The Pomp Podcast Fed Capitulates: What This Means For Bitcoin, Stocks & More | Jordi Visser
105 snips
Sep 20, 2025 
Jordi Visser, a macro investor with over 30 years on Wall Street, dives into the changes reshaping financial markets. He discusses the implications of recent interest rate cuts and the rise of retail investing. Visser highlights the surge in Oracle's AI orders and the resulting global compute demands. He explores how AI could democratize healthcare and knowledge, while also addressing the hardware needs fueling this tech revolution. The conversation touches on Bitcoin's trustless appeal amid these macro shifts.
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Fed Cuts Spark A Stock Chase
- Jordi argues Fed rate cuts signal a chase into equities and historically help stocks a year later.
- He warns trading every Fed tea leaf is dangerous amid expirations and market noise.
AI Is Creating A K-Shaped Economy
- Jordi says AI is the dominant macro driver creating a K-shaped economy of winners and losers.
- He links AI-driven productivity gains to widening labor-market divergence and investor sentiment splits.
Mine Retail For Early Ideas
- Use retail sentiment and active traders as idea sources, then validate with your own homework.
- Prioritize where odds are changing rather than who originally proposed an idea.
