The Pomp Podcast

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss the AI pivot happening with hyperscalers, the rise of open source models, what the Mythos/Fable 5 situation means for governments and investors, Kevin Warsh's first Fed press conference, where inflation is actually headed, and why bitcoin is still in a bear market and what needs to change.====================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp====================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.====================Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign.====================0:00 - Intro0:57 - AI pivot & hyperscaler weakness5:47 - Open source models & US vs China AI race7:19 - Token demand, Jevons Paradox & AI adoption trends14:22 - When does the CapEx spending become a problem?17:59 - Open source vs closed AI models — who wins long term?19:25 - Agency & what it means for individuals24:34 - Is AI & energy the only thing holding the market up?28:32 - Kevin Warsh's first Fed press conference31:36 - Inflation outlook & next CPI print37:44 - Why so many Americans feel trapped & real cost of living44:51 - Bitcoin bear market & what needs to change

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down why parabolic AI stocks are justified by real demand, who's actually buying bitcoin and why it's heading higher, the tokenization wave coming this summer, and the stocks Jordi is buying and selling right now.=====================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.=====================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp=====================Bitget (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew) is the world's largest Universal Exchange (UEX) (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold. At launch, users can trade 79 instruments with USDT directly with the App. Users can also enjoy high liquidity and low slippage, while trading these assets with up to 500x leverage. For more information on Bitget TradFi, visit this article (https://bitget.com/support/articles/12560603846859). For more information, visit: Website (https://bitget.com/) | Twitter (https://x.com/bitget) | Telegram (https://t.me/BitgetENOfficial) | LinkedIn (https://linkedin.com/company/bitget-global/) | Discord (https://discord.com/invite/bitget)For media inquiries, please contact: media@bitget.com=====================0:00 - Intro1:14 - Why parabolic moves in AI stocks are justified5:18 - Data center buildout & the obsolescence race11:34 - DRAM ETF & AI volatility20:56 - Data center protests, supply bottlenecks, & inflation28:54 - AI-driven layoffs — cover story or real?32:12 - Michael Saylor, bitcoin & who's actually buying35:19 - Blackrock ETF at all-time highs & boomer buying37:21 - Why long duration assets are dead39:25 - Tokenization & the Iran war41:40 - New Fed chair, oil & macro outlook46:35 - AI in grocery stores & dynamic pricing49:21 - Wealth inequality & discretionary spending51:47 - Long-term investing advice & stocks Jordi is looking at57:50 - Jordi’s video this week