The Next Bitcoin Bull Run Could Start In A Crisis | Jordi Visser
The Pomp Podcast
Illiquidity premium and return arbitrage
Jordi discusses how excess capital in private markets compresses VC returns and pushes investors back to public assets.
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss the growing cracks in private credit, rising oil prices, inflation pressures, and why Jordy believes the market is underestimating the risk of a broader financial shock. We also talk about bitcoin’s resilience, how AI is disrupting software and business models, what a more liquid and transparent future could look like, and why Jordi thinks the next major opportunity may come after the current wave of volatility.
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- 0:00 - Intro
- 0:44 - Private credit risk / recession question
- 8:37 - Oil shock, inflation & crisis comparisons
- 14:21 - Modern warfare, drones & geopolitical risk
- 18:50 - Housing affordability & consumer pressure
- 23:07 - Bitcoin resilience during financial stress
- 30:54 - Private markets vs liquid assets debate
- 33:05 - AI disruption & collapsing business moats
- 36:05 - AI-run companies & agent economy
- 42:20 - How people should start using AI
- 45:57 - Portfolio positioning & next bitcoin opportunity
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