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I sat down with Jordi Visser to discuss: - the recent weakness from hyperscalers - the rise of open source models - what the Mythos/Fable 5 situation means for governments and investors - Kevin Warsh's first Fed press conference - where inflation is actually headed - why bitcoin is...

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Anthony Pompliano 🌪

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88,053 次观看 • 27 天前 •via X (Twitter)

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I sat down with Jordi Visser (Jordi Visser) to discuss the market reaction to interest rate cuts, the rise of retail investing, Oracle, bitcoin, and how AI will change the future. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 0:46 - Fed cuts 25bps and the market reaction 5:54 - Retail and the new generation of investing 17:01 - Oracle up 40% and AI infrastructure 24:45 - Bitcoin, AI, and the fourth turning 34:51 - Areas where AI will bring abundance 44:06 - Takeaways and how to embrace AI
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I sat down with Jordi Visser (Jordi Visser) to discuss the market reaction to interest rate cuts, the rise of retail investing, Oracle, bitcoin, and how AI will change the future. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 0:46 - Fed cuts 25bps and the market reaction 5:54 - Retail and the new generation of investing 17:01 - Oracle up 40% and AI infrastructure 24:45 - Bitcoin, AI, and the fourth turning 34:51 - Areas where AI will bring abundance 44:06 - Takeaways and how to embrace AI

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I spoke with Jordi Visser this week to break down: - AI mid-cycle slowdown - $90 trillion AI infrastructure buildout - memory and Micron's role in AI bottleneck - Fed under Warsh - what rate cuts could mean for markets - why bitcoin is positioned to be the best performing assets once the negatives of AI start to show up YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:20 - Has bitcoin bottomed? 6:03 - Bitcoin vs the Mag 7: is the correlation breaking? 9:00 - Sam Altman, OpenAI & the government getting involved 11:11 - American open source vs Chinese AI models 14:28 - AI compute demand & the infrastructure buildout 20:37 - AI slowdown: how bad, how long? 22:44 - Where do markets go from here? 27:30 - AI agents in the workplace & security risk 34:50 - Memory, Micron & the AI bottleneck 39:53 - The next 10-20 years: robots, AI & society 44:18 - The Fed, rate cuts & inflation's impact on AI 49:55 - Why bitcoin wins in the end
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I spoke with Jordi Visser this week to break down: - AI mid-cycle slowdown - $90 trillion AI infrastructure buildout - memory and Micron's role in AI bottleneck - Fed under Warsh - what rate cuts could mean for markets - why bitcoin is positioned to be the best performing assets once the negatives of AI start to show up YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:20 - Has bitcoin bottomed? 6:03 - Bitcoin vs the Mag 7: is the correlation breaking? 9:00 - Sam Altman, OpenAI & the government getting involved 11:11 - American open source vs Chinese AI models 14:28 - AI compute demand & the infrastructure buildout 20:37 - AI slowdown: how bad, how long? 22:44 - Where do markets go from here? 27:30 - AI agents in the workplace & security risk 34:50 - Memory, Micron & the AI bottleneck 39:53 - The next 10-20 years: robots, AI & society 44:18 - The Fed, rate cuts & inflation's impact on AI 49:55 - Why bitcoin wins in the end

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I spoke with Jordi Visser this week about the latest Fed decision, rate cuts, and their impact on bitcoin and public equities. We also went deep on the AI landscape, including where value is emerging, where risks remain, and how investors should be thinking about positioning for 2026. Enjoy! Youtube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:52 - Fed decision, rate cut & initial market reaction 5:45 - How equities & bitcoin reacted 9:32 - Identifying the next consensus trade & AI progress 15:44 - When is AI escape velocity? 20:34 - Impact of open-source vs closed-source models 26:28 - How hedge funds are actually using AI 30:40 - Small business stress, economic transition & IPO wave 37:20 - Biggest risks, corrections & market volatility ahead 42:00 - The next AI cycle: chips, power & real-world systems 45:50 - Preview for Jordi’s next video
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I spoke with Jordi Visser this week about the latest Fed decision, rate cuts, and their impact on bitcoin and public equities. We also went deep on the AI landscape, including where value is emerging, where risks remain, and how investors should be thinking about positioning for 2026. Enjoy! Youtube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:52 - Fed decision, rate cut & initial market reaction 5:45 - How equities & bitcoin reacted 9:32 - Identifying the next consensus trade & AI progress 15:44 - When is AI escape velocity? 20:34 - Impact of open-source vs closed-source models 26:28 - How hedge funds are actually using AI 30:40 - Small business stress, economic transition & IPO wave 37:20 - Biggest risks, corrections & market volatility ahead 42:00 - The next AI cycle: chips, power & real-world systems 45:50 - Preview for Jordi’s next video

