Bitcoin's Next Move Depends On One Fed Decision | Jordi Visser

The Pomp Podcast

Anthony Pompliano

Investing, Business

4.6 • 2K Ratings

🗓️ 18 July 2026

⏱️ 51 minutes

🔗️ Recording | Apple Podcasts | RSS

🧾️ Download transcript

Summary

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 the AI stock slowdown, why China's new Kimi K3 model is upending the AI trade, and the hidden cultural bias baked into these systems. We also discuss the cooler inflation report, Fed Chair Kevin Warsh's early moves, bitcoin's reaction, and why robotics could be the next big AI trade.

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0:00 - Intro
0:50 - AI stock unwind & the summer slowdown
5:45 - Framework for picking AI winners
7:1 3 - China's Kimi K3 & open source vs. closed models
11:09 - Model routers & how many models is too many?
17:46 - The hidden "cultural weights" in AI models
22:37 - Inflation report & Fed reaction
32:28 - Bitcoin's reaction & crypto allocation
39:26 - Nasdaq outlook & where he's avoiding
45:09 - Software stocks & what is the next trade?

Transcript

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0:46.4	Until 28th to September, 2026, said from 11 a.m. subject to availability.
0:50.2	But the AI thematic side or the Factor side, the VALs up towards 100.
0:55.1	Bitcoin VAL is still at 30.
0:57.1	So if you're putting an asset in a portfolio right now, you can have three times as much Bitcoin on a vol-adjusted basis as you can AI.
1:05.3	And that means that we're at a point where I think you should start seeing more and more people as they get more focused on
1:11.1	Ethereum, get in. Once we get above the 200-day moving average, I believe we're at the start
1:16.7	of something new. What's going on, guys? Today we get a great conversation with Jordie Visser. In this
1:21.3	conversation, we talk about all of the de-leveraging happening in the stock market, why the mid-cycle
1:26.6	slowdown in AI may be impacting your portfolio.
1:29.0	We also get into what's going on with inflation and Kevin Warsh's recent comments.
1:33.0	And then last but not least, we go and we cover what's happening with Bitcoin, Ethereum,
1:37.0	and the entire crypto industry.
1:38.5	Here's my latest conversation with Jordy Visser.
1:40.5	All right, Jordy, I thought we got out the conversation.
	...

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