The Pomp Podcast #1511 Jordi Visser | Is A Recession Coming Soon?!
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Mar 22, 2025 
Jordi Visser, a macro investor with over 30 years on Wall Street, shares valuable insights into current market conditions. He discusses the impact of the Fed's interest rate decisions and the cautious sentiment in the stock market. The conversation also explores the evolving role of AI in startups and the tech sector, including NVIDIA's influence on market momentum. Visser raises concerns about the validity of traditional economic data in today's digital economy, urging investors to adapt their strategies amidst economic uncertainty.
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Fed Uncertainty
- The Federal Reserve's decision to hold interest rates steady reflects uncertainty about current economic policies.
- This uncertainty is underscored by their lowered growth projections and increased inflation forecasts.
Investor Hesitancy
- Investors are hesitant due to market volatility and uncertainty surrounding April 2nd tariffs.
- This hesitancy is reflected in lower investment balances and a focus on market recovery above the 200-day moving average.
Tesla's Complex Story
- Tesla's stock performance is influenced by both broad market trends and the polarization surrounding Elon Musk.
- The company's value is tied to its future in robotics and AI, not just its current car sales.