Will Fed Rate Cuts & AI Send Bitcoin Flying? | Jordi Visser
The Pomp Podcast
Gold Revaluation and Economic Strategies
This chapter explores the potential revaluation of gold as a response to global financial challenges, emphasizing its implications for the U.S. economy and the dollar. It also delves into the significance of semiconductor production and investments in energy, highlighting trends in market strategies amid anticipated federal rate cuts.
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 about the idea of US buying more bitcoin, what’s going on with the CPI & PPI, the idea of revaluing gold, how AI is accelerating everything, and how to evaluate your portfolio.
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TimeStamps:
- 0:00 - Intro
- 1:39 - What is going with US buying bitcoin?
- 3:55 - How to evaluate inflation data
- 9:25- Should we expect asset prices to keep going higher?
- 21:25 - Impact of AI accelerating
- 35:15 - The idea of revaluing gold
- 40:41 - Government is taking a stake in Intel?
- 44:50 - Where Jordi sees investing opportunities
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