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

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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.

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INSIGHT

Market's Temper Tantrum

The market is freaking out, potentially overreacting to tariff uncertainties and broader economic concerns.
Investors are pricing in a higher probability of tariffs remaining, seeking the administration's pain point.

INSIGHT

Tariffs and Main Street vs. Wall Street

The administration's focus is on Main Street, even if it means Wall Street pain.
Jordi Visser believes tariffs might have unintended consequences due to global interconnectedness.

INSIGHT

Trump 2.0 Tariff Playbook?

Current market behavior mirrors the 2018 tariff-driven sell-off, followed by a rally.
However, higher debt-to-GDP and market capitalization make the current situation riskier.

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Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we talk about what is going on with tariffs, how it’s impacting the economy, how to think about the bitcoin strategic reserve, and what investors are currently thinking about.

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Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

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