The Pomp Podcast
#1523 Jordi Visser | Bitcoin Holds Strong As Stocks CRASH
Apr 5, 2025
Jordi Visser, a macro investor with over 30 years on Wall Street, shares his insights on today’s chaotic market. He discusses the imminent risks of recession and the impact of tariffs on globalization. Notably, Visser highlights Bitcoin's resilience amidst stock market downturns, advocating for its role as a potential safe-haven asset compared to gold. He also contrasts generational views on market volatility, showcasing how younger investors perceive downturns as opportunities. Tune in for strategies to navigate this turbulent financial landscape!
42:38
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Quick takeaways
- Amidst fears of a stock market crash and recession, the job market remains surprisingly strong, indicating potential sustained economic growth.
- Bitcoin's resilience during market downturns emphasizes its rising acceptance as a crucial digital asset for modern investors.
Deep dives
Market Volatility and Economic Predictions
Current market volatility has raised concerns about a potential stock market crash and an increase in recession odds, estimated at around 60%. Observers note that the performance of the S&P 500 is a key indicator, as it correlates with economic expectations; when the index remains unchanged year over year, recession probabilities rise. Analysts believe that reduced earnings linked to economic policies, such as tariffs, are causing significant market shifts. As companies like Apple face increased costs from tariffs on Chinese-produced goods, market reactions reflect widespread anxiety about economic stability.
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