The Pomp Podcast

All-Time High Stocks… Bitcoin About To Explode? | Jordi Visser

154 snips
Apr 18, 2026
Guest
Jordi Visser
Jordi Visser, a 30+ year macro investor specialising in hardware, semiconductors and commodities, walks through how AI-driven demand is creating chip, energy and commodity shortages. He explains why stocks keep hitting highs, why scarcity is the dominant investment theme, and outlines the links between compute shortages and bitcoin’s potential big move.
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INSIGHT

Narrow Leadership Behind All-Time Highs

  • Stocks hit all-time highs because capital chases narrow secular winners, not because the whole market is healthy.
  • Jordi says hardware, commodities, and semiconductors are driving the rally while many sectors (software, financials) lag behind.
INSIGHT

AI Driven Shortages Will Raise Inflation Volatility

  • AI is creating a new, persistent shortage cycle across chips, memory, energy, and commodities that will increase inflation volatility.
  • Jordi points to DRAM, silver, oil and fertilizer rising since year-end as evidence the supply shock is real and ongoing.
ADVICE

Allocate To Scarcity Not Broad Indexes

  • Focus portfolios on scarcity-exposed names and avoid abundance-driven software where disruption hits margins.
  • Jordi recommends picking names within secular bull themes like semiconductors and energy instead of broad S&P exposure.
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