The Pomp Podcast #1462 Jordi Visser | Bitcoin Is The King Says Hedge Fund Manager
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Jan 2, 2025 
Jordi Visser, a macro investor with over 30 years of experience, dives into the shifting landscape of finance and investment. He argues that Bitcoin and AI are redefining traditional investment strategies, advocating for a new perspective on assets. Visser highlights the generational shift towards digital currencies and the implications of inflation on investment choices. He also discusses the potential for Bitcoin to surpass traditional assets like gold, and how technological advancements influence both the economy and future investment trends.
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Linear vs. Exponential
- Traditional investors struggle to adapt to the exponential change of the digital world.
- They cling to linear thinking and outdated data, failing to grasp the potential of Bitcoin and AI.
2008 Inflection Point
- The 2008 financial crisis marked an inflection point, changing how governments and central banks respond to economic downturns.
- This shift, combined with the rise of the internet and mobile technology, created an environment ripe for exponential growth.
Value Accrual in the Digital Age
- Rapid innovation makes it difficult to determine where value will accrue long-term.
- Jordi Visser believes Bitcoin is the bank of the digital economy, offering a stable store of value amidst rapid change.