The Pomp Podcast #1576 Jordi Visser | Why Bitcoin Just Became the Ultimate Safe Haven
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Jul 19, 2025 
Jordi Visser, a seasoned macro investor with over 30 years on Wall Street, shares his insights into the evolving landscape of Bitcoin and crypto legislation. He examines the impact of inflation and recent economic policies, particularly the surprising deflationary effects of tariffs. The discussion highlights the contrasting views between retail and institutional investors in today's market. Visser also delves into the AI arms race, potential entrepreneurial opportunities, and how technology can empower individuals in a shifting economy.
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Fed Independence Is Ending
- Federal Reserve independence is effectively gone due to fiscal dominance and high debt levels.
- The government prioritizes low interest rates over inflation targets to manage debt servicing costs.
US Leads Crypto Regulation Shift
- The U.S. has set significant financial guardrails for crypto, outpacing global peers.
- Crypto's mainstream presence is growing with legislation and increased participation from retail and institutions.
Tariffs Not Driving Inflation Yet
- Inflation remains subdued despite tariffs as foreign producers absorb costs.
- AI and commodity demands may cause inflation to rise in the next year, but it will be healthy, commodity-driven inflation.