Bitcoin vs Gold vs Stocks: The Chart Everyone Misses | Jordi Visser
The Pomp Podcast
Anthony Pompliano
4.6 • 2K Ratings
🗓️ 31 January 2026
⏱️ 39 minutes
🧾️ Download transcript
Summary
Jordi Visser is a veteran macro investor with 30+ years of market experience and the author of the VisserLabs Substack. In this episode, we unpack the Federal Reserve rate pause, the case for a more forward-looking Fed, and how rapidly advancing AI is reshaping inflation vs. deflation expectations. We also explore the scarcity trade across bitcoin, silver, energy, and semiconductors—and how investors can think about positioning as physical constraints collide with abundant software.
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0:00 – Intro
1:24 – Fed’s decision to pause interest rates
5:05 – Impact of the next Fed chair
7:07 – Time, psychology, & bitcoin
10:32 – Pricing assets in gold terms
11:40 – AI factories, energy, and compute limits
15:29 – Metals runs & investor fear
18:37 – Software selloff & big tech risk
24:02 – Trimming winners & rotating capital
28:44 – Elon, Tesla, & SpaceX
34:07 – Jordi’s Sunday video preview & AI urgency
Transcript
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| 0:00.0 | AI is incredible. They can teach you how to fry an egg and even write a poem, pirate style. |
| 0:07.0 | But it knows nothing about your work. Slackbot is different. It doesn't just know the facts. |
| 0:14.0 | It knows your schedule. It can turn a brainstorm into a brief and it doesn't need to be taught. |
| 0:20.0 | Because Slackbot isn't just another AI. |
| 0:23.3 | It's AI that knows your work as well as you do. |
| 0:26.4 | Visit Slack.com forward slash meet Slackbot to learn more. |
| 0:30.2 | To be or not to be. |
| 0:33.0 | Right now we're offering a range of incentives across Audi models. |
| 0:36.6 | That is the... |
| 0:37.7 | But only until the 28th of February. |
| 0:40.1 | The... |
| 0:40.9 | Um... |
| 0:42.0 | So stop whatever you're doing. |
| 0:44.5 | Um... |
| 0:45.3 | I'll be right back. |
| 0:47.1 | Just carry on without me. |
| 0:48.4 | And find yours online or at Finchley Road, Audi. |
| 0:51.6 | Audi. |
| 0:52.4 | Four-sprung Dirk Technic. |
| 0:53.9 | Terms and conditions apply. |
| 0:55.2 | Selected models, retail customers, and participating Audi centers only. |
| 1:02.6 | What's up, everyone? |
... |
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