The AI Boom Is Very BULLISH For Bitcoin | Jordi Visser
The Pomp Podcast
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Arch Public promotes automated crypto trading strategies and concierge support.
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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- 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
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