Ad break

Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and produces deep-dive investing videos on YouTube. In this episode, we unpack the latest market pullback — why prices are dropping, why investor fear has spiked, and whether this is the start of a bear market or simply a healthy correction. We also break down asset performance, where Jordi sees opportunity, and the signals that could mark a reversal — plus a quick look at Bitcoin’s volatility and what it means for long-term investors.

======================

Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (https://www.figuremarkets.co/pomp), allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto’s potential today at Figure! https://www.figuremarkets.co/pomp Disclosures: Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply.

======================

Bitizenship helps Bitcoin-forward investors gain EU residency and a path to Portuguese citizenship in five years while maintaining exposure to Bitcoin. Their regulated fund qualifies you for the Golden Visa through an operating company focused on Bitcoin-native innovation. Book a free strategy call at https://bitizenship.com/pomp.

======================

As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public’s products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.

======================

Timestamps:

• 0:00 – Intro

• 1:48 – Why is fear spiking? What’s driving the sell-off?

• 5:51 – Expectations vs. reality + seasonality trend

• 10:25 – Nvidia beats… so why did markets still sell off?

• 14:16 – Is Bitcoin’s 30–35% drawdown normal?

• 19:18 – Why this sell-off feels different

• 24:42 – Fed December rate cut, jobs data, & midterms

• 30:28 – What signals would mark a real market reversal?

• 34:06 – AI, leverage, and private credit

• 38:38 – Innovation drives the market long-term

• 45:20 – Thanksgiving break announcement