The Pomp Podcast

#1582 Jordi Visser | AI Boom & Bitcoin Will Lead To MASSIVE Bull Market

101 snips
Aug 2, 2025
Jordi Visser, a seasoned macro investor and creator of the 'VisserLabs' Substack, delves into the transformative potential of AI and Bitcoin in financial markets. He explains how these technologies could spur a massive bull market while reshaping investment strategies. The conversation touches on the impact of AI in boosting productivity and profitability for companies, the evolving dynamics of monetary policy, and the rise of self-directed investors driving the market forward. Visser also discusses Bitcoin's future and its relationship with traditional finance.
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INSIGHT

Weak Labor Market Signals Fed Cuts

  • The labor market has weakened with hiring freezes and job creation concentrated in travel and healthcare.
  • This supports the expectation of Federal Reserve rate cuts to aid the economy despite job data uncertainty.
INSIGHT

GDP Growth Faces Challenges

  • GDP growth is currently modest and aligns with weaker jobs numbers, averaging about 1.5% yearly.
  • Inflation and supply bottlenecks amid AI-driven data center expansion present challenges for maintaining higher growth.
INSIGHT

Tech Giants Drive Industrial Revival

  • The biggest tech companies beat revenue forecasts by $18 billion amid trade uncertainties.
  • AI-driven cloud growth distorts economic signals and points to an imminent industrial revival fueled by tech firms.
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