The Pomp Podcast Why Bitcoin Could Explode As Global Markets Crack | Jordi Visser
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Mar 21, 2026 
Jordi Visser, a 30+ year macro investor and author of VisserLabs, joins to dissect rising geopolitical risk and surging oil that are rattling markets. He outlines a commodity-led bull run, explains why bitcoin can act as a global escape hatch amid credit and liquidity stress, and explores how AI is reshaping software, jobs, and investment themes.
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Shift To Cash And Wait For Better Prices
- Move more to cash and be defensive while credit spreads widen, oil rises, and liquidity tightens.
- Jordi advises patience for a few weeks and waiting for better entry prices rather than being offensive now.
Bitcoin As The Global Liquidity Escape Hatch
- Bitcoin may be the big beneficiary of a prolonged credit problem plus a commodity bull market, acting as a liquidity escape hatch.
- Visser expects liquidity actions for private credit and argues Bitcoin is a 24/7 product macro funds will add.
Avoid Software Growth Bets And Favor Hardware And Commodities
- Rebalance away from software and long-duration growth into hardware, commodities, compute, and physical assets.
- Visser says software faces AI-driven deflation and multiple compression, so prefer hardware and commodity exposure.