Veteran investor Jordi Visser, who appeared as a guest on Anthony Pompliano’s show, assessed recent developments in the global economy and provided important warnings and predictions for investors.
Visser said that if assets like silver and Dogecoin break out, Bitcoin will follow, and he expects this big rally to occur by the end of the summer.
Mr. Visser said that at the beginning of the year, markets were expecting three rate cuts, but now a rate hike is being discussed, and argued that inflation is the main driver of this rapid change.
He said tensions, particularly with Iran and in the Strait of Hormuz, are putting pressure on supply chains, pushing up oil prices and solidifying inflation expectations.
“The probability of inflation being 10% by the end of the year is much higher than the probability of inflation being 2%,” Visser said.
But he argued that the Fed’s room to aggressively raise interest rates is very limited because the nation’s debt is rising, with annual interest expenses reaching $1.4 trillion.
Visser said he moved the cash he pulled out of AI and technology stocks into the silver and crypto markets, with a particular emphasis on silver solid-state battery technology. The investor noted that China broke records for silver imports, arguing that next-generation batteries will require vast amounts of silver compared to lithium, and that global supplies will not be sufficient to meet this demand.
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Visser, who predicts a breakout in cryptocurrencies and commodities by the end of the summer, summarized the process as follows:
“If silver breaks out, if gold breaks out, if Dogecoin breaks out, Bitcoin breaks out. They will all move together. We expect this to happen by the end of the summer.”
Jordi Visser pointed out that cryptocurrencies have historically thrived in times of crisis and argued that the US government will eventually need to print money (provide liquidity) to control long-term bond yields, which will drive the crypto ecosystem.
*This is not investment advice.