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103,029 次观看 • 7 个月前

I sat down with Jordi Visser to discuss why bitcoin is down 50%, whether the bear market is over, why he's still buying through the dip, how AI agents will drive bitcoin adoption, and why the rotation from AI hardware to human software is the biggest investment opportunity right now. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:45 - Why bitcoin is down 50% & is the bear market over? 6:48 - What would convince Jordi to sell his bitcoin? 9:07 - Bitcoin as the S&P 500 of crypto 14:02 - Why bitcoin is safer than any company past 2030 17:45 - Bitcoin volatility vs. the stock market 22:22 - The five-layer AI stack & where revenues are missing 26:22 - Token budgets & the shift to specialized AI 35:10 - Are LLMs now commoditized? 40:30 - Peptides as the API key for the human body 49:24 - Healthcare, entitlements & the future outlook 55:12 - Jordi’s upcoming video & final thoughts
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I sat down with Jordi Visser to discuss why bitcoin is down 50%, whether the bear market is over, why he's still buying through the dip, how AI agents will drive bitcoin adoption, and why the rotation from AI hardware to human software is the biggest investment opportunity right now. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:45 - Why bitcoin is down 50% & is the bear market over? 6:48 - What would convince Jordi to sell his bitcoin? 9:07 - Bitcoin as the S&P 500 of crypto 14:02 - Why bitcoin is safer than any company past 2030 17:45 - Bitcoin volatility vs. the stock market 22:22 - The five-layer AI stack & where revenues are missing 26:22 - Token budgets & the shift to specialized AI 35:10 - Are LLMs now commoditized? 40:30 - Peptides as the API key for the human body 49:24 - Healthcare, entitlements & the future outlook 55:12 - Jordi’s upcoming video & final thoughts

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I spoke with Jordi Visser this week on why the stock market keeps hitting all-time highs, the AI-driven semiconductor supercycle, why software is losing to chips and power names, where bitcoin fits into the macro picture, the rise of tokenization, and how to think about inflation and the Fed. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 0:53 - Why the stock market keeps hitting all-time highs 4:37 - AI vs. software (who's winning & who's losing) 11:28 - Is this a bubble? Demand vs. supply dynamics 13:00 - Why crypto is lagging the AI trade & bitcoin setup 17:22 - The industrial revolution thesis & why stocks won't stop 20:40 - Inflation, the Fed & politics 32:00 - How to use AI to get ahead 33:08 - The compute cost problem & AI model wars 48:13 - Retail vs. institutional investors — who has the edge 50:39 - Where to find Jordi's work
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I spoke with Jordi Visser this week on why the stock market keeps hitting all-time highs, the AI-driven semiconductor supercycle, why software is losing to chips and power names, where bitcoin fits into the macro picture, the rise of tokenization, and how to think about inflation and the Fed. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 0:53 - Why the stock market keeps hitting all-time highs 4:37 - AI vs. software (who's winning & who's losing) 11:28 - Is this a bubble? Demand vs. supply dynamics 13:00 - Why crypto is lagging the AI trade & bitcoin setup 17:22 - The industrial revolution thesis & why stocks won't stop 20:40 - Inflation, the Fed & politics 32:00 - How to use AI to get ahead 33:08 - The compute cost problem & AI model wars 48:13 - Retail vs. institutional investors — who has the edge 50:39 - Where to find Jordi's work

