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I sat down with Jordi Visser this week to unpack the latest market pullback, including why prices are dropping, why investor fear has spiked, and whether this is the start of a bear market or simply a healthy correction. We also break down asset performance, where Jordi sees opportunity,...

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Anthony Pompliano 🌪

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115,851 Aufrufe • vor 9 Monaten •via X (Twitter)

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I sat down with Jordi Visser this week to discuss the recent sell-off in asset prices, including why the absence of a clear catalyst matters, how it may change the way you think about your portfolio, and where Jordi believes capital could rotate over the next 12–16 months. We also dig into Bitcoin’s lackluster performance, whether investors should be worried, and how to interpret the current market environment. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:55 - Why assets are selling off with no clear catalyst 7:21 - Will markets stabilize into year-end? 9:30 - The CoreWeave bottleneck & AI infrastructure limits 11:43 - The next big theme: AI + pharmaceuticals 17:59 - Innovation waves: humanoids, pharma, bitcoin 24:10 - Bitcoin sentiment, distribution & long-term thesis 37:38 - Jordi’s winners through 2026
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I sat down with Jordi Visser this week to discuss the recent sell-off in asset prices, including why the absence of a clear catalyst matters, how it may change the way you think about your portfolio, and where Jordi believes capital could rotate over the next 12–16 months. We also dig into Bitcoin’s lackluster performance, whether investors should be worried, and how to interpret the current market environment. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:55 - Why assets are selling off with no clear catalyst 7:21 - Will markets stabilize into year-end? 9:30 - The CoreWeave bottleneck & AI infrastructure limits 11:43 - The next big theme: AI + pharmaceuticals 17:59 - Innovation waves: humanoids, pharma, bitcoin 24:10 - Bitcoin sentiment, distribution & long-term thesis 37:38 - Jordi’s winners through 2026

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My conversation with Jordi Visser this week covers the horrible 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. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:55 - Current state of the economy 8:23 - Has the fed and government outlawed bear markets? 10:36 - What is going on with bitcoin? 21:44 - Tesla, humanoid robots, & Elon Musk 35:34 - Should we be worried about electricity prices? 38:48 - What can be done about the national housing crisis? 43:40 - Trump administration communication style 48:57 - Should fed cut 50 bps?

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