartupjob.com/ Enroll in my Crypto Academy: https://www.thecryptoacademy.io/ Follow Pomp on social media: Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.din.com/in/anthonypompliano/ #Bitcoin #AnthonyPompliano #Pomp
BITCOIN NEW ALL-TIME HIGH MEANS WE GO HIGHER!
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 why bitcoin is breaking out, how he knew it was going to happen, the next move for bitcoin, stocks, tariffs, and how the world will change with AI. TIMESTAMPS: 0:00 - Intro 0:53 - What is driving bitcoin higher? 9:23 - Will bitcoin drive the stock market higher? 12:34 - Intersection of fiat, AI, & crypto 13:46 - PMI data & China trade deal 17:05 - Shift into high momentum stocks 25:38 - US dollar outlook 28:17 - Will we get a shadow Fed Chairman? 29:59 - Evaluating the economic policies of Trump administration 33:24 - What is going on with tariffs? 36:19 - Is Jordi worried about anything in the market? 41:15 - Grok 4 & Elon Musk 43:37 - Where to follow Jordi This episode is brought to you by Figure, the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers Crypto-Backed Loans, allowing you to borrow against your Bitcoin or Ethereum with 3-month terms and no prepayment penalties. They have the lowest interest rates in the industry at 9.9%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto’s potential today. Visit https://www.figure.com/pomp to apply for a Crypto Backed Loan today! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. Visit figure.com for more information. BitcoinIRA: Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $500 in rewards. Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/ Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pomp NEW Channel: Subscribe for daily 5-minute market breakdowns: http://pompdesk.com/ Listen to The Pomp Podcast on the audio platform of your choice: http://pomppodcast.com Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pompletter.com/ View 10k+ open startup jobs: https://dreamstartupjob.com/ Enroll in my Crypto Academy: https://www.thecryptoacademy.io/ Follow Pomp on social media: Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.din.com/in/anthonypompliano/ #Bitcoin #AnthonyPompliano #Pomp