About this episode

Jordi Visser discusses the impact of the Federal Reserve's decisions on Bitcoin and the broader macroeconomic landscape.

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the AI stock slowdown, why China's new Kimi K3 model is upending the AI trade, and the hidden cultural bias baked into these systems. We also discuss the cooler inflation report, Fed Chair Kevin Warsh's early moves, bitcoin's reaction, and why robotics could be the next big AI trade. ====================== For a limited time, our listeners get 50% off FOR LIFE, Free Shipping, AND 3 Free Gifts at Mars Men at https://Mengotomars.com . ====================== Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at ( https://partner.blofin.com/d/Pomp ). ====================== This episode is brought to you by TikTok for Business. If you run a company, your next wave of customers may already be…

People in this episode

Host: Anthony Pompliano

Guest: Jordi Visser

Topics covered

• Bitcoin
• Federal Reserve
• AI stock slowdown
• China's Kimi K3 model
• inflation report
• robotics
• macro investing

Keywords

• Bitcoin
• Federal Reserve
• inflation
• AI
• robotics
• macro investing
• China

Sponsors

Mars Men, BloFin, TikTok for Business

Mentioned in this episode

Organizations: VisserLabs

More episodes of The Pomp Podcast

• Why No Company Will Win the AI War: The "Rebel Alliance" Thesis | Nick Grossman · July 20, 2026 · 52 min
• Why Elon Wants to Put Data Centers in Space | Ramez Naam · July 16, 2026 · 44 min
• Chief Economist: Inflation Has Peaked — Here's What Happens To Bitcoin Next | Stephanie Roth · July 15, 2026 · 46 min
• Jake Paul's Business Partner on Bitcoin, AI & the Next Trillion-Dollar Trade | Geoff Woo · July 13, 2026 · 1h 29m
• Has Bitcoin Hit The Bottom? | Jordi Visser · July 11, 2026 · 52 min
• INSANE Examples of Tech Invading Our Lives | Kevin Clancy · July 9, 2026 · 1h 23m

Explore listener stats, chart rankings, contacts and more on the The Pomp Podcast podcast page.