Jordi Visser is a macro investor with over 30 years of Wall Street experience and the writer behind the VisserLabs Substack. In this conversation, we break down the latest Fed decision, rate cuts, and their impact on bitcoin and public equities. Then we go deep into the AI landscape — where value is emerging, where risks remain, and how investors should be thinking about positioning for 2026.

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Timestamps:

0:00 – Intro
1:46 – Fed decision, rate cut & initial market reaction
6:39 – How equities & bitcoin reacted
10:26 – Identifying the next consensus trade & AI progress
16:38 – When is AI escape velocity?
21:28 – Impact of open-source vs closed-source models
27:22 – How hedge funds are actually using AI
31:34 – Small business stress, economic transition & IPO wave
38:14 – Biggest risks, corrections & market volatility ahead
42:54 – The next AI cycle: chips, power & real-world systems
46:44 – Preview for Jordi’s next video

How Fed Rate Cuts Affect Bitcoin, AI & The Market | Jordi Visser

The Pomp Podcast

How Fed Rate Cuts Affect Bitcoin, AI & The Market | Jordi Visser