How Fed Rate Cuts Affect Bitcoin, AI & The Market | Jordi Visser
The Pomp Podcast
Anthony Pompliano
4.6 • 2K Ratings
🗓️ 13 December 2025
⏱️ 50 minutes
🧾️ Download transcript
Summary
Jordi Visser is a macro investor with over 30 years of Wall Street experience and the writer behind the VisserLabs Substack. In this conversation, we break down the latest Fed decision, rate cuts, and their impact on bitcoin and public equities. Then we go deep into the AI landscape — where value is emerging, where risks remain, and how investors should be thinking about positioning for 2026.
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Timestamps:
0:00 – Intro
1:46 – Fed decision, rate cut & initial market reaction
6:39 – How equities & bitcoin reacted
10:26 – Identifying the next consensus trade & AI progress
16:38 – When is AI escape velocity?
21:28 – Impact of open-source vs closed-source models
27:22 – How hedge funds are actually using AI
31:34 – Small business stress, economic transition & IPO wave
38:14 – Biggest risks, corrections & market volatility ahead
42:54 – The next AI cycle: chips, power & real-world systems
46:44 – Preview for Jordi’s next video
Transcript
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| 0:00.0 | Think about cheese. |
| 0:02.0 | Make your thoughts cheesier. |
| 0:04.2 | Now add 100% chicken breast fillet, Chipopla sauce and Ameta cheese melt. |
| 0:08.3 | And it's giving the new cheesy chicken stack at McDonald's. |
| 0:12.0 | Did we mention it's cheesy? |
| 0:13.9 | Cheese! |
| 0:15.8 | Availments at the 4th of Jan, 2026 from 11am. |
| 0:18.1 | Price and participation may vary. |
| 0:19.2 | Subjects availability. |
| 0:20.1 | Where do you find a clear signal |
| 0:21.6 | In a world of static |
| 0:22.8 | In a time of rapid change |
| 0:24.8 | Cut through the noise |
| 0:26.0 | The Economist goes beyond the headlines |
| 0:28.4 | To decode the forces shaping today |
| 0:30.8 | And defining tomorrow |
| 0:32.4 | Get the full story |
| 0:33.9 | It's more than news |
| 0:35.2 | It's a trusted global perspective |
| 0:37.3 | The Economist know which way is up. |
| 0:43.3 | What's up, everyone? This is Anthony Pompliano. Many of you know me as Pomp. You're listening to the Pomp |
| 0:48.6 | podcast, which is my effort to find the most interesting people in the world and sit with them for hours |
... |
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