About this episode

Jordi Visser discusses his bullish outlook on Bitcoin and insights on macro investing.

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. ==================== Turn every conversation into a searchable business asset with PLAUD NotePro. Visit https://Plaud.ai/pomp and use code POMP for 15% off. ==================== Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital. ==================== 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…

People in this episode

Host: Anthony Pompliano

Guest: Jordi Visser

Topics covered

• Bitcoin
• macro investing
• AI mid-cycle slowdown
• tokenization
• stablecoins
• Fed rate decision
• gold and silver

Keywords

• Bitcoin
• macro investor
• AI slowdown
• tokenization
• stablecoins
• Fed rate decision
• gold
• silver
• regional banks

Sponsors

Uphold, mogul

Mentioned in this episode

Organizations: VisserLabs, Deloitte

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