How Bitcoin Outpaces Stocks in the Next Decade | Jordi Visser
The Pomp Podcast
Exploring Bitcoin's Market Cap and Its Role in the Digital Economy
This chapter explores the potential market cap of Bitcoin in relation to traditional assets like gold and stocks. It emphasizes Bitcoin's unique liquidity, finite supply, and discusses the impact of artificial intelligence on digital investment strategies.
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 talk about the federal reserve, what is going to happen with artificial intelligence, future outlook for stock market, and why interest rate cuts will be so bullish for bitcoin.
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TimeStamps:
- 0:00 - Intro
- 1:56 - Where to find signal in the Federal Reserve
- 10:06 - AI impact on interest rates & jobs
- 17:29 - What does the young generation do?
- 22:51 - Any risks of rate cuts while rising PMI?
- 26:37 - Why is this good for bitcoin?
- 29:08 - How big can bitcoin’s market cap get?
- 33:59 - What will it take for people to sit in 100% bitcoin instead of cash?
- 39:11 - Where does the stock market go from here?
- 44:08 - Market outlook and why bitcoin
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