Why Bitcoin Wins No Matter What The Fed Does | Jordi Visser
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What is the main topic discussed in this episode?
I think crypto would go up far faster than people realize.
Like 100K if we
get
clarity?
Yes. That type of move to me, and the reason I say it with conviction, the more I'm talking to people, let's say traditional finance, so related to the banks, because remember, the banks are out there telling people they're ready for this, they're going to be involved, you know, all this stuff, tokenization. Pension funds need regulations.
What's going on, guys? Today, we got a great conversation with Jordy Visser. In this one, we talk about what's going on with oil, inflation, why the doomers are wrong, why the stock market's going higher, why Bitcoin's going higher, why the AI companies are going higher. What's going on with Astra, Grokbot, how Jordy's using these technologies. And then we even get into what's going on with Kevin Warsh. Scott Besson, President Trump. Are you going to bet against the White House? Should you think that the market is going higher? And what does all this mean for your portfolio? This one is fun. It's informative. And I promise you're going to learn something. Here's my latest conversation with Jordy Visser. All right, Jordy, I hear a lot of people in the macro world talking about interest rates and oil.
I know people have been talking to you about this recently. When I'm using AI, when I'm thinking about Bitcoin, and then I hear someone talking about interest rates and oil, my brain is telling me, oh, yeah, that's what we're supposed to think about in the macro world. But my heart's kind of telling me, like, does that stuff really matter anymore? What do you think?
Well, it depends what you mean by does it matter. For me, I love it. In the video I did this past weekend, I was as direct as possible. We're worried about whether the Fed is going to raise 25 basis points. And I think the curve says they're going to raise 25, but maybe there'll be one more, possibly two more before they come back down. Why anyone would care about this? when earnings are growing 30 plus percent is beyond me. Why anyone would care about this when, as I showed in the video, there is no rate sensitivity to the AI trade, zero. Like despite what people want to believe and the bear porn that goes everywhere, we're like, oh, rates are going higher. These guys can't raise rates or CDS is blowing out.
Progress is moving right now at a pace so fast and is accelerating by the day. Not by the week anymore, by the day. The models are getting released. I was talking about Grokbot the last two weeks. Today we'll talk about Astra. I mean, I have Grokbot doing things for me, but... It's not even in league of anything I can do with Astra now, which is now combining the agentic side with the chat, with the work, with images, with everything else. So when people talk about rates, and yeah, I had a bunch of conversations this week where I'd get a text message from, again, people I've known in the business a long time, starting with, the market's going to fall because rates are going higher and oil is going higher.
And I'm like, did you watch my video? Like, year over year, oil. for the sixth contract is up 20% from where it was a year ago? Why do you care about this? Just because you see a chart that shows it making the highest price for the December contract when it's below where it was? Didn't we just go through this stupidity with every oil person saying that we'd be, I mean, we were supposed to be out of gasoline in California during July. So, if people are that wrong, and now we're six, seven months from the beginning of the war, And we've now heard that they're building pipelines so that Hormuz is not as important or not important at all at some point three years from now. Why do you don't think the market is smart enough to look through this?
But most importantly, again, I'll say it. If earnings were only growing 5% a year, And if the economy was sensitive to interest rates because what was driving the economy was like what was driving the economy before the great financial crisis, which was housing, rate-sensitive stuff, I'd worry.
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Chapters
4 chapters
1
What is the main topic discussed in this episode?
0:00–4:21
2
Why does the host say interest rates might not matter anymore?
4:21–22:26
3
What is the difference between static and dynamic investors?
22:26–42:08
4
How are AI agents reshaping the market structure compared to hedge funds and retail traders?
42:08–53:37
Speakers
2 identifiedMore from The Pomp Podcast
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