The Pomp Podcast

Recession Is Cancelled: Why Bitcoin & Stocks Will Explode | Jordi Visser

144 snips
Sep 13, 2025
Guest
Jordi Visser
Jordi Visser, a seasoned macro investor with over 30 years on Wall Street, shares insights on why the recession narrative may be off base. He discusses the soaring performance of Oracle and the implications of AI on market dynamics. Visser highlights the rise of retail investors, the shifting job landscape due to automation, and how these factors could influence investment strategies. With a focus on Bitcoin and Ethereum, he predicts a promising outlook for cryptocurrencies as traditional finance increasingly embraces digital assets.
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INSIGHT

AI Demand Outweighs CPI Nitpicking

  • AI infrastructure demand dwarfs small inflation percentage debates and drives market moves.
  • Oracle's massive orders show real economic change that economists fixated on CPI miss for investing decisions.
INSIGHT

Oracle's Orders Are A Macro Signal

  • Oracle reported roughly $300B of increased orders in a quarter, comparable to quarterly U.S. nominal GDP growth.
  • That signals demand shock for AI infrastructure and signals supply constraints and capex needs.
INSIGHT

Recession Is Politically And Technically Unlikely

  • A traditional recession driven by mass job losses is unlikely because policy and finance structures prevent large credit unwind.
  • The economy can slow, but AI-driven productivity may let GDP grow without proportional hiring.
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