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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...

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Anthony Pompliano 🌪

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356,399 views • 8 months ago •via X (Twitter)

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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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38,982 views • 6 months ago

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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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44,316 views • 1 year ago

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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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 views • 10 months ago

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
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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
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189,980 views • 4 months ago

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
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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

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66,714 views • 1 year ago

I sat down with Will and Ben Harvey to discuss bitcoin treasury companies, including premiums, capital sources, debt levels, and bitcoin-per-share growth. Enjoy! TIMESTAMPS: 0:00 - Intro 1:12 - ‘Bitcoin treasuries uncovered’ takeaways 8:06 - Strategy’s bitcoin per share has grown 11x 11:27 - Altcoin vs bitcoin treasure companies 18:38 - Capital that is flowing into bitcoin treasure companies 20:49 - How to evaluate the performance of bitcoin treasure companies 24:04 - Current macro backdrop and market outlook 34:34 - Bitcoin dominance expectations 35:31 - Interest rate expectations 37:59 - Where to find the new bitcoin treasury report
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I sat down with Will and Ben Harvey to discuss bitcoin treasury companies, including premiums, capital sources, debt levels, and bitcoin-per-share growth. Enjoy! TIMESTAMPS: 0:00 - Intro 1:12 - ‘Bitcoin treasuries uncovered’ takeaways 8:06 - Strategy’s bitcoin per share has grown 11x 11:27 - Altcoin vs bitcoin treasure companies 18:38 - Capital that is flowing into bitcoin treasure companies 20:49 - How to evaluate the performance of bitcoin treasure companies 24:04 - Current macro backdrop and market outlook 34:34 - Bitcoin dominance expectations 35:31 - Interest rate expectations 37:59 - Where to find the new bitcoin treasury report

Anthony Pompliano 🌪

53,492 views • 11 months ago

"Prediction markets have basically killed the altcoin casino." The Wolf Of All Streets joins Jenn Sanasie to discuss why retail left alts, why $ZEC as "private Bitcoin" makes him want to puke, and where $BTC goes from here. 00:00 - Scott Melker Joins Markets Outlook 01:38 - Why Bitcoin Is Underrated 03:59 - Is Crypto Recreating the System It Was Built to Fight? 06:08 - Scott’s Bitcoin Origin Story 08:04 - Why This Market Feels Impossible to Read 10:07 - How Prediction Markets Killed the Altcoin Casino 13:33 - Teaching His Kids About Bitcoin and AI in a Complicated World 16:22 - AI Tokens and Zcash Outlook 18:33 - Zcash as Privacy Bitcoin: “It Makes Me Want to Puke” 19:46 - Scott's Bitcoin Price Outlook for the Rest of the Year
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"Prediction markets have basically killed the altcoin casino." The Wolf Of All Streets joins Jenn Sanasie to discuss why retail left alts, why $ZEC as "private Bitcoin" makes him want to puke, and where $BTC goes from here. 00:00 - Scott Melker Joins Markets Outlook 01:38 - Why Bitcoin Is Underrated 03:59 - Is Crypto Recreating the System It Was Built to Fight? 06:08 - Scott’s Bitcoin Origin Story 08:04 - Why This Market Feels Impossible to Read 10:07 - How Prediction Markets Killed the Altcoin Casino 13:33 - Teaching His Kids About Bitcoin and AI in a Complicated World 16:22 - AI Tokens and Zcash Outlook 18:33 - Zcash as Privacy Bitcoin: “It Makes Me Want to Puke” 19:46 - Scott's Bitcoin Price Outlook for the Rest of the Year

CoinDesk

22,771 views • 1 month ago

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
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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

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152,036 views • 1 year ago

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 views • 7 months ago

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 🌪

74,638 views • 3 months ago