Will Fed Rate Cuts & AI Send Bitcoin Flying? | Jordi Visser
The Pomp Podcast
Intro
This chapter delves into Bitcoin's current landscape, focusing on how macroeconomic factors, such as Federal Reserve rate cuts, influence investor sentiment and market volatility. It also addresses government commentary on Bitcoin, inflation data reactions, and the overall bullish outlook for the cryptocurrency amidst economic shifts.
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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