The Pomp Podcast #1550 Jordi Visser | If You Miss This Bitcoin Run, Don’t Say You Weren’t Told
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May 17, 2025 
Jordi Visser, a macro investor with over 30 years on Wall Street, shares his insights on the shifting economic landscape. He discusses the surprising resurgence of the stock market and how AI is reshaping traditional business models. Visser explores Bitcoin's growing institutional adoption amidst economic changes and emphasizes the importance of adapting investment strategies. He also addresses the polarization of inflation perceptions and the evolving dynamics between retail and institutional investors, offering a fresh take on navigating financial complexities.
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Bitcoin Community's Skeptical Edge
- Bitcoin holders have an advantage of skepticism due to social media and past oppression.
- They are less likely to believe traditional data, helping them make better long-term investment decisions.
Reject Polarized Economic Data
- Ignore polarized, politically skewed economic data like inflation expectations.
- Develop your own understanding rather than relying on biased surveys or consensus.
AI Empowers Startups Over Giants
- The AI revolution enables startups to outpace incumbents due to less friction and faster product adoption.
- Big companies struggle to adapt quickly because of their size and cultural inertia.