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.
======================
Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/
======================
This episode is brought to you by Figure (https://figuremarkets.co/pomp), 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 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event.Your BTC collateral is protected by decentralized MPC custody. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault on chain. Unlock your crypto’s potential today. Visit their app to apply (https://figuremarkets.co/pomp) 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. Figure Markets Credit LLC. 650 S. Tryon Street, 8th Floor, Charlotte, NC 28202. (888) 926-6259. NMLS ID 2559612. Terms and conditions apply. Visit https://figuremarkets.com/borrow for more information.
======================
Bitwise is one of the largest and fastest-growing crypto asset managers. As of December 31, 2021, the company managed over $1.3 billion across an expanding suite of investment solutions, which include the world's largest crypto index fund and other innovative products spanning Bitcoin, Ethereum, DeFi, and crypto equities. Whether you’re an individual, advisor, or institution, Bitwise provides intelligent access to crypto with your unique circumstances in mind. Visit https://bitwiseinvestments.com/ to learn more. Certain of the Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit https://bitwiseinvestments.com/disclosures to learn more.
======================
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
Jeff Park is a Partner and Chief Investing Officer of ProCap BTC. This conversation was recorded at the Independent Investor Summit in New York. In this conversation we talk about the intelligent investor vs ideological investor, radical portfolio theory, rise of prediction markets, stablecoins, and what the future of bitcoin treasury companies looks like.
======================
Pomp writes a daily letter to over 270,000+ 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://pomp.substack.com/
======================
Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/
======================
Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pomp
======================
BitcoinIRA: Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $500 in rewards.
======================
TimeStamps:
Balaji Srinivasan is an entrepreneur and investor. He is also the author of the Network State and the founder of the Network School. In this conversation we talk about geopolitics, what is going on with China, US decline, why India is so important, bitcoin, gold, land, guns, and what is going on with the Network School.
======================
Pomp writes a daily letter to over 270,000+ 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://pomp.substack.com/
======================
Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/
======================
Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/
======================
Bitlayer is taking Bitcoin beyond just a store of value. For the first time, you can put your Bitcoin to work, earning yield while staying true to its core principles of security and decentralization. Bitlayer is making Bitcoin DeFi a reality. Learn more at https://x.com/BitlayerLabs
======================
TimeStamps:
0:00 - Intro
2:00 - US decline and China strength?
7:09 - What US environment and regulation should look like
16:34 - The rise of India and improved infrastructure
24:05 - Geopolitical landscape and the role of India
45:16 - The war for talent and digital nomad visas
51:29 - America is the greatest empire of all time
56:24 - Bitcoin, gold, the dollar, and guns
1:08:40 - What is the Network School?
Mike Cagney is the Founder and Executive Chairman of Figure. (https://www.figuremarkets.co/fm) In this conversation we discuss taking Figure public, how block-chain native securities unlock new markets, the rise of DeFi, bitcoin backed loans, and how Figure is modernizing financial infrastructure.
======================
Pomp writes a daily letter to over 270,000+ 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://pomp.substack.com/
======================
Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/
======================
Xapo Bank, the world’s first fully licensed Bitcoin-enabled bank, offers military-grade security with an unmatched blend of physical and digital security, as well as pioneering regulatory oversight, so your funds are always protected. Beyond secure storage, they enable you to grow and use your Bitcoin. Earn daily interest in Bitcoin, spend with zero FX fees using a global card, and make instant payments via the Lightning Network for unrivalled access and convenience. Visit https://www.xapobank.com/pomp to join.
======================
BitcoinOS is bringing Bitcoin into a new era. For the first time, Bitcoiners can access real DeFi across the entire crypto ecosystem, powered by revolutionary zero-knowledge technology. BitcoinOS is powered by $BOS token, which reunites all of crypto around the chain where it all began. Enter the $BOS token presale and be early to Bitcoin again.
======================
Polkadot is a scalable, secure, and decentralized blockchain technology aimed at creating Web3. Created by Gavin Wood, co-founder of Ethereum, Polkadot empowers users to build decentralized applications with ease. Backed by industry leaders, making it a preferred choice for big names, Polkadot stands out as a leading choice for investors seeking a reliable, future-proof solution in the growing world of Web3 technology. Learn more at https://polkadot.com/.
======================
TimeStamps:
Henrik Zeberg is the Head Macro Economist at Swiss Block. In this conversation we talk about the macro outlook, K-shaped economy, inflation, a potential big tech bust coming, why the 4-year bitcoin cycle is not going anywhere, and why Henrik believes risk assets may be in trouble.
