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

The Pomp Podcast

Anthony Pompliano

Investing, Business

4.6 • 2K Ratings

🗓️ 18 April 2026

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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.

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0:00 - Intro
1:08 - Why stocks keep hitting all-time highs
5:44 - AI shortages & supply constraints
8:15 - Why dips don’t last (V-shaped market)
10:15 - Inflation vs deflation debate
21:35 - Semiconductors = key commodity
30:05 - Running out of compute (chips & power)
34:45 - AI demand surge & what future looks like
48:31 - Bitcoin outlook.. could it explode higher?

Transcript

Click on a timestamp to play from that location

0:00.0	From a technical perspective and an Elliott Wave perspective, I believe we have just finished a correction,
0:05.1	and I've been waiting patiently to kind of build off the lows we made at 60,000.
0:12.2	The ecosystem of the direct relationship between Bitcoin and the AI world is starting to act well.
0:18.7	When you run out of compute, that is important for Bitcoin. That fits in with the scarcity argument. So do I think we're just going to jump out of here? What's going on, guys? In this week's conversation with Jordy, we talk about the commodity bull market, why stocks are at all-time highs, how he's thinking about inflation, deflation, and various other metrics in the economy. We then talk about the psychology of the individual American and how much that matters for
0:41.0	asset prices. Talk about Bitcoin starting to surge back and why he's so bullish there.
0:44.9	And then we talk about scarcity. Where is scarcity in the market? What is Jordy actually going and buying
0:50.0	himself? And how should you think about putting scarcity into your portfolio versus maybe some of the major indexes? This conversation has got a ton of great insights and at the end, Jordy shares a couple of things that he's built that are pretty cool and I think that you'll enjoy it. And Jordy gives out his email address. So you may want to pay attention at the end. That's it. Here's my conversation with Jordy Visser. All right, Jordy. You told me that you didn't think stocks stocks were going to get to all-time highs this year. We're sitting at all-time highs right now. We also saw an 11-day advance before the new all-time high, and now stocks seem to be exploding as we open up the straight and kind of gangbusters. What do you got to say for yourself there, big dog? You asked my opinion. It was wrong. I didn't think there was a bare market.
1:29.7	I didn't think there'd be a recession, but I also didn't think that the market could look
1:34.2	through the inflation, the credit and all of that. But as this market has proven time and time again
1:40.4	over the course of the last, I don't know, what's it been since 2019, that no matter
1:44.3	what takes it down a pandemic, tariffs, Silicon Valley Bank, now shutting down the most
1:50.1	important crossing for oil, it just doesn't seem to matter. It hasn't been a broad thing.
1:59.5	It has still been led by the things that I am bullish on.
2:02.4	And I've said repeatedly, we are in a secular bull market in hardware, in commodities, and
2:07.9	in semiconductors.
2:10.2	And this did, and this was led by them.
2:13.1	I also did a video.
2:16.2	I don't think I sent it to you.
2:17.9	Sorry, if I didn't.
2:19.5	I did a video on Tuesday about Oracle.
2:23.0	And there's an important message in that, which I'll let you kind of double click on
2:27.4	a little bit for people.
	...

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