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The Pomp Podcast

#1500 Jordi Visser | Why Bitcoin CRASHED After Trump Strategic Reserve News

Mar 8, 2025
Jordi Visser, a macro investor with over 30 years on Wall Street, shares his insights on the current economic landscape. He dives into the impact of tariffs on asset prices and how they're shaking up investor sentiment. The conversation reveals the mixed reactions to Bitcoin's new strategic reserve and what it means for the future of digital assets. Visser also discusses the intersection of AI and infrastructure, highlighting challenges in technology adoption amidst evolving market dynamics.
52:23

Episode guests

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Quick takeaways

  • Tariff policies are causing negative sentiment among investors, contributing to market volatility and uncertainty within economic forecasts.
  • The administration's focus on Main Street over Wall Street raises skepticism about the effectiveness of tariffs amid complex economic conditions.

Deep dives

Understanding Market Reactions to Tariffs

The discussion highlights the negative sentiment surrounding current tariff policies and their impact on asset prices. Many hedge fund managers believe there is a high probability that tariffs will remain in place, leading to increased market volatility. This approach aims to reflect the pain point within the administration's economic policies, as assets depreciate and the market searches for stability. The conversation suggests that the administration's serious approach to tariffs may ultimately result in deeper market corrections as participants grapple with uncertainty in economic forecasts.

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