Bitcoin, AI & the Next Macro Shift Investors Aren’t Ready For | Jordi Visser
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What is the main topic discussed in this episode?
What's up, everyone?
What are the latest CPI data takeaways and their implications?
This is Anthony Pompliano. Many of you know me as Pomp. 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.
How are gas prices and wages affecting inflation trends?
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. My goal is to help millions learn from the world's most interesting people. So let's get into today's episode.
What is the outlook for interest rates and economic positioning by 2026?
Anthony Pompliano runs Pomp Investments. All views of him and the guests on his podcast are solely their opinions and do not reflect the opinions of Pomp Investments. You should not treat any opinion expressed by Pomp or his guests as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of his personal opinion. This podcast is for informational purposes only. There's three components of Bitcoin that I've kind of put my my side on.
What are the challenges of AI adoption in enterprises?
When is this going to go back up? Because the one thing I believe in is that it's going higher. The question and the point you made, what's the probability? What would have to happen for it to sell off past 80,000 and down to 60? Crypto isn't getting money because it's all being sucked out by AI. I think that starts to change this year. What's going on, guys? Today in this conversation with Jordy Visser, we talk about the recent CPI numbers, what's going on with the Fed, how is the stock market performing, what is going on in artificial intelligence. We get very specific. How can you use this technology to learn and to get better at your job? We talk about Bitcoin. And also, Jordy throws out a couple of names of different organizations and companies that you should be paying attention to as an investor.
All that and more in my latest conversation with Jordy Visser.
How is AI transforming content creation and emotional engagement?
All right, Jordy, I thought a great place to start. We get the CPI numbers this week. Obviously, they came in ice cold compared to where expectations were. Maybe the two most interesting parts to me were actually economists thought that CPI was going to accelerate. It was going to go up, but instead it went down. And so, yes, the magnitude, I think, is what got everyone's attention. But to me, the like opposite direction was actually more telling where economists completely missed. Now, the critics are saying, hey, wait, there's a bunch of data that's missing in here. This is basically not nefarious, but it is manipulated to a degree.
What is the future of work with AI and how should investors adapt?
And so let's wait for December numbers. What'd you take away from the CPI measurement? The most important takeaway, in my opinion, for everyone who's listening to this is to care less about whether the number should have been year over year 2.6, 2.7, 2.8. And to go back to what Jerome Powell just said, his focus is on the labor market. His focus on the belief that the bigger risk is the labor market. And we can kind of look through the inflation because going forward, the bigger risk is on inflation. labor side we got jobs numbers as well so when you combine the two makes the fed's decision look rational and the reason the inflation stuff i'll keep saying we will not have inflation of any magnitude that impacts the market could we see cpi above three percent next year
What is the current outlook for Bitcoin and its market dynamics?
Yes, but gas at the pump is going to have to go higher. So right now you have this three. I would say if you gave me the top three choices for inflation that matters in terms of the Prince, you're going to tell me what gas in the pump is done. People should go look. It's at four year lows right now. It's just coming down and it's coming down relentlessly. I think it's 38 States. It's under $3. Yeah. So you're getting this and this has really fallen sharply over the course of the last few months. At the same point, wages continue to go down. And at the bottom end, they're going even further down. If you don't have wages going higher, it's really hard to make the argument that inflation is going to be sticky.
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Chapters
8 chapters
1
What is the main topic discussed in this episode?
0:02–0:03
2
What are the latest CPI data takeaways and their implications?
0:03–0:15
3
How are gas prices and wages affecting inflation trends?
0:15–0:30
4
What is the outlook for interest rates and economic positioning by 2026?
0:30–0:58
5
What are the challenges of AI adoption in enterprises?
0:58–1:40
6
How is AI transforming content creation and emotional engagement?
1:40–2:11
7
What is the future of work with AI and how should investors adapt?
2:11–2:58
8
What is the current outlook for Bitcoin and its market dynamics?
2:58–47:04
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