The Pomp Podcast

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down why parabolic AI stocks are justified by real demand, who's actually buying bitcoin and why it's heading higher, the tokenization wave coming this summer, and the stocks Jordi is buying and selling right now.
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Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.
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For media inquiries, please contact: [email protected]
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0:00 - Intro
1:14 - Why parabolic moves in AI stocks are justified
5:18 - Data center buildout & the obsolescence race
11:34 - DRAM ETF & AI volatility
20:56 - Data center protests, supply bottlenecks, & inflation
28:54 - AI-driven layoffs — cover story or real?
32:12 - Michael Saylor, bitcoin & who's actually buying
35:19 - Blackrock ETF at all-time highs & boomer buying
37:21 - Why long duration assets are dead
39:25 - Tokenization & the Iran war
41:40 - New Fed chair, oil & macro outlook
46:35 - AI in grocery stores & dynamic pricing
49:21 - Wealth inequality & discretionary spending
51:47 - Long-term investing advice & stocks Jordi is looking at
57:50 - Jordi’s video this week

Chris Perkins is the incoming Head of Crypto at Franklin Templeton, following the acquisition of his firm 250 Digital Asset Management. In this conversation, we break down the surge in crypto hacks, why AI is accelerating cyber threats, the case for American "privateering" as an offensive strategy against crypto crime, how geopolitics and macro are shaping bitcoin markets, and what institutions are actually buying in crypto right now.
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Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.
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Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.
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0:00 - Intro
1:17 - The crypto hack crisis & AI-driven cyber threats
4:17 - America going on offense: the privateering idea
9:10 - AI capabilities & the US advantage in cyber warfare
12:22 - Crypto regulation: where do things stand in DC?
17:20 - Bitcoin's role in macro & geopolitics
21:36 - Bitcoin vs. stocks: decoupling during the Iran conflict
24:46 - Franklin Templeton's crypto strategy & what comes next
28:56 - Quantum computing: should crypto be worried?
30:20 - Stablecoins & how institutions are approaching them
33:52 - Buying bitcoin vs. infrastructure equity vs. trading exposure
35:47 - The Fed, rate cuts, & what it means for crypto prices

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss why the stock market keeps hitting all-time highs, the AI-driven semiconductor supercycle, why software is losing to chips and power names, where bitcoin fits into the macro picture, the rise of tokenization, and how to think about inflation and the Fed.
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Consensus Miami is the largest crypto conference in the world — May 5-7, 2026 in Miami. 20,000 attendees. 72% director-level or above. The deals, partnerships, and investments that shape the next cycle get made here. Use code POMPLIANO for 25% off your pass → https://go.coindesk.com/c26pomp
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Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.
=======================
Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.
=======================
0:00 - Intro
0:53 - Why the stock market keeps hitting all-time highs
4:37 - AI vs. software (who's winning & who's losing)
11:28 - Is this a bubble? Demand vs. supply dynamics
13:00 - Why crypto is lagging the AI trade & bitcoin setup 
17:22 - The industrial revolution thesis & why stocks won't stop
20:40 - Inflation, the Fed & politics
32:00 - How to use AI to get ahead
33:08 - The compute cost problem & AI model wars
48:13 - Retail vs. institutional investors — who has the edge 
50:39 - Where to find Jordi's work

Anthony Pompliano breaks down the biggest bitcoin predictions coming out of this year's bitcoin Conference. In this episode, he covers Arthur Hayes on digital credit driving the next bull run, Michael Saylor on the explosion of digital credit markets, Tim Draper on why it's now irresponsible for companies not to hold bitcoin, a major upcoming announcement from the White House on the Strategic Bitcoin Reserve, SEC Chair Paul Atkins on regulation as a catalyst, and Paul Tudor Jones on bitcoin as the best inflation hedge alive.
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Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.
=====================
Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.
=====================
0:00 - Intro 
0:22 - Arthur Hayes: bitcoin bull run prediction 
1:23 - Michael Saylor: digital credit is exploding 
3:40 - Tim Draper: it's irresponsible not to hold bitcoin 
7:05 - White House & Strategic Bitcoin Reserve announcement?
9:20 - SEC Chair Paul Atkins on regulation & crypto 
11:10 - Paul Tudor Jones: bitcoin is the best inflation hedge 
13:08 - Final take: why Pomp holds bitcoin

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss why bitcoin is decoupling from software stocks, how it wins in both inflationary and deflationary environments, and the five scarcity-driven investment baskets Jordi is tracking right now. We also get into the AI agents shift, why public companies are struggling to adopt AI, and how to position a portfolio in a world of shortages.
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Consensus Miami is the largest crypto conference in the world — May 5-7, 2026 in Miami. 20,000 attendees. 72% director-level or above. The deals, partnerships, and investments that shape the next cycle get made here. Use code POMPLIANO for 25% off your pass → https://go.coindesk.com/c26pomp
====================
Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.
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0:00 - Intro 
0:54 - Bitcoin vs. software stocks decoupling?
5:43 - Inflation vs. deflation & what it means for bitcoin 
12:35 - The 5 thematic investment baskets 
23:27 - Real-time information & podcasts vs reading 
33:27 - AI security, hacking & what it means for bitcoin 
36:15 - Anthropic vs. OpenAI vs. Meta — the model race 
42:15 - Contracted annual run rate & the revenue illusion 
45:35 - Jordi's scarcity trader worldview
49:03 - The fourth turning, politics & generational change