Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down why the macro doomers are wrong about rates, whether OpenAI and Anthropic are slowing down, and why the explosion of personal AI agents needs crypto rails. We also discuss Wall Street's growing crypto FOMO, the bitcoin setup heading into Q4, and what Jordi calls the "micron moment."

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0:00 - Intro
1:02 - Why the macro doomers are wrong on rates
3:23 - Homebuilders, autos & the new economy
5:54 - Tech dominance & why AI ignores rates
11:10 - Are OpenAI & Anthropic slowing down?
22:15 - The personal AI agent explosion
26:08 - Why AI agents need crypto
29:22 - Wall Street FOMO for crypto
32:44 - Bitcoin bull trend & this week's macro data
35:52 - Why crypto wins the fourth quarter
38:14 - AI to bitcoin rotation & the VisserLabs index
45:52 - The micron moment for crypto

Is Bitcoin About to Shock Everyone in Q4? | Jordi Visser

The Pomp Podcast

Is Bitcoin About to Shock Everyone in Q4? | Jordi Visser