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I sat down with Jordi Visser to discuss why the Fed did not cut interest rates, how to think about inflation, Israel & Iran, how big bitcoin can get, AI, and Jordi's current market outlook. Enjoy! TIMESTAMPS: 0:00 - Intro 1:15 - How much will bitcoin be worth? 10:36 - Economic data and the Fed’s decision to not cut rates 19:33 - Legislation and the rise of stablecoins 31:24 - The power of AI and Perplexity 39:25 - Navigating Israel and Iran conflict 46:43 - Market outlook

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Is the President and his team intentionally tanking the market? Will the Fed raise their inflation target to 3% because they can't get inflation under control? I sat down to discuss these questions and more with Darius Dale today. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:25 - What is a market regime change? 2:52 - “Kitchen sinking” the economy 7:10 - Consumer confidence and market expectations 9:13 - Impact of Trump’s policies 10:44 - Inflation expectations 17:09 - Market outlook 19:03 - Crypto strategic reserve

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85,145 次观看 • 1 年前

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Jordi Visser (Jordi Visser) and I discuss why bitcoin is decoupling from software stocks, how it wins in both inflationary and deflationary environments, and the five scarcity-driven investment baskets Jordi is tracking right now. We also get into the AI agents shift, why public companies are struggling to adopt AI, and how to position a portfolio in a world of commodity shortages. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:54 - Bitcoin vs. software stocks decoupling? 5:43 - Inflation vs. deflation & what it means for bitcoin 12:35 - The 5 thematic investment baskets 23:27 - Real-time information & podcasts vs reading 33:27 - AI security, hacking & what it means for bitcoin 36:15 - Anthropic vs. OpenAI vs. Meta — the model race 42:15 - Contracted annual run rate & the revenue illusion 45:35 - Jordi's scarcity trader worldview 49:03 - The fourth turning, politics & generational change

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37,737 次观看 • 2 个月前

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119,268 次观看 • 3 个月前

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52:03

I sat down with Jordi Visser to discuss $TSLA robo-taxis, inflation, interest rates, and the U.S.–China trade dynamic. Jordi also shares how he’s positioning his portfolio, and what Bitcoin, gold, and market psychology reveal about where asset prices are headed next. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:45 - Tesla and the rise of robotaxis 14:39 - How AI, abundance, and bitcoin connect 20:11 - Generational divide and government control 22:20 - Why AI adoption mirrors Bitcoin adoption 25:06 - Gold’s parabolic run and sharp pullback 28:33 - China–US trade deal impact on gold and markets 36:28 - Layoffs, future of automation, and wealth effect 42:12 - Who could be selling bitcoin right now? 48:04 - The inevitability of AI and the next wave of innovation

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117,084 次观看 • 8 个月前

I spoke with Jordi Visser about why AI is creating massive shortages in chips, energy, and commodities, including what that means for inflation and markets. We also discuss why stocks keep hitting new highs despite economic pressure, how scarcity is becoming the most important investing theme, and why bitcoin could be setting up for a major move. YouTube: Apple: TIMESTAMPS: 0:00 - Intro 1:08 - Why stocks keep hitting all-time highs 5:44 - AI shortages & supply constraints 8:15 - Why dips don’t last (V-shaped market) 10:15 - Inflation vs deflation debate 21:35 - Semiconductors = key commodity 30:05 - Running out of compute (chips & power) 34:45 - AI demand surge & what future looks like 48:31 - Bitcoin outlook.. could it explode higher?
57:40

I spoke with Jordi Visser about why AI is creating massive shortages in chips, energy, and commodities, including what that means for inflation and markets. We also discuss why stocks keep hitting new highs despite economic pressure, how scarcity is becoming the most important investing theme, and why bitcoin could be setting up for a major move. YouTube: Apple: TIMESTAMPS: 0:00 - Intro 1:08 - Why stocks keep hitting all-time highs 5:44 - AI shortages & supply constraints 8:15 - Why dips don’t last (V-shaped market) 10:15 - Inflation vs deflation debate 21:35 - Semiconductors = key commodity 30:05 - Running out of compute (chips & power) 34:45 - AI demand surge & what future looks like 48:31 - Bitcoin outlook.. could it explode higher?

