正在加载视频...

视频加载失败

返回首页

I sat down with Thomas (Tom) Lee (not drummer) FundstratDirect.com to discuss whether AI is a bubble, why this may be the most hated stock market rally in history, and how misleading economic data shapes investor sentiment. Tom also shares his latest views on Bitcoin, Ethereum, and why innovation...

APompliano's profile picture

Anthony Pompliano 🌪

2,279,391 subscribers

356,552 次观看 • 10 个月前 •via X (Twitter)

新闻政治科学技术财经
LIVE

Anya Rossi• Live Now

Private livecam show

0 条评论

暂无评论

原始帖子的评论将显示在这里

相关视频

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
52:44

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

Anthony Pompliano 🌪

32,389 次观看 • 3 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

Anthony Pompliano 🌪

110,012 次观看 • 10 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
57:38

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

Anthony Pompliano 🌪

286,011 次观看 • 2 个月前

I sat with Polina M. Pompliano to discuss why socialism is the biggest threat to investor portfolios, and why the economy feels painful despite the stock market hitting all-time highs. We also discuss bitcoin, the Clarity Act, and Google's AI spending bet. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:52 - Interest rates, the Fed & the economy 6:28 - Why socialism is the #1 threat to investors 15:26 - Bitcoin price update & the Clarity Act 23:56 - AI's business model & Google's big bet 34:12 - Market sentiment, the cost-of-living crisis & gambling addiction 41:37 - Closing message: be nice
42:05

I sat with Polina M. Pompliano to discuss why socialism is the biggest threat to investor portfolios, and why the economy feels painful despite the stock market hitting all-time highs. We also discuss bitcoin, the Clarity Act, and Google's AI spending bet. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:52 - Interest rates, the Fed & the economy 6:28 - Why socialism is the #1 threat to investors 15:26 - Bitcoin price update & the Clarity Act 23:56 - AI's business model & Google's big bet 34:12 - Market sentiment, the cost-of-living crisis & gambling addiction 41:37 - Closing message: be nice

Anthony Pompliano 🌪

68,728 次观看 • 1 个月前

Crypto sentiment is at its worst level since the FTX collapse; the RSI is at an all-time low, Google searches are down, and the fear and greed index is screaming danger, so I sat down with my friend Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com), Fundstrat's (Fundstrat Capital) chief strategist and Bitmain's CEO, to get his honest take on where Bitcoin, Ethereum, and the entire crypto market go from here. If you're sitting on unrealized losses right now and wondering whether to hold or fold, this is the conversation you need to hear. Watch/Listen on X, YouTube, and Spotify. Timestamps 0:00 Tom Lee Introduction 1:12 Is capital being sucked out of crypto into AI? 3:05 Is Bitcoin in a 4-year cycle? 6:58 Tom Lee on Ethereum: "Price is lagging fundamentals." 8:55 Tom Lee: "AI agents might become wealthier than us." 9:46 Is Tom Lee worried about Quantum resistance in Bitcoin? 11:22 Anthony: "Michael Saylor has become the Bitcoin narrative." 14:35 Anthony's Bitmine bull vs bear case 18:21 Post-FTX conviction: Bitcoin went from $15K to $126K, what does that teach you? 21:47 Tom Lee: These are dark days, but July is a new month
23:01

Crypto sentiment is at its worst level since the FTX collapse; the RSI is at an all-time low, Google searches are down, and the fear and greed index is screaming danger, so I sat down with my friend Tom Lee (Thomas (Tom) Lee (not drummer) FundstratDirect.com), Fundstrat's (Fundstrat Capital) chief strategist and Bitmain's CEO, to get his honest take on where Bitcoin, Ethereum, and the entire crypto market go from here. If you're sitting on unrealized losses right now and wondering whether to hold or fold, this is the conversation you need to hear. Watch/Listen on X, YouTube, and Spotify. Timestamps 0:00 Tom Lee Introduction 1:12 Is capital being sucked out of crypto into AI? 3:05 Is Bitcoin in a 4-year cycle? 6:58 Tom Lee on Ethereum: "Price is lagging fundamentals." 8:55 Tom Lee: "AI agents might become wealthier than us." 9:46 Is Tom Lee worried about Quantum resistance in Bitcoin? 11:22 Anthony: "Michael Saylor has become the Bitcoin narrative." 14:35 Anthony's Bitmine bull vs bear case 18:21 Post-FTX conviction: Bitcoin went from $15K to $126K, what does that teach you? 21:47 Tom Lee: These are dark days, but July is a new month

