About this episode

Jordi Visser discusses macro investing, AI's impact on markets, and Bitcoin's potential as a top-performing asset.

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 mid-cycle slowdown, the Fed under Warsh and what rate cuts could mean for markets, the $90 trillion AI infrastructure buildout, memory and Micron's role in the AI bottleneck, and why Jordi believes bitcoin is positioned to be the best performing assets once the negatives of AI start to show up. ===================== Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime ( https://figuremarkets.co/pomp ) and earn ~9% APY on real world assets, paid hourly. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at figure.com/disclosures/ ===================== Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND…

People in this episode

Host: Anthony Pompliano

Guest: Jordi Visser

Topics covered

• Bitcoin
• macro investing
• AI infrastructure
• Fed policy
• market trends
• crypto loans

Keywords

• Bitcoin
• macro investor
• AI slowdown
• Fed rate cuts
• crypto-backed loans
• market analysis
• Jordi Visser

Sponsors

Figure Lending LLC, BloFin

Mentioned in this episode

Organizations: VisserLabs

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• 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

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