The Pomp Podcast The 2026 Playbook: Bitcoin & A.I. | Jordi Visser
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Jan 3, 2026 
Jordi Visser, a macro investor with over 30 years of experience, shares insights on the evolving interplay between AI and the economy. He discusses how AI has defined 2025 and anticipates its broader adoption impacting productivity and GDP growth in 2026. Jordi critiques overreactions to AI fears in markets and draws parallels to past tech bubbles. He emphasizes practical applications for individuals using AI in investment strategies and personal management, advocating for daily engagement with these technologies to enhance productivity and decision-making.
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GDP Can Rise Without Massive Hiring
- Jordi explains GDP growth partly reflects productivity gains as hiring slows.
- AI agents and faster money velocity (e.g., stablecoins) can raise measured GDP without big hiring waves.
Invest In Companies With Obvious Friction
- Look for companies with clear operational friction (hold music, long call routing) to benefit from AI agents.
- Invest in firms that can adopt agents to boost profit margins quickly, Visser suggests.
Crypto Benefits From Edge And Higher Velocity
- Visser predicts crypto will benefit from PMIs rising and the physical 'edge' infrastructure buildout.
- He views Bitcoin and crypto as correlated with agent-driven transaction velocity and on-site infrastructure demand.
