The Pomp Podcast

Bitcoin & AI: The Final Push Before the Biggest Bull Run Yet? | Jordi Visser


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Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we discuss bitcoin outlook for rest of the year, interest rate cuts, how to evaluate AI acceleration, Nvidia’s $100 billion deal with OpenAI, and what metrics investors should keep an eye on.

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Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠⁠⁠⁠⁠http://pompdesk.com/⁠⁠⁠⁠⁠⁠⁠

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TimeStamps:

  • 0:00 - Intro
  • 1:31 - Interest rate cut and market sentiment
  • 4:20 - Bullish on bitcoin in Q4?
  • 5:54 - How to evaluate AI companies
  • 8:14 - October outlook and uncertainty in the market
  • 12:15 - Evaluating AI replacing human jobs
  • 26:01 - Thoughts on Nvidia’s $100 billion OpenAI deal
  • 35:30 - Merging between AI & bitcoin mining
  • 39:04 - Are we going to continue seeing an economic boom?
  • 44:11 - What metrics should investors be keeping an eye on?
  • 47:38 - Thoughts on government getting involved with AI businesses
  • 50:27 - What models and tools are Jordi using?
...more
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The Pomp PodcastBy Anthony Pompliano

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