The Pomp Podcast

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.

Mel Mattison, a top macro strategist, shares his insights on the current economic landscape. He argues that inflation fears are overblown and predicts interest rates may fall swiftly. Discussing the rise of young independent investors, Mel connects their distrust in institutions to Bitcoin's growing appeal. He also sheds light on the dynamics of skilled trades versus college graduates and hints at an upcoming institutional demand for Bitcoin, envisioning potential new highs by 2026.

Jeff Park, Partner and Chief Investment Officer at ProCap Financial, dives into the Fed’s upcoming rate cuts and their impact on markets. He explains the disconnection between Bitcoin's strong performance and negative sentiment. The conversation touches on how AI investment is reshaping macroeconomic landscapes and attracting institutional players like BlackRock. Park also argues that Bitcoin uniquely fulfills market needs, contrasting it with altcoins and emphasizing its cultural value of sovereignty and optimism in an era of technological abundance.

The looming Federal Reserve meeting sparks a debate on rate cuts and their market impact. Experts explore the implications of disinflation signals and the unique monetary policy of bitcoin. With the potential shift of bitcoin miners into AI infrastructure, insights reveal how this could reshape investment landscapes. Discussions also dive into the problems with economic data, advocating for real-time metrics. Lastly, the conversation touches on the power dynamics between traditional finance and bitcoin's fixed monetary schedule.

Jordi Visser, a seasoned macro investor with over 30 years on Wall Street and creator of VisserLabs, shares his insights on the evolving landscape of Bitcoin and AI. He discusses the crucial impact of institutional adoption and the volatility in Bitcoin's price. Jordi explores how advancements in AI drive economic change and productivity, while also scrutinizing deflationary pressures and the emerging significance of physical AI in industries. The conversation highlights the potential shifts in job markets and the overall economy in the face of these trends.

Seamus Rocca, CEO of Xapo Bank and expert in Bitcoin custody, discusses the nuances of Bitcoin adoption beyond the mainstream narratives. He reveals that older, conservative users are now embracing Bitcoin, particularly in regions facing hyperinflation. Rocca highlights how Bitcoin ETFs are accelerating product innovation and reshaping demand for corporate treasuries. He also shares insights on Zapo's security measures and predicts future trends like stablecoin adoption and a focus on high-touch service in crypto banking.

Darius Dale, Founder and CEO of 42 Macro and expert in monetary policy, discusses the intricate dynamics within the Federal Reserve. He explores the growing divisions among policymakers and the impact of political versus economic drivers on decisions. Dale highlights the uncertainties surrounding potential Fed cuts and the K-shaped recovery affecting different sectors. Additionally, he shares insights on managing Bitcoin volatility and discusses strategies to navigate the current market landscape.

Jeff Park, Partner and Chief Investment Officer at ProCap BTC, dives into the complex world of Bitcoin and macro finance. He discusses the ongoing FUD around Tether and why crypto sentiment is so low despite favorable conditions. Park highlights Bitcoin's distinction as a macro asset versus altcoins, shedding light on the shifting institutional behaviors affecting price. He also clarifies Tether's financial health and explains how recent shifts in liquidity could signal new opportunities in the Bitcoin market.