All-Time High Stocks… Bitcoin About To Explode? | Jordi Visser

All-Time High Stocks… Bitcoin About To Explode? | Jordi Visser

From The Pomp Podcast by Anthony Pompliano

April 18, 2026 · 58 min

About this episode

Jordi Visser discusses the impact of AI on markets and inflation, the reasons behind high stock prices, and the potential for bitcoin's major move.

Jordi Visser is a veteran macro investor with 30+ years of experience. In this conversation, we break down why AI is creating massive shortages in chips, energy, and commodities—and what that means for inflation and markets. We also discuss why stocks keep hitting highs despite economic pressure, how scarcity is becoming the most important investing theme, and why bitcoin could be setting up for a major move. ====================== Consensus Miami is the largest crypto conference in the world — May 5-7, 2026 in Miami. 20,000 attendees. 72% director-level or above. The deals, partnerships, and investments that shape the next cycle get made here. Use code POMPLIANO for 25% off your pass → https://go.coindesk.com/c26pomp ====================== Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the…

People in this episode

Host: Anthony Pompliano

Guest: Jordi Visser

Topics covered

  • macro investing
  • AI impact
  • inflation
  • stock market
  • bitcoin
  • scarcity

Keywords

  • macro investor
  • AI shortages
  • inflation
  • high stocks
  • bitcoin explosion
  • investing themes

Sponsors

Uphold, Bitget

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