Why Isn't Bitcoin Going Up? | Jordi Visser

The Pomp Podcast

Anthony Pompliano

Business, Investing

4.8 • 1.9K Ratings

🗓️ 23 August 2025

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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 talk about Jerome Powell’s recent comments, why PMI is important, why bitcoin isn’t going up, AI bubble, MAG7 getting cheaper, and where Jordi sees risk right now.

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TimeStamps:

0:00 - Intro
1:54 - What’s going on with the Fed?
6:01 - How to measure inflation with AI boom
16:41 - How accurate is the job data?
20:02 - PMI and why it’s important
28:53 - Why isn’t bitcoin going up?
31:33 - Why MAG7 has become cheaper
33:46 - Feedback on Powell comments
36:12 - OpenDoor is embracing AI
38:33 - Where is risk right now?
41:31 - Should Powell cut 50 bps?

Transcript

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0:00.0	I'll now hand you over to my best man, Eddie.
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1:02.6	What's up, everyone?
1:03.8	This is Anthony Pompliano.
1:05.4	Many of you know me as Pomp.
1:06.6	You're listening to the Pomp podcast,
1:08.5	which is my effort to find the most interesting people in the world and sit with them for hours while I ask questions in an effort to learn.
1:15.3	So it would mean the world to me if you would subscribe to the show on your favorite audio platform, watch episodes on YouTube, and tell your friends and family about the podcast.
1:24.2	My goal is to help millions learn from the world's most interesting people. So let's get
1:28.8	into today's episode. Anthony Pompliano runs Pomp Investments. All views of him and the guests on his
	...

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