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 about the idea of US buying more bitcoin, what’s going on with the CPI & PPI, the idea of revaluing gold, how AI is accelerating everything, and how to evaluate your portfolio.

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TimeStamps:

0:00 - Intro
0:49 - What is going with US buying bitcoin?
3:05 - How to evaluate inflation data
8:37- Should we expect asset prices to keep going higher?
20:45 - Impact of AI accelerating
34:55 - The idea of revaluing gold
39:52 - Government is taking a stake in Intel?
43:55 - Where Jordi sees investing opportunities

Will Fed Rate Cuts & AI Send Bitcoin Flying? | Jordi Visser

The Pomp Podcast