Anthony Scaramucci

250,020 次观看 • 2 个月前

My brand new interview with Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com We discuss his bullish outlook on Bitcoin (new ATH this fall?), the national debt, Fed policy, corporate treasury boom, the U.S. acquiring Bitcoin and more. Let us know what you think in the comments below. Timecodes: 00:00 Tom Lee’s Market Outlook: Wall Street & U.S. Economy 1:27 Why Skepticism Is Good for the Markets 1:56 Why Tom Lee Is Bullish on Bitcoin and S&P 500 5:53 Government Debt: A Growing Economic Concern? 6:58 Should the Fed Cut Interest Rates? 8:46 What Happens If the Fed Lowers Rates? 9:38 Bitcoin Price Outlook: What’s Next? 10:47 Corporate Bitcoin Treasuries: Who’s Leading the Way? 12:45 Top Companies Holding Bitcoin in Treasury 14:04 Semler Scientific: Bitcoin as a Treasury Reserve 15:25 Fundstrat Strategy Breakdown: Key Offerings 18:48 Trump: “Bitcoin Is the New Oil” - What It Means 19:45 Can the U.S. Government Nationalize a Bitcoin Company? 22:57 Ethereum Investment: Why Tom Lee Is Buying 26:55 What Are the Risks of Holding Ethereum? 28:39 What Single Asset Would Tom Bet On?
31:46

My brand new interview with Tom Lee Thomas (Tom) Lee (not drummer) FundstratDirect.com We discuss his bullish outlook on Bitcoin (new ATH this fall?), the national debt, Fed policy, corporate treasury boom, the U.S. acquiring Bitcoin and more. Let us know what you think in the comments below. Timecodes: 00:00 Tom Lee’s Market Outlook: Wall Street & U.S. Economy 1:27 Why Skepticism Is Good for the Markets 1:56 Why Tom Lee Is Bullish on Bitcoin and S&P 500 5:53 Government Debt: A Growing Economic Concern? 6:58 Should the Fed Cut Interest Rates? 8:46 What Happens If the Fed Lowers Rates? 9:38 Bitcoin Price Outlook: What’s Next? 10:47 Corporate Bitcoin Treasuries: Who’s Leading the Way? 12:45 Top Companies Holding Bitcoin in Treasury 14:04 Semler Scientific: Bitcoin as a Treasury Reserve 15:25 Fundstrat Strategy Breakdown: Key Offerings 18:48 Trump: “Bitcoin Is the New Oil” - What It Means 19:45 Can the U.S. Government Nationalize a Bitcoin Company? 22:57 Ethereum Investment: Why Tom Lee Is Buying 26:55 What Are the Risks of Holding Ethereum? 28:39 What Single Asset Would Tom Bet On?

Natalie Brunell ⚡️

236,850 次观看 • 1 年前

LIVE NOW -- Benjamin Cowen on Where Crypto is Going in 2026 Is the crypto cycle already over? Ben Cowen returns to break down what a post-euphoria cycle looks like, why Bitcoin may have already topped, and how 2026 could play out across crypto, stocks, and macro. We explore the case for a prolonged bear market, why a true alt season may not arrive, and the narrow scenarios where Ethereum could still make a fleeting run at new highs. From Fed policy and labor markets to AI stealing investor attention, this episode maps the competing paths ahead and what patient investors should be watching next. [TIMESTAMPS] 0:00 Intro 0:49 Bitcoin's Cycle & its Implications 2:18 Ethereum's Performance & Expectations 8:58 Future Predictions for Ethereum 10:39 Comparing Ethereum to Tesla 12:32 The State of the Altcoin Market 18:26 Disappointment & Hope for ETH Holders 20:23 Macro Factors Affecting Crypto 24:37 Why No Euphoria This Cycle? 32:56 The Shift of Investor Attention 37:56 The Future of Crypto Cycles 44:16 The Need for Utility in Crypto 56:14 Gold vs. Bitcoin: A Comparison 59:45 Bitcoin's Unique Position in the Market 1:02:31 Patience and Strategy for Crypto Investors 1:06:01 Closing & Disclaimers
1:06:43

