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 Israel, Iran, what it means for the stock market, bitcoin, oil, gold, AI stories of the week, inflation coming in weaker, and what Jordi is excited about.
TIMESTAMPS:
0:00 – Intro
1:00 – Market reaction to Iran and Israel
5:37 – Impact on different types of assets
8:09 – Oracle and AI boom
11:05 – China and US “trade deal”
16:22 – Reflection to inflation data
24:25 – Ethereum, stablecoins, and crypto industry
29:47 – What is Jordi worried about right now?
31:54 – Bitcoin short squeeze coming?
Bitizenship helps Bitcoin-forward investors gain EU residency and a path to Portuguese citizenship in five years while maintaining exposure to Bitcoin. Their regulated fund qualifies you for the Golden Visa through an operating company focused on Bitcoin-native innovation. Book a free strategy call at https://bitizenship.com/pomp.
This episode is brought to you by Figure, the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers Crypto-Backed Loans, allowing you to borrow against your Bitcoin or Ethereum with 3-month terms and no prepayment penalties. They have the lowest interest rates in the industry at 9.9%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto’s potential today. Visit https://www.figure.com/pomp to apply for a Crypto Backed Loan today! Figure Lending LLC dba Figure. Equal Opportunity Lender.
NMLS 1717824. Terms and conditions apply. Visit figure.com for more information.
Invest as you spend with the Gemini Credit Card® (https://www.gemini.com/pomp). Sign up today and get approved by 6/30/25 to earn a $200 Bitcoin bonus. Terms apply (http://gemini.com/legal/credit-card-intro-promo-terms). The Gemini Credit Card is issued by WebBank. See rates & fees (https://www.gemini.com/legal/cardholder-agreement) for more details. Some exclusions apply to instant rewards in which rewards are deposited when the transaction posts. This content is sponsored by Gemini, but my opinions are my own.
NEW Channel: Subscribe for daily 5-minute market breakdowns: http://pompdesk.com/
Listen to The Pomp Podcast on the audio platform of your choice: http://pomppodcast.com
Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pompletter.com/
View 10k+ open startup jobs: https://dreamstartupjob.com/
Enroll in my Crypto Academy: https://www.thecryptoacademy.io/
Follow Pomp on social media:
Twitter: https://twitter.com/APompliano
Instagram: https://www.instagram.com/pompglobal/
LinkedIn: https://www.linkedin.com/in/anthonypompliano/
#Bitcoin #AnthonyPompliano #Pomp
Comments