Dogecoin & Bitcoin Are Both Signaling Something Big? | Jordi Visser
The Pomp Podcast
Anthony Pompliano
4.6 • 2K Ratings
🗓️ 16 May 2026
⏱️ 52 minutes
🧾️ 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 why all-time highs in the stock market are flashing warning signs, how the Iran conflict is fueling a longer inflation cycle, why the AI semiconductor boom may be hitting near-term bottlenecks, and what Dogecoin is quietly signaling about the next crypto move.
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- 0:00 - Intro
- 0:40 - Stock market all-time highs & what's driving them
- 4:29 - Iran conflict, oil prices & inflation outlook
- 9:43 - What comes next for markets?
- 19:30 - Jensen Huang's 1000x energy demand & AI infrastructure
- 27:40 - Data center opposition & political headwinds
- 30:43 - Dogecoin as a retail sentiment signal
- 37:00 - Trump's China trip — signal or show?
- 41:31 - GameStop's eBay bid & digital activist investing
- 49:40 - Jordi’s upcoming video
Transcript
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| 0:00.0 | Some follow the noise. |
| 0:03.0 | Bloomberg follows the money. |
| 0:04.8 | Whether it's the funds fueling AI or crypto's trillion dollar swings. |
| 0:08.9 | There's a money side to every story. |
| 0:11.4 | Get the money side of the story. |
| 0:13.5 | Subscribe now at Bloomberg.com. |
| 0:18.6 | This episode is brought to you by Expedia and Visit Scotland. |
| 0:23.1 | Start your story in Scotland. |
| 0:25.4 | Experience the pool of wide, untamed landscapes and fresh cuisine that feels rooted in place. |
| 0:32.1 | Discover castles steeped in legend. |
| 0:35.1 | And feel the genuine warmth from locals you meet in a place that will stay |
| 0:39.4 | with you long after you leave. Start planning your own Scottish holiday today at Expedia.com.uk |
| 0:46.2 | U.K. slash visit Scotland. Because of what I believe with tokenization, because of what I believe |
| 0:51.7 | is happening with the network effects. The fact that yesterday, |
| 0:54.7 | the Clarity Act probability skyrocketed up to 73% before the end of the year. I believe we are in |
| 1:01.3 | a very important point in crypto. We're a year from now. What's going on, guys? Today we got a great |
| 1:06.9 | conversation with Jordi Visser. Jordy goes through what's going on in the macro environment, |
| 1:28.4 | why stocks hitting all-time highs may be a tale of caution, what's going on with interest rates, inflation, where he thinks we go from here. Also, Bitcoin and Dogecoin. Jordy talks about Dogecoin as a signal for something he's paying attention to. And frankly, it made a lot of sense once he explained it. All that and much more in this conversation with Jordy Visser. |
| 1:32.0 | All right, Jordy, let's start with the new all-time high in the stock market. |
| 1:35.5 | It feels like the month of May is the coming out party for the stock market. |
| 1:42.1 | There's been nine or ten trading days of the month, yet we hit six different new all-time highs already. |
| 1:44.6 | And so the momentum is just getting more momentum. |
... |
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