The Pomp Podcast #1567 Jordi Visser | Why Bitcoin & Stocks Are At All-Time Highs
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Jun 28, 2025 
Jordi Visser, a seasoned macro investor with 30 years on Wall Street and creator of 'VisserLabs', dives into the current financial landscape. He discusses the eye-opening all-time highs of Bitcoin and stocks, attributing them to AI's influence and shifting investor behaviors. Visser explores the government's pressure on the Fed to lower interest rates and the distinct financial mindset of the younger generation, revealing a growing acceptance of socialist ideals. Their search for stability in a volatile world brings Bitcoin into focus as a potential cornerstone of future finance.
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AI Drives Market Highs
- AI acceleration is the primary driver of recent all-time highs in stocks, bitcoin, and gold.
- Investors face challenges buying rapidly appreciating AI-related stocks and seek laggards instead.
AI vs. Recession Signals
- Economic indicators show recession risks, but AI drives profit growth and market strength.
- MAG-7 stocks account for 55% of earnings growth, highlighting a divide in economic forces.
Expand AI Investment Focus
- Investors should watch emerging AI segments beyond initial leaders like NVIDIA.
- Expect broader market participation as AI transitions from memorization to digital reasoning agents.
