Podcast Alpha(@PodcastAlphaX):Jordi Visser @jvisserlabs: earnings are growing 30%+ a year. The AI trade has zero rate sensitivity. Not oil. Not the Fed. Zero. On Anthony Pompliano's @APompliano show, Visser called the 25bp Fed hike debate a distraction. Today's data center buildout isn't funded by borrowing the way pre-2008 housing and auto debt was. He puts the real restrictive level near 8% on the 10-year, 200 basis points above 6% nominal GDP growth, nowhere close to where rates sit now. The full Fed scenario tree for September, and why Visser calls a hawkish surprise the real risk: https://t.co/iCSvoU33BC Source: Anthony Pompliano -

2026.09.13 14:46

Jordi Visser @jvisserlabs: earnings are growing 30%+ a year. The AI trade has zero rate sensitivity. Not oil. Not the Fed. Zero. On Anthony Pompliano's @APompliano show, Visser called the 25bp Fed hike debate a distraction. Today's data center buildout isn't funded by borrowing the way pre-2008 housing and auto debt was. He puts the real restrictive level near 8% on the 10-year, 200 basis points above 6% nominal GDP growth, nowhere close to where rates sit now. The full Fed scenario tree for September, and why Visser calls a hawkish surprise the real risk: Source: Anthony Pompliano -