======================Pomp writes a daily letter to over 270,000+ 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://pomp.substack.com/
======================
Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/
======================
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.
======================
Xapo Bank, the world’s first fully licensed Bitcoin-enabled bank, offers military-grade security with an unmatched blend of physical and digital security, as well as pioneering regulatory oversight, so your funds are always protected. Beyond secure storage, they enable you to grow and use your Bitcoin. Earn daily interest in Bitcoin, spend with zero FX fees using a global card, and make instant payments via the Lightning Network for unrivalled access and convenience. Visit https://www.xapobank.com/pomp to join.
======================
TimeStamps:
0:00 - Intro
2:14 - Where are we in the macro cycle?
10:41 - Are we getting a blow off top in risk assets?
13:14 - Historical stock market valuations vs today
26:36 - What happens in the next 12 months if we are in a bubble?
30:01 - Is bitcoin 4 year cycle different this time?
34:33 - Thoughts on where inflation is going
38:29 - The framework for being a good investor for the next 10 years
42:03 - What does the monetary reset look like?
45:54 - How to prepare your investing portfolio
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 Oracle going up 40%, what is going on in the stock market, what will happen with interest rates, job revision, AI, bitcoin, interest rates, and where asset prices could be headed.
=====================
Markets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It’s officially the rise of the retail investor. On September 12th in NYC, I’m hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We’re bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street.👉 TICKETS: https://www.independentinvestor.co/ (use promo code POMPYT25)
======================
Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/
======================
This episode is brought to you by Figure (https://figuremarkets.co/pomp), 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 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event.Your BTC collateral is protected by decentralized MPC custody. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault on chain. Unlock your crypto’s potential today. Visit their app to apply (https://figuremarkets.co/pomp) 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. Figure Markets Credit LLC. 650 S. Tryon Street, 8th Floor, Charlotte, NC 28202. (888) 926-6259. NMLS ID 2559612. Terms and conditions apply. Visit https://figuremarkets.com/borrow for more information.
======================
Bitwise is one of the largest and fastest-growing crypto asset managers. As of December 31, 2021, the company managed over $1.3 billion across an expanding suite of investment solutions, which include the world's largest crypto index fund and other innovative products spanning Bitcoin, Ethereum, DeFi, and crypto equities. Whether you’re an individual, advisor, or institution, Bitwise provides intelligent access to crypto with your unique circumstances in mind. Visit https://bitwiseinvestments.com/ to learn more. Certain of the Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit https://bitwiseinvestments.com/disclosures to learn more.
======================
TimeStamps:
Jeff Park is a Partner and Chief Investing Officer of ProCap BTC. In this conversation we talk about what’s going on with bitcoin, S&P500 rejecting Strategy, why bitcoin is lagging gold, should lower interest rates push bitcoin higher, how we are thinking about the bull market, evaluating Gemini & Figure IPOs, and why retail investors can’t be ignored.
=====================
Markets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It’s officially the rise of the retail investor. On September 12th in NYC, I’m hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We’re bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street.👉 TICKETS: https://www.independentinvestor.co/ (use promo code POMPYT25)
======================
Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/
======================
Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pomp
======================
BitcoinIRA: Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $500 in rewards.
======================
TimeStamps:
0:00- Intro
2:04 - Thoughts from S&P 500 rejecting Strategy
11:25 - Relationship between gold and bitcoin
19:27 - How high could bitcoin go this bull market?
29:58 - Evaluating Gemini, Figure, & crypto IPOs
33:16 - “We can’t ignore retail investors”
Ric Edelman is the Founder of Digital Assets Council of Financial Professionals, and he is a New York Times #1 best seller of 13 different books. In this conversation we talk about why financial advisors are finally getting excited about bitcoin, conversations they are having with their clients, the death of 60/40, gold, currency debasement, and why Ric has recommended having 10-40% exposure to bitcoin.
=====================
Markets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It’s officially the rise of the retail investor. On September 12th in NYC, I’m hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We’re bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street.👉 TICKETS: https://www.independentinvestor.co/ (use promo code POMPYT25)
======================
Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/
======================
BitcoinOS is bringing Bitcoin into a new era. For the first time, Bitcoiners can access real DeFi across the entire crypto ecosystem, powered by revolutionary zero-knowledge technology. BitcoinOS is powered by $BOS token, which reunites all of crypto around the chain where it all
began. Enter the $BOS token presale and be early to Bitcoin again.
