<p>Jordi Visser is a macro investor with over 30 years of Wall Street experience, and he also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we break down the major forces driving markets today — bitcoin’s price action, accelerating institutional adoption, the latest AI developments, internal tensions at OpenAI, and an overlooked industrial company he believes will be critical to the future economy. We wrap with a sharp look at the Fed, interest rates, deflation signals, and why easy money is still flowing through the system. </p><p>======================</p><p>Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (<a href="https://figuremarkets.co/pomp" target="_blank" rel="ugc noopener noreferrer">https://www.figuremarkets.co/pomp</a>), allowing you to borrow against your BTC, ETH, or SOL 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. Unlock your crypto’s potential today at Figure! <a href="https://figuremarkets.co/pomp" target="_blank" rel="ugc noopener noreferrer">https://www.figuremarkets.co/pomp</a> Disclosures: Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply.</p><p>======================</p><p>Bitizenship gives Bitcoin-forward investors a fast, compliant path to EU residency. Our Bitcoin Dolce Visa lets you invest in a 100% Bitcoin-aligned startup and qualify for Italy’s Golden Visa with one strategy. Claim your free strategy call at <a href="https://www.bitizenship.com/pomp." target="_blank" rel="ugc noopener noreferrer">https://www.bitizenship.com/pomp.</a><br>======================</p><p>Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit <a href="https://www.simplemining.io/" target="_blank" rel="ugc noopener noreferrer">⁠https://www.simplemining.io/⁠</a></p><p>======================</p><p>Timestamps: </p><ul><li><p><strong>0:00 – Intro</strong></p></li><li><p><strong>1:50 – How to evaluate bitcoin right now</strong></p></li><li><p><strong>6:29 – The AI boom impact on asset prices &amp; macro environment</strong></p></li><li><p><strong>11:59 – Deflation impact &amp; Elon says will work be optional?</strong></p></li><li><p><strong>18:25 – Evaluating jobs data in an AI-driven economy</strong></p></li><li><p><strong>25:57 – The AI impact on the economy</strong></p></li><li><p><strong>41:42 – Michael Burry &amp; Elon’s view on the economy &amp; the future</strong></p></li><li><p><strong>48:16 – Where to find Jordi’s content</strong></p></li></ul>

The Pomp Podcast

Anthony Pompliano

Bitcoin & AI Just Hit A MAJOR Inflection Point | Jordi Visser

DEC 6, 202549 MIN
The Pomp Podcast

Bitcoin & AI Just Hit A MAJOR Inflection Point | Jordi Visser

DEC 6, 202549 MIN

Description

<p>Jordi Visser is a macro investor with over 30 years of Wall Street experience, and he also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we break down the major forces driving markets today — bitcoin’s price action, accelerating institutional adoption, the latest AI developments, internal tensions at OpenAI, and an overlooked industrial company he believes will be critical to the future economy. We wrap with a sharp look at the Fed, interest rates, deflation signals, and why easy money is still flowing through the system. </p><p>======================</p><p>Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (<a href="https://figuremarkets.co/pomp" target="_blank" rel="ugc noopener noreferrer">https://www.figuremarkets.co/pomp</a>), allowing you to borrow against your BTC, ETH, or SOL 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. Unlock your crypto’s potential today at Figure! <a href="https://figuremarkets.co/pomp" target="_blank" rel="ugc noopener noreferrer">https://www.figuremarkets.co/pomp</a> Disclosures: Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply.</p><p>======================</p><p>Bitizenship gives Bitcoin-forward investors a fast, compliant path to EU residency. Our Bitcoin Dolce Visa lets you invest in a 100% Bitcoin-aligned startup and qualify for Italy’s Golden Visa with one strategy. Claim your free strategy call at <a href="https://www.bitizenship.com/pomp." target="_blank" rel="ugc noopener noreferrer">https://www.bitizenship.com/pomp.</a><br>======================</p><p>Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit <a href="https://www.simplemining.io/" target="_blank" rel="ugc noopener noreferrer">⁠https://www.simplemining.io/⁠</a></p><p>======================</p><p>Timestamps: </p><ul><li><p><strong>0:00 – Intro</strong></p></li><li><p><strong>1:50 – How to evaluate bitcoin right now</strong></p></li><li><p><strong>6:29 – The AI boom impact on asset prices &amp; macro environment</strong></p></li><li><p><strong>11:59 – Deflation impact &amp; Elon says will work be optional?</strong></p></li><li><p><strong>18:25 – Evaluating jobs data in an AI-driven economy</strong></p></li><li><p><strong>25:57 – The AI impact on the economy</strong></p></li><li><p><strong>41:42 – Michael Burry &amp; Elon’s view on the economy &amp; the future</strong></p></li><li><p><strong>48:16 – Where to find Jordi’s content</strong></p></li></ul>