Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we discuss Oracle going up 40%, what is going on in the stock market, what will happen with interest rates, job revision, AI, bitcoin, interest rates, and where asset prices could be headed.

=====================

Markets are at all-time highs. Public equities are outperforming. And individual investors are driving it all. It’s officially the rise of the retail investor. On September 12th in NYC, I’m hosting the Independent Investor Summit — a one-day event built exclusively for self-directed investors. We’re bringing together some of the smartest public market investors I know for a full day of macro insights, market predictions, one-on-one fireside chats, and actionable investment ideas from each investor. This is going to be an absolute banger event. Join us if you like markets and think retail is two steps ahead of Wall Street.👉 TICKETS: ⁠⁠⁠⁠⁠https://www.independentinvestor.co/⁠⁠⁠⁠⁠ (use promo code POMPYT25)

======================

Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: ⁠⁠⁠⁠⁠http://pompdesk.com/⁠⁠⁠⁠⁠

======================

This episode is brought to you by Figure ⁠⁠⁠⁠⁠(https://figuremarkets.co/pomp)⁠⁠⁠⁠⁠, the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers Crypto-Backed Loans, allowing you to borrow against your Bitcoin or Ethereum with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event.Your BTC collateral is protected by decentralized MPC custody. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault on chain. Unlock your crypto’s potential today. Visit their app to apply ⁠⁠⁠⁠⁠(https://figuremarkets.co/pomp)⁠⁠⁠⁠⁠ for a Crypto Backed Loan today! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. Visit figure.com for more information. Figure Markets Credit LLC. 650 S. Tryon Street, 8th Floor, Charlotte, NC 28202. (888) 926-6259. NMLS ID 2559612. Terms and conditions apply. Visit ⁠⁠⁠⁠⁠https://figuremarkets.com/borrow⁠⁠⁠⁠⁠ for more information.

======================

Bitwise is one of the largest and fastest-growing crypto asset managers. As of December 31, 2021, the company managed over $1.3 billion across an expanding suite of investment solutions, which include the world's largest crypto index fund and other innovative products spanning Bitcoin, Ethereum, DeFi, and crypto equities. Whether you’re an individual, advisor, or institution, Bitwise provides intelligent access to crypto with your unique circumstances in mind. Visit ⁠⁠⁠⁠⁠https://bitwiseinvestments.com/⁠⁠⁠⁠⁠ to learn more. Certain of the Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit ⁠⁠⁠⁠⁠https://bitwiseinvestments.com/disclosures⁠⁠⁠⁠⁠ to learn more.

======================

TimeStamps:

0:00 - Intro
1:53 - Why are there massive moves in the stock market?
4:32 - What’s going on with inflation and tariffs
10:19 - Is there an argument to be bearish?
13:42 - Is there a possibility of a recession?
17:16 - Humans are now competing against machines
22:13 - Job growth revised down by 911,000
26:44 - Mortgage market and will homes become more affordable?
29:06 - How does US win AI race?
34:52 - What is happening with interest rates?
38:52 - Takeaways from Robinhood event
43:43 - What will happen with bitcoin?

Recession Is Cancelled: Why Bitcoin & Stocks Will Explode | Jordi Visser