The Pomp Podcast How Fed Rate Cuts Affect Bitcoin, AI & The Market | Jordi Visser
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Dec 13, 2025 
Join macro investor Jordi Visser, with over 30 years on Wall Street, as he delves into the recent Fed rate cuts and their implications on Bitcoin and public equities. He discusses market reactions and his bullish outlook on Bitcoin and Ethereum. Visser also examines the AI landscape, highlighting software limits and the need for hardware advancements. He emphasizes emerging investment opportunities and predicts timelines for AI breakthroughs, alongside a cautionary note on potential market corrections.
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Fed Took A Dovish, Labor-Focused Stance
- The Fed's press conference was the most dovish since 2021 and emphasized labor weakness over inflation.
- The Fed also restarted bill purchases (~$40B) to ease funding stress and provide liquidity to markets.
Rotate Toward Cyclicals And Commodities
- Position toward cyclical, pro-inflation assets like small caps, transports, and commodities next year.
- Expect growth/hyperscalers to underperform while PMIs and reflation trades lift cyclicals.
Software's Limits Force A Hardware Wave
- The economy is hitting the physical limits of software and now requires significant hardware build-out.
- Semiconductors, power and real-world systems will be the bottlenecks for the next phase of AI adoption.
