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The Pomp Podcast

#1500 Jordi Visser | Why Bitcoin CRASHED After Trump Strategic Reserve News

The Pomp Podcast

Anthony Pompliano

Business, Investing

4.81.9K Ratings

🗓️ 8 March 2025

⏱️ 52 minutes

🧾️ Download transcript

Summary

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 talk about what is going on with tariffs, how it’s impacting the economy, how to think about the bitcoin strategic reserve, and what investors are currently thinking about. 

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Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

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Transcript

Click on a timestamp to play from that location

0:00.0

What's up, everyone? This is Anthony Pompliano. Many of you know me as Pomp. You're listening to the Pomp

0:07.7

podcast, which is my effort to find the most interesting people in the world and sit with them for hours while I ask questions in an effort to learn. So it would mean the world to me if you would subscribe to the show on your favorite audio platform, watch episodes on YouTube,

0:21.1

and tell your friends and family about the podcast. My goal is to help millions learn from the

0:26.5

world's most interesting people. So let's get in to today's episode. What's going on, guys?

0:31.2

We've got an amazing episode with Jordy Visser. He is somebody who spent a long time on Wall Street

0:35.9

in macro hedge funds, but now he sits at the intersection of macro, AI, Bitcoin, and all of these innovative technologies.

0:42.0

And he's become one of my trusted voices when I want to learn more about this.

0:45.7

In this conversation, we talk about what's going on with tariffs, how it's affecting the economy, how to think about the Bitcoin Strategic Reserve and what investors are thinking, both in the institutional

0:54.4

world and also in retail when it comes to all the different gyrations coming out of the

0:58.1

administration and asset price changes. This conversation touches on a lot, but that's how markets

1:03.6

work. So you have to understand not only the complex economic machine, but you also need to understand

1:08.0

things from technology and politics as well. So I hope you enjoyed today's conversation with Jordie Visser.

1:13.8

Anthony Pompleano runs Pomp Investments.

1:16.6

All views of him and the guests on his podcast are surely their opinions and do not reflect

1:21.4

the opinions of Pomp investments.

1:23.1

You should not treat any opinion expressed by Pomp or his guest as a specific

1:27.4

inducement to make

1:28.4

a particular investment or follow a particular strategy, but only as an expression of his personal

1:33.5

opinion. This podcast is for informational purposes only. It's no secret that Bitcoin ETFs have

1:39.5

taken Wall Street by Storm. With over $35 billion in assets in just one year, it's become the most successful

1:45.4

ETF launch in history. My partner Bitwise is the first and only Bitcoin ETF provider to

1:50.8

openly publish its Bitcoin wallet addresses, allowing anyone to verify the fund's holdings.

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