4.8 • 1.9K Ratings
🗓️ 20 September 2025
⏱️ 52 minutes
🧾️ Download transcript
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 discuss the market reaction to interest rate cuts, the rise of retail investing, Oracle, bitcoin, and how AI will change the future.
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TimeStamps:
0:00 - Intro
1:40 - Fed cuts 25bps and the market reaction
6:48 - Retail and the new generation of investing
17:55 - Oracle up 40% and AI infrastructure
25:39 - Bitcoin, AI, and the 4th turning
35:45 - Areas where AI will bring abundance
45:00 - Takeaways and how to embrace AI
Click on a timestamp to play from that location
| 0:00.0 | Where do you find a clear signal in a world of static? |
| 0:03.2 | In a time of rapid change cut through the noise. |
| 0:06.2 | The economist goes beyond the headlines to decode the forces shaping today and defining tomorrow. |
| 0:12.7 | Get the full story. |
| 0:14.1 | It's more than news. |
| 0:15.4 | It's a trusted global perspective. |
| 0:17.7 | The economist know which way is up. |
| 0:21.0 | Why are businesses like HelloVet choosing Apple products and services? |
| 0:25.6 | So we started the business two years ago. We had a few people who were used to PCs and this was their first foray into Macs. |
| 0:33.3 | But it's been super smooth getting everyone onto those devices and everyone seems really, really happy. |
| 0:39.0 | Find out how Mac can help you run and grow your business at apple.com forward slash hello vet. |
| 0:49.4 | What's up, everyone? This is Anthony Pompliano. Many of you know me as Pomp. |
| 0:53.5 | You're listening to the pomp |
| 0:54.8 | podcast which is my effort to find the most interesting people in the world and sit with them for hours |
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| 1:10.2 | podcast my goal is to help millions learn from the world's most interesting people watch episodes on YouTube and tell your friends and family about the podcast. |
| 1:14.7 | My goal is to help millions learn from the world's most interesting people. |
| 1:17.0 | So let's get in to today's episode. |
| 1:19.9 | Anthony Pompliano runs Pomp Investments. |
| 1:23.8 | All views of him and the guests on his podcast are surely their opinions and do not reflect the opinions of Pomp Investments. |
| 1:26.4 | You should not treat any opinion |
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