======================
Polkadot is a scalable, secure, and decentralized blockchain technology aimed at creating Web3. Created by Gavin Wood, co-founder of Ethereum, Polkadot empowers users to build decentralized applications with ease. Backed by industry leaders, making it a preferred choice for big names, Polkadot stands out as a leading choice for investors seeking a reliable, future-proof solution in the growing world of Web3 technology. Learn more at https://polkadot.com/.
======================
TimeStamps:
Mel Mattison is an investor, author, and a former fintech executive. In this conversation we talk about the role of the Federal Reserve, why they historically have not been independent, who is to blame for current debasement, why gold and bitcoin are so important, and what Mel would do if he was Fed chair.
===================
Markets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It’s officially the rise of the retail investor. On September 12th in NYC, I’m hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We’re bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street.👉 TICKETS: https://www.independentinvestor.co/ (use promo code POMPYT25)
===================
Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: 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 270,000+ 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.
===================
Xapo Bank, the world’s first fully licensed Bitcoin-enabled bank, offers military-grade security with an unmatched blend of physical and digital security, as well as pioneering regulatory oversight, so your funds are always protected. Beyond secure storage, they enable you to grow and use your Bitcoin. Earn daily interest in Bitcoin, spend with zero FX fees using a global card, and make instant payments via the Lightning Network for unrivalled access and convenience. Visit https://www.xapobank.com/pomp to join.
===================
BitcoinIRA: Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $500 in rewards.
===================
0:54 - Intro
2:18 - The role of the Federal Reserve and are they independent?
8:31 - Who is to blame for currency debasement?
11:21 - Historical rundown of central banks and financial system
16:38 - What changes would Mel make if he was Fed chair?
31:09 - What will happen with gold and bitcoin?
44:39 - What’s the argument to own stocks and real estate?
49:24 - MMT and AI impact on lower interest rates
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 the bad jobs report, what will happen with inflation and the fed, when bitcoin will break out, artificial intelligence, Tesla, and why asset prices will keep going higher.
=====================
Markets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It’s officially the rise of the retail investor. On September 12th in NYC, I’m hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We’re bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street.👉 TICKETS: https://www.independentinvestor.co/ (use promo code POMPYT25)
======================
Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/
======================
This episode is brought to you by Figure (https://figuremarkets.co/pomp), 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 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event.Your BTC collateral is protected by decentralized MPC custody. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault on chain. Unlock your crypto’s potential today. Visit their app to apply (https://figuremarkets.co/pomp) 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. Figure Markets Credit LLC. 650 S. Tryon Street, 8th Floor, Charlotte, NC 28202. (888) 926-6259. NMLS ID 2559612. Terms and conditions apply. Visit https://figuremarkets.com/borrow for more information.
======================
Bitwise is one of the largest and fastest-growing crypto asset managers. As of December 31, 2021, the company managed over $1.3 billion across an expanding suite of investment solutions, which include the world's largest crypto index fund and other innovative products spanning Bitcoin, Ethereum, DeFi, and crypto equities. Whether you’re an individual, advisor, or institution, Bitwise provides intelligent access to crypto with your unique circumstances in mind. Visit https://bitwiseinvestments.com/ to learn more. Certain of the Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit https://bitwiseinvestments.com/disclosures to learn more.
======================
Bitlayer is taking Bitcoin beyond just a store of value. For the first time, you can put your Bitcoin to work, earning yield while staying true to its core principles of security and decentralization. Bitlayer is making Bitcoin DeFi a reality. Learn more at https://x.com/BitlayerLabs
======================
TimeStamps:
Jeff Park is a Partner and Chief Investing Officer of ProCap BTC. In this conversation we talk about what separates smart investors from those who just follow ideology, how that mindset shift can make you better in the market, the idea of a bitcoin treasury company, and how businesses could stack more bitcoin without constantly raising new capital.
=====================
Markets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It’s officially the rise of the retail investor. On September 12th in NYC, I’m hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We’re bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street.👉 TICKETS: https://www.independentinvestor.co/ (use promo code POMPYT25)
======================
Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/
======================
Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pomp
======================
BitcoinIRA: Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $500 in rewards.
======================
TimeStamps:
Darius Dale is the Founder & CEO of 42Macro. In this conversation we talk about the Federal Reserve, inflation expectations, what is going on with Lisa Cook, how to fix the housing market, and how the market could play out the rest of the year.
=====================
Markets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It’s officially the rise of the retail investor. On September 12th in NYC, I’m hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We’re bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street.👉 TICKETS: https://www.independentinvestor.co/ (use promo code POMPYT25)
======================
Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/
======================
Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/
======================
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.
