The AI Shock Is About to Reprice Bitcoin

Jordi Visser (@JordiVisserLabs) is a veteran macro investor with over 30 years of experience and the author of the VisserLabs Substack. In this conversation, we discuss the shift toward higher growth and lower inflation, how AI-driven productivity is reshaping the economy, housing, labor markets, and why energy and critical minerals are becoming central to global geopolitics. We also break down what these trends mean for markets and long-term investment portfolios. 🔊 Audio Podcast Listen to The Pomp Podcast on the audio platform of your choice: http://pomppodcast.com 🖥️ From The Desk of Anthony Pompliano Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/ 📧 Newsletter Pomp writes a daily letter to over 270,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: https://pomp.substack.com/ 👉 Follow Pomp on Social Media: Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.din.com/in/anthonypompliano/ 🤝 Podcast Sponsors Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you’ll ever make? Schedule a life-changing call at FountainLife.com/Pomp Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at https://FountainLife.com/pomp Bitwise is one of the largest and fastest-growing crypto asset managers, with more than $15 billion in client assets across an expanding suite of investment solutions—including the world’s largest crypto index fund—plus products spanning Bitcoin, Ethereum, DeFi, and crypto equities. In addition to managing assets, Bitwise helps investors stay informed about the fast-moving crypto market. Every week, CIO Matt Hougan breaks down what’s happening in crypto in five minutes or less. Read the latest at https://experts.bitwiseinvestments.com/cio-memos. Certain Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit https://bitwiseinvestments.com/disclosures to learn more. 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://uphold.sjv.io/K0RXra. 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 total loss of your capital. ⏰ TimeStamps: 0:00 - Intro 1:03 – Is the economy entering high growth, low inflation? 3:23 – Could GDP really reach 10%? 8:15 – What this economic setup means for investors 11:42 – AI chips explained 15:50 – Data centers, power limits, & space 19:10 – AI, energy, & shifting global alliances 26:22 – Geopolitics: Iran, Cuba, Mexico, Greenland 30:00 - President Trump’s housing plan explained 32:26 – Will falling home prices hurt voters? 37:07 – Humans and humanoid robots working together 43:07 – Biggest risks & personal concerns 46:49 – A simple AI product that shows what’s coming 51:15 – How to build powerful AI prompts 54:22 – Why building software beats buying it now 1:02:23 – AI consulting and how to get involved 1:04:19 – Live show announcement #Bitcoin #AnthonyPompliano #Pomp