LIVE NOW -- Benjamin Cowen on Where Crypto is Going in 2026 Is the crypto cycle already over? Ben Cowen returns to break down what a post-euphoria cycle looks like, why Bitcoin may have already topped, and how 2026 could play out across crypto, stocks, and macro. We explore the case for a prolonged bear market, why a true alt season may not arrive, and the narrow scenarios where Ethereum could still make a fleeting run at new highs. From Fed policy and labor markets to AI stealing investor attention, this episode maps the competing paths ahead and what patient investors should be watching next. [TIMESTAMPS] 0:00 Intro 0:49 Bitcoin's Cycle & its Implications 2:18 Ethereum's Performance & Expectations 8:58 Future Predictions for Ethereum 10:39 Comparing Ethereum to Tesla 12:32 The State of the Altcoin Market 18:26 Disappointment & Hope for ETH Holders 20:23 Macro Factors Affecting Crypto 24:37 Why No Euphoria This Cycle? 32:56 The Shift of Investor Attention 37:56 The Future of Crypto Cycles 44:16 The Need for Utility in Crypto 56:14 Gold vs. Bitcoin: A Comparison 59:45 Bitcoin's Unique Position in the Market 1:02:31 Patience and Strategy for Crypto Investors 1:06:01 Closing & Disclaimers

Bankless

38,982 次观看 • 8 个月前

I sat down with Jan van Eck to discuss on private credit, gold, bitcoin, India, and the rise of ETFs. Jan manages $200 billion in assets and he did not hold back on explaining where he sees opportunity in the market for investors. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:14 - Private credit market & where the opportunity is 4:26 - ETF industry growth & what most people miss 6:09 - VanEck's history & gold as a core asset class 9:42 - AI, commodities & the infrastructure buildout 12:34 - Bitcoin vs. gold — why BTC hasn't kept up 22:22 - VanEck's big bet on India 28:49 - Navigating today's macro environment 34:06 - U.S. government debt & the Social Security crisis 38:12 - Balancing economic data & sentiment 44:31 - Corporate AI adoption & the token cost problem 49:28 - When will AI make investment decisions? 56:33 - Jan's father's legacy & what guides VanEck today
59:07

I sat down with Jan van Eck to discuss on private credit, gold, bitcoin, India, and the rise of ETFs. Jan manages $200 billion in assets and he did not hold back on explaining where he sees opportunity in the market for investors. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:14 - Private credit market & where the opportunity is 4:26 - ETF industry growth & what most people miss 6:09 - VanEck's history & gold as a core asset class 9:42 - AI, commodities & the infrastructure buildout 12:34 - Bitcoin vs. gold — why BTC hasn't kept up 22:22 - VanEck's big bet on India 28:49 - Navigating today's macro environment 34:06 - U.S. government debt & the Social Security crisis 38:12 - Balancing economic data & sentiment 44:31 - Corporate AI adoption & the token cost problem 49:28 - When will AI make investment decisions? 56:33 - Jan's father's legacy & what guides VanEck today

Anthony Pompliano 🌪

203,154 次观看 • 3 个月前

I sat down with Henrik Zeberg to discuss his macro outlook, K-shaped economy, inflation, a potential big tech bust coming, why the 4-year bitcoin cycle is not going anywhere, and what a monetary reset would look like. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:20 - Where are we in the macro cycle? 9:47 - Are we getting a blow off top in risk assets? 12:20 - Historical stock market valuations vs today 25:42 - What happens in the next 12 months if we are in a bubble? 29:07 - Is bitcoin 4 year cycle different this time? 33:39 - Thoughts on where inflation is going 37:35 - The framework for being a good investor for the next 10 years 41:09 - What does the monetary reset look like? 45:00 - How to prepare your investing portfolio
52:04

I sat down with Henrik Zeberg to discuss his macro outlook, K-shaped economy, inflation, a potential big tech bust coming, why the 4-year bitcoin cycle is not going anywhere, and what a monetary reset would look like. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 1:20 - Where are we in the macro cycle? 9:47 - Are we getting a blow off top in risk assets? 12:20 - Historical stock market valuations vs today 25:42 - What happens in the next 12 months if we are in a bubble? 29:07 - Is bitcoin 4 year cycle different this time? 33:39 - Thoughts on where inflation is going 37:35 - The framework for being a good investor for the next 10 years 41:09 - What does the monetary reset look like? 45:00 - How to prepare your investing portfolio

