The AI Boom Is EXACTLY Why Bitcoin Exists | Jordi Visser
The Pomp Podcast
Positioning for 2026: volatility then Bitcoin
Jordi reveals he hedges with VIX, expects prolonged volatility, and sees Bitcoin as the truest AI trade.
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we unpack the chaos hitting markets in 2026—from weak jobs data and Fed uncertainty to private credit cracks, AI-driven disruption, and the collapse of old economic playbooks. We also discuss software repricing, energy infrastructure, synthetic media, portfolio positioning, and why Jordi believes bitcoin is the truest AI trade in a world moving faster than ever.
======================
Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (https://figuremarkets.co/pomp), allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.onelink.me/Plnq/pompdp) and earn ~8.5% APY on real world assets, paid hourly. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/pomp. Disclosures: Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply.
======================
This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure.
Learn more at http://www.abra.com.
======================
Bitget (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew) is the world's largest Universal Exchange (UEX) (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold. At launch, users can trade 79 instruments with USDT directly with the App. Users can also enjoy high liquidity and low slippage, while trading these assets with up to 500x leverage. For more information on Bitget TradFi, visit this article (https://bitget.com/support/articles/12560603846859). For more information, visit: Website (https://bitget.com/) | Twitter (https://x.com/bitget) | Telegram (https://t.me/BitgetENOfficial) | LinkedIn (https://linkedin.com/company/bitget-global/) | Discord (https://discord.com/invite/bitget)
For media inquiries, please contact: media@bitget.com
======================
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 - The current state of the U.S. economy
- 5:18 - Does the jobs report force the Fed to cut rates?
- 8:28 - How do the Iran, Venezuela, & Cuba situations end?
- 14:00 - Is the speed of military & government action changing?
- 19:12 - What is happening in private credit right now?
- 25:04 - Should investors run toward distressed private credit or avoid it?
- 28:47 What happens to a traditional 60/40 portfolio over the next decade?
- 32:27 - Is Jordi still bullish on energy infrastructure & power demand?
- 35:37 - What Jordi’s AI setup looks like
- 43:13- How will AI-generated content & synthetic media change content creation?
- 49:50 - When will society normalize humans working alongside AI assistants?
- 52:20 - Is Jordi nervous or excited for rest of 2026?
The AI-powered Podcast Player
