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 unpack the Fed’s interest rate cuts, the U.S.–China trade dynamic, and what they signal for global markets. We also dive into the Bitcoin, AI, and tokenized assets — explaining how these forces, alongside Tesla’s innovations, are shaping the next major investment cycle.

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Timestamps:

0:00 – Intro
2:08 – Fed rate cut and market reaction
4:34 – US - China trade agreement and impact
7:54 – How to navigate government shutdown, labor market, and AI
22:03 – Generational divide, wealth gap, and rise of socialism in politics
26:46 – Bitcoin sentiment and why investors are frustrated
33:21 – Tokenization, stablecoins, and the future of payments
38:40 – Token revolution and the merging of AI & crypto
42:27 – Tesla, robo-taxis, and the future of self-driving cars

The Truth About Why Bitcoin Isn’t Exploding (Yet) | Jordi Visser

The Pomp Podcast