The Pomp Podcast Why Bitcoin WINS No Matter What Happens to Inflation | Jordi Visser
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Apr 25, 2026 
Jordi Visser, a 30+ year macro investor and author of VisserLabs, discusses why Bitcoin decouples from software stocks. He explores Bitcoin’s role across inflationary and deflationary regimes. Jordi outlines five scarcity-driven thematic baskets and explains how AI, compute demand, and hardware shortages reshape markets.
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Chemicals As An AI Supply Chain Winner
- Chemicals are a core AI supply-chain play because agents increase inference and East-West traffic, boosting demand for memory, packaging, and optical fiber components.
- US chemical makers benefit from low natural gas feedstock versus higher overseas costs, kickstarting a chemicals bull market.
Whole Rack Is The New Enterprise AI Stack
- Whole-rack investments capture the full data-center stack needed for enterprise AI on-prem deployments, not just GPUs.
- Jordi highlights servers, memory, CPUs and networking as complementary to GPUs when firms bring AI in-house for privacy or performance.
Prioritize Real Time Specialist Reporting Over Box Scores
- Use real-time specialized sources like Dylan Patel and Craig Fuller instead of lagging box-score reports to get leading signals about semis and chemicals.
- Jordi argues listening to industry experts on podcasts and X reveals supply bottlenecks sooner than institutional reports.