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38,458 次观看 • 3 个月前

A New Episode of the Hivemind is Live! This week Tommy joins us to debate whether AI frontier companies can justify their valuations, the rise of open-source AI, and where enterprise spending is actually going. We also cover SpaceX’s IPO, Hyperliquid’s growth, and the latest around Zcash’s private Bitcoin thesis. Timestamps: 00:00 Introduction & Market Outlook 05:00 OpenAI, Anthropic & Enterprise AI Spending 08:53 Open Source vs Frontier Models 24:41 Are We In An AI Bubble? 35:17 SpaceX IPO & Equity Issuance 38:13 AI Regulation & Political Risk 53:36 Hyperliquid & HYPE 1:04:14 Zcash & The Private Bitcoin Thesis 1:13:16 Final Thoughts
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A New Episode of the Hivemind is Live! This week Tommy joins us to debate whether AI frontier companies can justify their valuations, the rise of open-source AI, and where enterprise spending is actually going. We also cover SpaceX’s IPO, Hyperliquid’s growth, and the latest around Zcash’s private Bitcoin thesis. Timestamps: 00:00 Introduction & Market Outlook 05:00 OpenAI, Anthropic & Enterprise AI Spending 08:53 Open Source vs Frontier Models 24:41 Are We In An AI Bubble? 35:17 SpaceX IPO & Equity Issuance 38:13 AI Regulation & Political Risk 53:36 Hyperliquid & HYPE 1:04:14 Zcash & The Private Bitcoin Thesis 1:13:16 Final Thoughts

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21,214 次观看 • 29 天前

I sat down with Jordi Visser at Bitcoin Investor Week to discuss why software stocks are losing their moats, how AI is driving deflation, and why capital is rotating toward scarce assets. We explore hyperscalers, data centers, AI agents, and why bitcoin may emerge as the only true growth asset in a world of abundant intelligence. YouTube: Spotify: Apple: TIMESTAMP: 0:00 - Intro 0:56 – Cathie Wood’s AI take & why Jordi disagrees 4:30 – Why Big Tech may struggle to monetize AI 6:57 – Deflation vs disinflation in an AI-driven economy 10:08 – What investors should actually do right now 14:12 – The scarcity trade & why bitcoin stands out 16:25 – How investors can use AI to gain an edge 19:16 – Where to follow Jordi Visser & his work
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I sat down with Jordi Visser at Bitcoin Investor Week to discuss why software stocks are losing their moats, how AI is driving deflation, and why capital is rotating toward scarce assets. We explore hyperscalers, data centers, AI agents, and why bitcoin may emerge as the only true growth asset in a world of abundant intelligence. YouTube: Spotify: Apple: TIMESTAMP: 0:00 - Intro 0:56 – Cathie Wood’s AI take & why Jordi disagrees 4:30 – Why Big Tech may struggle to monetize AI 6:57 – Deflation vs disinflation in an AI-driven economy 10:08 – What investors should actually do right now 14:12 – The scarcity trade & why bitcoin stands out 16:25 – How investors can use AI to gain an edge 19:16 – Where to follow Jordi Visser & his work

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44,385 次观看 • 5 个月前

I sat down with Jordi Visser to discuss why bitcoin is the purest AI trade available in the market, breakdown of energy infrastructure, how to invest amid the government shutdown, the Fed/interest rates, and why prediction markets and tokenization are two big themes moving forward. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:04 - Why bitcoin is the purest AI trade 11:43 - The impact of new energy infrastructure 16:53 - How Base Power is building a decentralized grid and other opportunities for investors 23:49 - Why retail spots themes before institutions 32:33 - Retail orange-pilling each other in public 37:25 - What is the impact of government shutdown on financial markets? 40:25 - The rise of prediction markets and tokenization 49:28 - Where to follow Jordi on the internet
50:43

