The Pomp Podcast Bitcoin Market Just ROTATED This Month - Here's What's Next | Jordi Visser
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Nov 15, 2025 
Jordi Visser, a macro investor with 30+ years on Wall Street, discusses the recent sell-off in asset prices and why it lacks a clear trigger. He shares insights on Bitcoin's lackluster performance and reassures listeners about long-term adoption despite current sentiment. Jordi offers trading strategies for the October-November period, highlights the impact of AI on drug discovery, and predicts capital rotation towards international equities and Bitcoin. He also breaks down the current buyer landscape for Bitcoin.
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Wait For The Fat Pitch
- Sit out trades when the odds aren't clearly in your favor and wait for fat pitches.
- Follow Jordi Visser's father’s horse-racing rule: only bet when spread is materially attractive.
Market Rotation Away From Growth
- The market is rotating away from growth and infrastructure names toward new leaders.
- Late-cycle dynamics and tax-loss selling caused concentrated pain in high-multiple momentum stocks.
Physical Constraints Limit Tech Growth
- CapEx constraints can choke tech buildouts even with huge demand.
- Physical shortages (power, concrete, turbines) can force multiple compression despite strong orders.