Anthony Pompliano 🌪

47,675 次观看 • 11 个月前

I sat down with Matt Hougan, CIO of @BitwiseInvest, the firm managing $15 billion in crypto assets. He told me the 4-year cycle is self-fulfilling. That Bitcoin holders sold in anticipation of the crash and created it themselves. "You haven't seen anything yet. This is the pregame. The game hasn't started yet." Very pleased to have Matt on New Era Finance Podcast. TIMESTAMPS: 0:00 Introduction 0:38 Why Bitcoin really collapsed 5:16 Paper Bitcoin vs physical demand 7:44 Gold stole Bitcoin's spotlight 9:44 Why gold's rally is actually bullish for Bitcoin 11:40 The 4-year cycle is dead — here's the data 15:07 How institutions invest differently 15:55 Institutions are licking their chops 17:19 Why central banks bought gold (and will buy Bitcoin) 20:52 Stablecoins will onboard billions 24:47 What Trump actually delivered for crypto 28:55 The Genius Act: "You haven't seen anything yet" 30:13 Will the Clarity Act pass? 32:09 Quantum FUD is slowing institutions 36:59 Every AI scenario leads back to Bitcoin 41:03 What will drag us out of this crypto winter 44:30 Is the market undervaluing Ethereum? 47:43 The Mount Rushmore of crypto: BTC, ETH, SOL, LINK 51:14 Best advice for a 25-year-old investor 52:55 How to stay sane in a bear market
58:45

I sat down with Matt Hougan, CIO of @BitwiseInvest, the firm managing $15 billion in crypto assets. He told me the 4-year cycle is self-fulfilling. That Bitcoin holders sold in anticipation of the crash and created it themselves. "You haven't seen anything yet. This is the pregame. The game hasn't started yet." Very pleased to have Matt on New Era Finance Podcast. TIMESTAMPS: 0:00 Introduction 0:38 Why Bitcoin really collapsed 5:16 Paper Bitcoin vs physical demand 7:44 Gold stole Bitcoin's spotlight 9:44 Why gold's rally is actually bullish for Bitcoin 11:40 The 4-year cycle is dead — here's the data 15:07 How institutions invest differently 15:55 Institutions are licking their chops 17:19 Why central banks bought gold (and will buy Bitcoin) 20:52 Stablecoins will onboard billions 24:47 What Trump actually delivered for crypto 28:55 The Genius Act: "You haven't seen anything yet" 30:13 Will the Clarity Act pass? 32:09 Quantum FUD is slowing institutions 36:59 Every AI scenario leads back to Bitcoin 41:03 What will drag us out of this crypto winter 44:30 Is the market undervaluing Ethereum? 47:43 The Mount Rushmore of crypto: BTC, ETH, SOL, LINK 51:14 Best advice for a 25-year-old investor 52:55 How to stay sane in a bear market

Michaël van de Poppe

190,693 次观看 • 5 个月前

This week's conversation with Jordi Visser is a doozy. New all-time highs in stocks, bitcoin and gold are likely to bring even higher prices in the second half of the year. We explain what is happening and where investment returns are likely to be found over the next 6 months. Enjoy! TIMESTAMPS: 0:00 - Intro 0:53 - What is driving bitcoin higher? 9:23 - Will bitcoin drive the stock market higher? 12:34 - Intersection of fiat, AI, & crypto 13:46 - PMI data & China trade deal 17:05 - Shift into high momentum stocks 25:38 - US dollar outlook 28:17 - Will we get a shadow Fed Chair? 29:59 - Evaluating the economic policies of Trump administration 33:24 - What is going on with tariffs? 36:19 - Is Jordi worried about anything in the market? 41:15 - Grok 4 & Elon Musk 43:37 - Where to follow Jordi
44:40

This week's conversation with Jordi Visser is a doozy. New all-time highs in stocks, bitcoin and gold are likely to bring even higher prices in the second half of the year. We explain what is happening and where investment returns are likely to be found over the next 6 months. Enjoy! TIMESTAMPS: 0:00 - Intro 0:53 - What is driving bitcoin higher? 9:23 - Will bitcoin drive the stock market higher? 12:34 - Intersection of fiat, AI, & crypto 13:46 - PMI data & China trade deal 17:05 - Shift into high momentum stocks 25:38 - US dollar outlook 28:17 - Will we get a shadow Fed Chair? 29:59 - Evaluating the economic policies of Trump administration 33:24 - What is going on with tariffs? 36:19 - Is Jordi worried about anything in the market? 41:15 - Grok 4 & Elon Musk 43:37 - Where to follow Jordi