======================
TimeStamps:
John and Anthony Pompliano discuss bitcoin, why gold has been going up, will the ethereum rally continue, solutions to fix parts of the government, and predictions for the month of September.
=====================
Markets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It’s officially the rise of the retail investor. On September 12th in NYC, I’m hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We’re bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street.👉 TICKETS: https://www.independentinvestor.co/ (use promo code POMPYT25)
======================
Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/
======================
BitcoinIRA: Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $500 in rewards.
======================
Xapo Bank, the world’s first fully licensed Bitcoin-enabled bank, offers military-grade security with an unmatched blend of physical and digital security, as well as pioneering regulatory oversight, so your funds are always protected. Beyond secure storage, they enable you to grow and use your Bitcoin. Earn daily interest in Bitcoin, spend with zero FX fees using a global card, and make instant payments via the Lightning Network for unrivalled access and convenience. Visit https://www.xapobank.com/pomp to join.
======================
TimeStamps:
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 the federal reserve, what is going to happen with artificial intelligence, future outlook for stock market, and why interest rate cuts will be so bullish for bitcoin.
=====================
Independent Investor ConferenceMarkets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It’s officially the rise of the retail investor. On September 12th in NYC, I’m hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We’re bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street.👉 TICKETS: https://www.independentinvestor.co/ (use promo code POMPYT25)
======================
From The Desk of Anthony PomplianoCheck out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/
======================
Podcast Sponsors"This episode is brought to you by Figure (https://figuremarkets.co/pomp), 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 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event.Your BTC collateral is protected by decentralized MPC custody. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault on chain. Unlock your crypto’s potential today. Visit their app to apply (https://figuremarkets.co/pomp) 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. Figure Markets Credit LLC. 650 S. Tryon Street, 8th Floor, Charlotte, NC 28202. (888) 926-6259. NMLS ID 2559612. Terms and conditions apply. Visit https://figuremarkets.com/borrow for more information."
======================
Bitwise is one of the largest and fastest-growing crypto asset managers. As of December 31, 2021, the company managed over $1.3 billion across an expanding suite of investment solutions, which include the world's largest crypto index fund and other innovative products spanning Bitcoin, Ethereum, DeFi, and crypto equities. Whether you’re an individual, advisor, or institution, Bitwise provides intelligent access to crypto with your unique circumstances in mind. Visit https://bitwiseinvestments.com/ to learn more. Certain of the Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit https://bitwiseinvestments.com/disclosures to learn more.
======================
TimeStamps:
John and Anthony Pompliano discuss bitcoin, why the price is going down, what’s going on with the federal reserve, where the pressure from the White House is coming, prediction for the next 10 years of the US economy, and will Powell cut interest rates?
=====================
Markets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It’s officially the rise of the retail investor. On September 12th in NYC, I’m hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We’re bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street.👉 TICKETS: https://www.independentinvestor.co/ (use promo code POMPYT25)
======================
Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/
======================
Xapo Bank, the world’s first fully licensed Bitcoin-enabled bank, offers military-grade security with an unmatched blend of physical and digital security, as well as pioneering regulatory oversight, so your funds are always protected. Beyond secure storage, they enable you to grow and use your Bitcoin. Earn daily interest in Bitcoin, spend with zero FX fees using a global card, and make instant payments via the Lightning Network for unrivalled access and convenience. Visit https://www.xapobank.com/pomp to join.
======================
Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/
======================
TimeStamps:
Jeff Park is a Partner and Chief Investing Officer of ProCap BTC. In this conversation we talk about bitcoin, why the volatility is a feature, institutional adoption, opportunities for bitcoin treasure companies, and why bitcoin rate-of-return is so important.
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Independent Investor ConferenceMarkets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It’s officially the rise of the retail investor. On September 12th in NYC, I’m hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We’re bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street.👉 TICKETS: https://www.independentinvestor.co/ (use promo code POMPYT25)
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From The Desk of Anthony PomplianoCheck out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/
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BitcoinIRA: Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $500 in rewards.
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Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pomp
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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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Independent Investor ConferenceMarkets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It’s officially the rise of the retail investor. On September 12th in NYC, I’m hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We’re bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street.👉 TICKETS: https://www.independentinvestor.co/ (use promo code POMPYT25)
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From The Desk of Anthony PomplianoCheck out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/
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Podcast Sponsors"This episode is brought to you by Figure (https://figuremarkets.co/pomp), 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 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event.Your BTC collateral is protected by decentralized MPC custody. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault on chain. Unlock your crypto’s potential today. Visit their app to apply (https://figuremarkets.co/pomp) 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. Figure Markets Credit LLC. 650 S. Tryon Street, 8th Floor, Charlotte, NC 28202. (888) 926-6259. NMLS ID 2559612. Terms and conditions apply. Visit https://figuremarkets.com/borrow for more information."