I sat down with Jordi Visser to discuss why bitcoin is the purest AI trade available in the market, breakdown of energy infrastructure, how to invest amid the government shutdown, the Fed/interest rates, and why prediction markets and tokenization are two big themes moving forward. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:04 - Why bitcoin is the purest AI trade 11:43 - The impact of new energy infrastructure 16:53 - How Base Power is building a decentralized grid and other opportunities for investors 23:49 - Why retail spots themes before institutions 32:33 - Retail orange-pilling each other in public 37:25 - What is the impact of government shutdown on financial markets? 40:25 - The rise of prediction markets and tokenization 49:28 - Where to follow Jordi on the internet

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110,012 次观看 • 9 个月前

I spoke with Jordi Visser this week about the Federal Reserve, what is going to happen with artificial intelligence, future outlook for the stock market, and why interest rate cuts will be so bullish for bitcoin. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:02 - Where to find signal in the Federal Reserve 9:12 - AI impact on interest rates & jobs 16:35 - What does the young generation do? 21:57 - Any risks of rate cuts while rising PMI? 25:43 - Why is this good for bitcoin? 28:14 - How big can bitcoin’s market cap get? 33:05 - What will it take for people to sit in 100% bitcoin instead of cash? 38:17 - Where does the stock market go from here? 43:14 - Market outlook and why bitcoin
49:49

I spoke with Jordi Visser this week about the Federal Reserve, what is going to happen with artificial intelligence, future outlook for the stock market, and why interest rate cuts will be so bullish for bitcoin. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:02 - Where to find signal in the Federal Reserve 9:12 - AI impact on interest rates & jobs 16:35 - What does the young generation do? 21:57 - Any risks of rate cuts while rising PMI? 25:43 - Why is this good for bitcoin? 28:14 - How big can bitcoin’s market cap get? 33:05 - What will it take for people to sit in 100% bitcoin instead of cash? 38:17 - Where does the stock market go from here? 43:14 - Market outlook and why bitcoin

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96,156 次观看 • 10 个月前

I sat down with Dan Ives (Dan Ives) to discuss the SpaceX IPO, the AI trade across chips, software, and infrastructure, the US vs. China tech race, and what bitcoin's performance means as capital rotates into AI. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:00 - SpaceX IPO & the birth of a new sector 3:23 - SpaceX + Tesla merger thesis 5:51 - The AI backlash & Big Tech's PR problem 11:53 - US vs. China: who's actually winning in AI? 15:03 - Robotics, self-driving cars & physical AI 19:55 - How to invest in AI: chips, software & infrastructure 28:34 - New Fed chair, rates & macro risks 32:45 - Bitcoin vs. AI: capital rotation 37:55 - On-the-ground intel from Asia & Taiwan 40:06 - Any concerns with AI? 44:18 - Apple's AI strategy & Tim Cook stepping down 46:52 - The Ives AI ETF & portfolio construction
52:24

I sat down with Dan Ives (Dan Ives) to discuss the SpaceX IPO, the AI trade across chips, software, and infrastructure, the US vs. China tech race, and what bitcoin's performance means as capital rotates into AI. YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:00 - SpaceX IPO & the birth of a new sector 3:23 - SpaceX + Tesla merger thesis 5:51 - The AI backlash & Big Tech's PR problem 11:53 - US vs. China: who's actually winning in AI? 15:03 - Robotics, self-driving cars & physical AI 19:55 - How to invest in AI: chips, software & infrastructure 28:34 - New Fed chair, rates & macro risks 32:45 - Bitcoin vs. AI: capital rotation 37:55 - On-the-ground intel from Asia & Taiwan 40:06 - Any concerns with AI? 44:18 - Apple's AI strategy & Tim Cook stepping down 46:52 - The Ives AI ETF & portfolio construction

