The Pomp Podcast #1542 Jordi Visser | Bitcoin Could DOUBLE In Price This Year?!
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May 3, 2025 
Jordi Visser, a macro investor with over 30 years on Wall Street, dives into the intriguing world of Bitcoin and economic dynamics. He predicts Bitcoin's potential to double in price this year, discussing the rise of Bitcoin ETFs and their market impact. Visser also explores the resilience of the job market, the relationship between immigration and job growth, and how Bitcoin is reshaping capital structures. His insights connect Bitcoin to traditional assets like gold, making for a fascinating discussion for both investors and crypto enthusiasts.
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Jordi's Gambling-Informed Investing
- Jordi Visser shares how his father's gambling skills taught him to analyze odds and find value beyond obvious winners.
- This skill helps him assess market probabilities rather than just identifying expected winners.
Recession Odds Are Low
- The economy shows strong signs against recession: no significant job losses and robust CapEx spending.
- Positive corporate earnings and ongoing consumption support growth despite negative market sentiment.
Market Strength Despite Bearish Sentiment
- Despite widespread negativity, major indices and assets have delivered double-digit returns.
- Market sentiment remains bearish even with clear evidence of market strength.