Bitcoin & AI Just Hit A MAJOR Inflection Point | Jordi Visser
The Pomp Podcast
Anthony Pompliano
4.6 • 2K Ratings
🗓️ 6 December 2025
⏱️ 50 minutes
🧾️ Download transcript
Summary
Jordi Visser is a macro investor with over 30 years of Wall Street experience, and he also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we break down the major forces driving markets today — bitcoin’s price action, accelerating institutional adoption, the latest AI developments, internal tensions at OpenAI, and an overlooked industrial company he believes will be critical to the future economy. We wrap with a sharp look at the Fed, interest rates, deflation signals, and why easy money is still flowing through the system.
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Timestamps:
0:00 – Intro
1:50 – How to evaluate bitcoin right now
6:29 – The AI boom impact on asset prices & macro environment
11:59 – Deflation impact & Elon says will work be optional?
18:25 – Evaluating jobs data in an AI-driven economy
25:57 – The AI impact on the economy
41:42 – Michael Burry & Elon’s view on the economy & the future
48:16 – Where to find Jordi’s content
Transcript
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| 0:00.0 | Think about cheese. |
| 0:02.0 | Make your thoughts cheesier. |
| 0:04.2 | Now add 100% chicken breast fillet, Chipoplae sauce and amadea cheese melt, |
| 0:08.3 | and it's giving the new cheesy chicken stack at McDonald's. |
| 0:12.0 | Did we mention it's cheesy? |
| 0:13.9 | Cheese. |
| 0:15.8 | Availments with the 4th of Jan, 2026 from 11 a.m. |
| 0:18.1 | Price and participation may vary. |
| 0:19.2 | Subjects availability. |
| 0:22.7 | What's up, everyone? This is Anthony Pompliano. Many of you know me as Pomp. You're listening |
| 0:27.3 | to the Pomp podcast, which is my effort to find the most interesting people in the world and sit |
| 0:31.9 | with them for hours while I ask questions in an effort to learn. So it would mean the world to me |
| 0:36.5 | if you would subscribe to the show |
| 0:37.8 | on your favorite audio platform, watch episodes on YouTube, and tell your friends and family about |
| 0:43.1 | the podcast. My goal is to help millions learn from the world's most interesting people. So let's |
| 0:48.6 | get in to today's episode. Anthony Pompliano runs Pomp Investments. All views of him and the guests on his podcast are |
| 0:56.0 | solely their opinions and do not reflect the opinions of Pomp investments. You should not treat any |
| 1:00.8 | opinion expressed by Pomp or his guest as a specific inducement to make a particular investment |
| 1:05.9 | or follow a particular strategy, but only as an expression of his personal opinion. This podcast is for informational purposes only. |
| 1:13.9 | So I always get back to this thing with Bitcoin that I believe in. |
| 1:17.7 | I don't worry about where it's going to be over the course of the next 20 years. |
| 1:21.1 | I don't worry about the network effects. |
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