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673,405 次观看 • 1 个月前

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, and the signals that could mark a reversal. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:54 - Why is fear spiking? What’s driving the sell-off? 4:57 - Expectations vs. reality + seasonality trend 9:31 - Nvidia beats… so why did markets still sell off? 13:22 – Is Bitcoin’s 30–35% drawdown normal? 18:24 - Why this sell-off feels different 23:48 - Fed December rate cut, jobs data, & midterms 29:34 - What signals would mark a real market reversal? 33:12 - AI, leverage, and private credit 37:44 - Innovation drives the market long-term 44:26 - Thanksgiving break announcement
46:16

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, and the signals that could mark a reversal. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:54 - Why is fear spiking? What’s driving the sell-off? 4:57 - Expectations vs. reality + seasonality trend 9:31 - Nvidia beats… so why did markets still sell off? 13:22 – Is Bitcoin’s 30–35% drawdown normal? 18:24 - Why this sell-off feels different 23:48 - Fed December rate cut, jobs data, & midterms 29:34 - What signals would mark a real market reversal? 33:12 - AI, leverage, and private credit 37:44 - Innovation drives the market long-term 44:26 - Thanksgiving break announcement

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115,851 次观看 • 7 个月前

Jordi Visser (Jordi Visser) has been on fire lately with his analysis of markets. In this conversation we talk about a potential bitcoin upside collapse, global liquidity, national debt, bonds, AI, Nvidia, and is the US being quiet about the bitcoin reserve as a strategic move? YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:05 - What is driving bitcoin price higher? 8:42 - Bitcoin upside collapose? 14:33 - Bitcoin correlation to global liquidity, debt, & bonds 21:55 - Expectation for AI & Nvidia earnings 24:59 - Impact of AI on national debt 28:20 - What could be some capital controls? 30:39 - What is a bear case for bitcoin? 32:51 - The right way for US to acquire bitcoin 36:37 - Retail vs institutions
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Jordi Visser (Jordi Visser) has been on fire lately with his analysis of markets. In this conversation we talk about a potential bitcoin upside collapse, global liquidity, national debt, bonds, AI, Nvidia, and is the US being quiet about the bitcoin reserve as a strategic move? YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:05 - What is driving bitcoin price higher? 8:42 - Bitcoin upside collapose? 14:33 - Bitcoin correlation to global liquidity, debt, & bonds 21:55 - Expectation for AI & Nvidia earnings 24:59 - Impact of AI on national debt 28:20 - What could be some capital controls? 30:39 - What is a bear case for bitcoin? 32:51 - The right way for US to acquire bitcoin 36:37 - Retail vs institutions

Anthony Pompliano 🌪

63,272 次观看 • 1 年前

Bitcoin and AI will define the next stage of the bull market. I sat down with Anthony Pompliano 🌪 to discuss $BTC's sideways trading, the slowing labor market, geopolitical risks, the Fed’s policy errors, and how to leverage AI for the new era. This conversation with Pomp is a must-listen. It is packed with unique insights you will not find anywhere else. TIMESTAMPS: 0:00 - Bitcoin vs Gold 3:16 - Jobs Data and AI Impact 5:41 - Fed outlook, rate cuts 10:06 - Oil prices vs deflation 14:19 - Why consensus is wrong 19:40 - AI skills for the new era 23:03 - Conclusion
23:09

Bitcoin and AI will define the next stage of the bull market. I sat down with Anthony Pompliano 🌪 to discuss $BTC's sideways trading, the slowing labor market, geopolitical risks, the Fed’s policy errors, and how to leverage AI for the new era. This conversation with Pomp is a must-listen. It is packed with unique insights you will not find anywhere else. TIMESTAMPS: 0:00 - Bitcoin vs Gold 3:16 - Jobs Data and AI Impact 5:41 - Fed outlook, rate cuts 10:06 - Oil prices vs deflation 14:19 - Why consensus is wrong 19:40 - AI skills for the new era 23:03 - Conclusion

Phil Rosen

16,782 次观看 • 4 个月前