Will Fed Rate Cuts & AI Send Bitcoin Flying? | Jordi Visser
The Pomp Podcast
Anthony Pompliano
4.8 • 1.9K Ratings
🗓️ 16 August 2025
⏱️ 49 minutes
🧾️ 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 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
- 1:39 - What is going with US buying bitcoin?
- 3:55 - How to evaluate inflation data
- 9:25- Should we expect asset prices to keep going higher?
- 21:25 - Impact of AI accelerating
- 35:15 - The idea of revaluing gold
- 40:41 - Government is taking a stake in Intel?
- 44:50 - Where Jordi sees investing opportunities
Transcript
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| 1:06.3 | What's up everyone? This is Anthony Pompliano. Many of you know me as Pomp. |
| 1:14.8 | You're listening to the Pomp podcast, 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. |
| 1:23.5 | 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. |
| 1:28.7 | My goal is to help millions learn from the world's most interesting people. So let's get into today's episode. Anthony Pompliano runs Pomp Investments. All views of him and the guests on his |
| 1:35.1 | podcast are surely their opinions and do not reflect the opinions of Pomp investments. You should not |
| 1:40.2 | treat any opinion expressed by Pomp or his guest as a specific inducement to make a particular |
| 1:45.4 | investment or follow a particular strategy, but only as an expression of his personal opinion. |
| 1:50.7 | This podcast is for informational purposes only. |
| 1:54.1 | The only way to get out of this situation with the debt and the deficit is to reflate your |
| 2:00.2 | way out and to debase your way out. |
| 2:02.4 | And I think it's good for gold. |
| 2:03.7 | It would be at much higher levels than send it off. |
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