Anthony Pompliano 🌪|11月 22, 2025 21:57
I sat down with @jvisserlabs this week to unpack the latest market pullback, including why prices are dropping, why investor fear has spiked, and whether this is the start of a bear market or simply a healthy correction.
We also break down asset performance, where Jordi sees opportunity, and the signals that could mark a reversal.
Enjoy!
YouTube: https://www.youtube.com/watch?v=YKCdDAbws4o
Spotify: https://open.spotify.com/episode/15IUe5TTHlVKBm1kSWL1as?si=1-bCkgMUQ7CE_BbmksKpdw
Apple: https://podcasts.apple.com/us/podcast/bitcoin-fear-hits-all-time-high-what-happens-now-jordi/id1434060078?i=1000737896431
TIMESTAMPS:
0:00 - Intro
0:54 - Why is fear spiking? What’s driving the sell-off?
4:57 - Expectations vs. reality + seasonality trend
9:31 - Nvidia beats… so why did markets still sell off?
13:22 – Is Bitcoin’s 30–35% drawdown normal?
18:24 - Why this sell-off feels different
23:48 - Fed December rate cut, jobs data, & midterms
29:34 - What signals would mark a real market reversal?
33:12 - AI, leverage, and private credit
37:44 - Innovation drives the market long-term
44:26 - Thanksgiving break announcement(Anthony Pompliano 🌪)
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