The Pomp Podcast The AI Shock Is About to Reprice Bitcoin | Jordi Visser
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Jan 10, 2026 
Jordi Visser, a seasoned macro investor and author, shares his insights on the intersection of AI and the economy. He discusses how AI is driving productivity, potentially reshaping GDP forecasts, and driving shifts in housing and labor markets. Visser highlights the strategic importance of energy and critical minerals in geopolitical dynamics, particularly in relation to China. He also warns about data center power constraints and hints at the implications for Bitcoin and gold as fiat returns decline. His perspective on the evolving job landscape and the need for curious talent adds depth to the conversation.
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From Concentration To Breadth In Markets
- Market leadership will rotate from concentrated megacap winners to broader profit-revision beneficiaries.
- Visser forecasts S&P growth with the top concentrated names underperforming as margins expand elsewhere.
AI Rewires Geopolitical Priorities
- AI is reshaping geopolitics: control of minerals and strategic locations matters more than traditional oil grabs.
- Visser links rare earths and mining access to strategic moves like Venezuela and Greenland focus.
Expect Modest Downward Pressure On Home Prices
- Expect housing policy moves to lower house prices modestly and improve affordability.
- Visser warns that Trump's housing measures will likely put downward pressure on prices rather than instantly solving affordability.