All-Time High Stocks… Bitcoin About To Explode? | Jordi Visser
The Pomp Podcast
Sectors to pick: scarcity over abundance
Jordi recommends avoiding abundant software names and favoring scarcity-driven hardware, commodities, and semiconductor stocks.
Jordi Visser is a veteran macro investor with 30+ years of experience. In this conversation, we break down why AI is creating massive shortages in chips, energy, and commodities—and what that means for inflation and markets. We also discuss why stocks keep hitting highs despite economic pressure, how scarcity is becoming the most important investing theme, and why bitcoin could be setting up for a major move.
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- 0:00 - Intro
- 1:08 - Why stocks keep hitting all-time highs
- 5:44 - AI shortages & supply constraints
- 8:15 - Why dips don’t last (V-shaped market)
- 10:15 - Inflation vs deflation debate
- 21:35 - Semiconductors = key commodity
- 30:05 - Running out of compute (chips & power)
- 34:45 - AI demand surge & what future looks like
- 48:31 - Bitcoin outlook.. could it explode higher?
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