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 the market reaction to interest rate cuts, the rise of retail investing, Oracle, bitcoin, and how AI will change the future. ======================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 - Intro1:40 - Fed cuts 25bps and the market reaction6:48 - Retail and the new generation of investing17:55 - Oracle up 40% and AI infrastructure25:39 - Bitcoin, AI, and the 4th turning35:45 - Areas where AI will bring abundance45:00 - Takeaways and how to embrace AI