Anthony Pompliano 🌪

38,741 次观看 • 1 年前

Financial markets were broken by the Federal Reserve. It is very unlikely we will see bear markets that last 18-months or longer. I sit down with Phil Rosen to discuss how this happened and why smart investors are buying assets and holding for the long-term. Enjoy! YouTube: Apple: Spotify: 0:00 - Intro 0:35 - Massive Year in Bitcoin & S&P 500 6:45 - Forever Bull Market?? 20:00 - Risks Of Perpetual Bull Market? 27:00 - The Feds Role 38:00 - Why We Will Never Go Back To Multi-Year Bear Market
42:32

Financial markets were broken by the Federal Reserve. It is very unlikely we will see bear markets that last 18-months or longer. I sit down with Phil Rosen to discuss how this happened and why smart investors are buying assets and holding for the long-term. Enjoy! YouTube: Apple: Spotify: 0:00 - Intro 0:35 - Massive Year in Bitcoin & S&P 500 6:45 - Forever Bull Market?? 20:00 - Risks Of Perpetual Bull Market? 27:00 - The Feds Role 38:00 - Why We Will Never Go Back To Multi-Year Bear Market

Anthony Pompliano 🌪

66,714 次观看 • 1 年前

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

Anthony Pompliano 🌪

115,851 次观看 • 9 个月前

Bitcoin has the most significant moat in the world. This is how Jordi Visser thinks about the asset compared to other investment opportunities. Given his 30+ years on Wall Street, that is not an insignificant statement. Add in the acceleration of artificial intelligence and you have an exciting time to be investing right now. We discuss shifts in sentiment, various economic policies, and how humanoid robots are going to change the world. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:20 - Bitcoin is a moat? 5:18 - AI disruption 15:20 - CHIPS Act impact on the market 19:35 - Evaluating what data to believe 23:58 - Market outlook 32:56 - Robots are coming 36:35 - Areas of the market that are undervalued
40:01

Bitcoin has the most significant moat in the world. This is how Jordi Visser thinks about the asset compared to other investment opportunities. Given his 30+ years on Wall Street, that is not an insignificant statement. Add in the acceleration of artificial intelligence and you have an exciting time to be investing right now. We discuss shifts in sentiment, various economic policies, and how humanoid robots are going to change the world. Enjoy! YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:20 - Bitcoin is a moat? 5:18 - AI disruption 15:20 - CHIPS Act impact on the market 19:35 - Evaluating what data to believe 23:58 - Market outlook 32:56 - Robots are coming 36:35 - Areas of the market that are undervalued

Anthony Pompliano 🌪

152,036 次观看 • 1 年前

I sat down with Arthur Hayes to discuss the Iran conflict, bitcoin, gold, oil, inflation, deflation, decentralized exchanges, prediction markets, privacy coins, and why he thinks insider trading should be legal. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:49 - Iran war & oil market reaction 5:30 - Inflation vs deflation breakdown 7:42 - Why the Fed will always print money 9:08 - Gold vs bitcoin & global trade shift 14:20 - Arthur Hayes portfolio strategy 17:54 - Hyperliquid & the future of trading 24:20 - Insider trading should be legal? 27:59 - Why bitcoin doesn’t need institutions 32:09 - Zcash & privacy in crypto 35:23 - What Arthur is bearish on in crypto 40:30 - How big Hyperliquid can get 42:24 - Will prediction markets be successful? 46:45 - Final market outlook
49:52

I sat down with Arthur Hayes to discuss the Iran conflict, bitcoin, gold, oil, inflation, deflation, decentralized exchanges, prediction markets, privacy coins, and why he thinks insider trading should be legal. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:49 - Iran war & oil market reaction 5:30 - Inflation vs deflation breakdown 7:42 - Why the Fed will always print money 9:08 - Gold vs bitcoin & global trade shift 14:20 - Arthur Hayes portfolio strategy 17:54 - Hyperliquid & the future of trading 24:20 - Insider trading should be legal? 27:59 - Why bitcoin doesn’t need institutions 32:09 - Zcash & privacy in crypto 35:23 - What Arthur is bearish on in crypto 40:30 - How big Hyperliquid can get 42:24 - Will prediction markets be successful? 46:45 - Final market outlook

Anthony Pompliano 🌪

74,883 次观看 • 4 个月前