The Pomp Podcast

In this engaging discussion, veteran macro investor Jordi Visser shares insights from over 30 years in the market. He explores Bitcoin's potential as a scarcity hedge in a world transformed by AI. Visser discusses the impacts of deflation and how asset rotation might favor Bitcoin over tech giants. The conversation touches on the evolving role of humanoid robots, the implications for productivity, and how tokenization can unlock wealth. Lastly, he reflects on monetary policy and its relevance to a rapidly changing economic landscape.

Jeff Park, Partner and CIO at ProCap Financial, dives into the complex relationship between the Federal Reserve and Bitcoin. He shares insights on Fed independence and the implications of Jerome Powell's unexpected video. The discussion touches on the potential BitGo IPO, examining its value in institutional cryptocurrency custody. Jeff highlights Bitcoin’s evolving role as a hedge amid market chaos and reflects on regulatory clarity around digital assets. This engaging chat blends macroeconomic trends with crypto insights for a captivating listen.

The discussion dives into Jerome Powell's controversial handling of inflation and the Federal Reserve's shifting strategies. Listeners learn how AI and automation might be driving down inflation. There's a fascinating exploration of Bitcoin's growing importance amid geopolitical changes. The episode also highlights generational shifts in Bitcoin interest and the NYC token controversy involving Eric Adams. Insights for investors navigating losses and the potential future of monetary policy provide a thought-provoking wrap-up.

Jordi Visser, a seasoned macro investor and author, shares his insights on the intersection of AI and the economy. He discusses how AI is driving productivity, potentially reshaping GDP forecasts, and driving shifts in housing and labor markets. Visser highlights the strategic importance of energy and critical minerals in geopolitical dynamics, particularly in relation to China. He also warns about data center power constraints and hints at the implications for Bitcoin and gold as fiat returns decline. His perspective on the evolving job landscape and the need for curious talent adds depth to the conversation.

In this conversation, Jeff Park, Partner and CIO at ProCap Financial, shares his expertise on Bitcoin's strategic role in global markets. He discusses the implications of major institutions like Morgan Stanley entering the crypto space and how this can reshape capital flows. Jeff highlights the influence of geopolitics and AI on Bitcoin's future, while also exploring the differences between Bitcoin and gold in terms of authenticity and seizure risks. He emphasizes a shift towards quicker recovery from drawdowns, indicating a more resilient market for Bitcoin.

In a thought-provoking discussion, Dave Collum, a Cornell University professor and market commentator, dives into the stock market's inflated valuations, predicting a possible 70% crash. He shares his perspective on AI's potential while cautioning against overreliance on technology for immediate profits. Dave expresses concern over consumer debt and critiques the stability of assets like Bitcoin compared to gold. He also emphasizes the importance of independent thinking in navigating these turbulent economic times.

Jordi Visser, a macro investor with over 30 years of experience, shares insights on the evolving interplay between AI and the economy. He discusses how AI has defined 2025 and anticipates its broader adoption impacting productivity and GDP growth in 2026. Jordi critiques overreactions to AI fears in markets and draws parallels to past tech bubbles. He emphasizes practical applications for individuals using AI in investment strategies and personal management, advocating for daily engagement with these technologies to enhance productivity and decision-making.

Jordi Visser, a macro investor with 30 years on Wall Street and the mind behind VisserLabs Substack, dives into the latest CPI data, showing its impact on the Fed's policies. He discusses the momentum of disinflation driven by factors like falling gas prices and the role of AI in the economy's evolution. Jordi predicts a market shift towards value stocks by 2026 and shares insights on evaluating AI startups. His analysis of Bitcoin's potential and the challenges of AI adoption in enterprises adds layers to this engaging discussion.

Anthony Pompliano, a prominent investor and Bitcoin advocate, shares insights into the current Bitcoin landscape. He discusses Larry Fink's view of Bitcoin as an 'asset of fear' and analyzes the emerging volatility dynamics in the market. The conversation delves into institutional demand, recent jobs data, and competing economic narratives. Anthony also touches on the seasonal 'Santa rally', Bitcoin's evolving role as a store of value, and the importance of long-term holding discipline amidst market fluctuations.

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.