The Pomp Podcast

Has Bitcoin Hit The Bottom? | Jordi Visser


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Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss why he thinks the AI mid-cycle slowdown is over, why he's turning bullish on bitcoin, tokenization and stablecoins. We also cover the Fed's July rate decision and where he's finding value in gold, silver, and regional banks.

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This episode is brought to you by mogul ( https://www.mogul.club/pomp ). Deloitte estimates that $4 trillion of real estate will move onto the blockchain over the next decade. Through tokenized residential real estate, mogul gives investors access to professionally managed properties with targeted yields, monthly rent payouts, and potential tax benefits — all without the headaches of being a landlord. Learn more and claim a special offer at https://www.mogul.club/pomp . See important disclosures at disclaimer.mogul.club.

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  • 0:00 - Intro
  • 0:42 - Grok vs. Meta's AI price war why cheaper AI won't cut spend
  • 10:03 - Apple's Siri stumble & price hikes
  • 14:50 - Using Grok in a Tesla
  • 17:28 - Short sellers, Samsung's earnings & the mid-cycle slowdown
  • 23:34 - Why Jordi is turning bullish on bitcoin 
  • 29:55 - Tokenization, stablecoins & the AI-crypto nexus
  • 33:33 - Michael Saylor's Bitcoin sale — does it matter?
  • 38:02 - Where else Jordi is deploying capital
  • 42:04 - Does the Iran war actually matter for markets?
  • 45:00 - The new robotic hand demo that changed everything
  • 50:18 - Jordi’s upcoming video
...more
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The Pomp PodcastBy Anthony Pompliano

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