The Pomp Podcast

How Bitcoin Outpaces Stocks in the Next Decade | Jordi Visser

119 snips
Aug 30, 2025
Guest
Jordi Visser
Jordi Visser, a seasoned macro investor with over 30 years on Wall Street, discusses the shifting investment landscape. He argues that Bitcoin could outperform stocks in the next decade, especially as interest rates drop. The conversation dives into the Federal Reserve's challenges and the impact of AI on youth employment. Visser elaborates on Bitcoin's unique liquidity and finite supply, positioning it as a crucial diversifier for investors. He also explores the evolving dynamics between cryptocurrency and traditional assets.
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INSIGHT

Focus On Market Pricing Not Fed Drama

  • Market pricing matters more than Fed theater when positioning trades.
  • Expect rate cuts to be the dominant outcome unless something dramatic changes.
INSIGHT

AI Worsens Youth Job Prospects

  • AI is accelerating inequality and harming younger, entry-level workers.
  • That dynamic pushes policy makers toward lower rates to preserve social stability.
ANECDOTE

Sons Of Iraq Example On Youth Jobs

  • Visser recounts the Iraq 'sons of Iraq' program as a youth employment lesson.
  • He argues giving young people roles prevented unrest and created community pride.
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