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Bitwise is one of the largest and fastest-growing crypto asset managers. As of December 31, 2021, the company managed over $1.3 billion across an expanding suite of investment solutions, which include the world's largest crypto index fund and other innovative products spanning Bitcoin, Ethereum, DeFi, and crypto equities. Whether you’re an individual, advisor, or institution, Bitwise provides intelligent access to crypto with your unique circumstances in mind. Visit https://bitwiseinvestments.com/ to learn more. Certain of the Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit https://bitwiseinvestments.com/disclosures to learn more.
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Matthew Sigel is the Head of Digital Assets Research at VanEck, and also the Portfolio Manager of the NODE ETF. In this conversation we talk about public equities related to crypto, recent staking decision from the government, the Fed, bitcoin mining companies, what will happen with stablecoins, and expectations for the US government buying bitcoin.
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Independent Investor ConferenceMarkets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It’s officially the rise of the retail investor. On September 12th in NYC, I’m hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We’re bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street.👉 TICKETS: https://www.independentinvestor.co/ (use promo code POMPYT25)
======================
From The Desk of Anthony PomplianoCheck out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/
======================
Podcast Sponsors"This episode is brought to you by Figure (https://figuremarkets.co/pomp), 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 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event.Your BTC collateral is protected by decentralized MPC custody. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault on chain. Unlock your crypto’s potential today. Visit their app to apply (https://figuremarkets.co/pomp) 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. Figure Markets Credit LLC. 650 S. Tryon Street, 8th Floor, Charlotte, NC 28202. (888) 926-6259. NMLS ID 2559612. Terms and conditions apply. Visit https://figuremarkets.com/borrow for more information."
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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.
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Anthony Pompliano & Polina Pompliano discuss short-term outlook for bitcoin, government printing money, what is going on with inflation, the biggest risk in the market, what you should be paying attention to, and are stocks overvalued and due for a crash?
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Independent Investor ConferenceMarkets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It’s officially the rise of the retail investor. On September 12th in NYC, I’m hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We’re bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street.👉 TICKETS: https://www.independentinvestor.co/ (use promo code POMPYT25)
======================
From The Desk of Anthony PomplianoCheck out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/
======================
Podcast Sponsors"This episode is brought to you by Figure (https://figuremarkets.co/pomp), 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 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event.Your BTC collateral is protected by decentralized MPC custody. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault on chain. Unlock your crypto’s potential today. Visit their app to apply (https://figuremarkets.co/pomp) 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. Figure Markets Credit LLC. 650 S. Tryon Street, 8th Floor, Charlotte, NC 28202. (888) 926-6259. NMLS ID 2559612. Terms and conditions apply. Visit https://figuremarkets.com/borrow for more information."
======================
BitcoinIRA: Buy, sell, and swap 75+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $500 in rewards.
======================
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Ian De Bode is the Chief Strategy Officer at Ondo Finance. In this conversation we talk about why we need tokenization, advantage of being on-chain, stablecoins vs cash, how people will make money, regulation, biggest risks, and should equities be trading 24/7?
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Independent Investor ConferenceMarkets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It’s officially the rise of the retail investor. On September 12th in NYC, I’m hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We’re bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street.👉 TICKETS: https://www.independentinvestor.co/ (use promo code POMPYT25)
======================
From The Desk of Anthony PomplianoCheck out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/
======================
Core is the leading Bitcoin scaling solution, enabling you to lock in yield by locking up your Bitcoin. Simply lock it on the Bitcoin blockchain to secure the Core network, and get rewards. No bridging. No lending. Just holding. Still your keys. Still your coins. Now your yield. Start at https://stake.coredao.org/pomp
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Xapo Bank, the world’s first fully licensed Bitcoin-enabled bank, offers military-grade security with an unmatched blend of physical and digital security, as well as pioneering regulatory oversight, so your funds are always protected. Beyond secure storage, they enable you to grow and use your Bitcoin. Earn daily interest in Bitcoin, spend with zero FX fees using a global card, and make instant payments via the Lightning Network for unrivalled access and convenience. Visit https://www.xapobank.com/pomp to join.
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Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/
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