How To Grow Your Money In AI Revolution | Jordi Visser

The Pomp Podcast

Anthony Pompliano

Business, Investing

4.6 • 2K Ratings

🗓️ 30 May 2026

⏱️ 43 minutes

🔗️ Recording | iTunes | 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 discuss why the stock market keeps hitting all-time highs despite bad news, why AI and biotech are more underappreciated than most people realize, how Eli Lilly's AI partnerships could transform longevity and chronic disease, and where Jordi thinks you need to position your portfolio to actually compound in an exponential world.

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0:00 - Intro
0:35 - Why markets keep hitting all-time highs despite bad news
10:30 - Consumer confidence, savings rate & what it means
16:02 - Running the economy hot — who wins and who loses
19:30 - AI + biotech: why Eli Lilly is the sleeper story
31:27 - How AI will improve education, finance & health
38:48 - Why your wealth manager may be failing you in the exponential era

Transcript

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0:00.0	Some follow the noise.
0:03.0	Bloomberg follows the money, whether it's the funds fueling AI or crypto's trillion
0:07.7	dollar swings.
0:09.0	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.
0:18.2	Ready to launch your business?
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0:40.5	Shopify is made for entrepreneurs like you.
0:42.9	Sign up for your $1 a month trial at Shopify.com slash setup.
0:48.2	We are in the first inning of the most disruptive supersonic tsunami we have ever seen.
0:53.9	And so if you want to compound money, you need to be involved in the...
0:58.0	What's going on, guys?
0:59.0	Today we've got a great conversation with Jordy Visser.
1:01.0	In this conversation, we're going to talk about why everyone is so enthusiastic in the stock
1:04.8	market.
1:05.5	What's going on in the AI space?
1:07.7	How biotech and AI is drastically underappreciated and where Geordie thinks people can
1:13.2	put their money today and actually get a return going forward. This conversation covers a lot of
1:17.4	nuanced ideas and things that Jordy hasn't talked about publicly before. So I hope you enjoy my
1:21.5	latest conversation with Jordy Visser. All right, Jordy, let's start with the market seems to be
1:26.3	very strong. Even when we get bad news, the market doesn't really sell off. And so it feels like there's this persistent enthusiasm now that is returned to stocks. And I recently saw that there's even like this retail investor feeding frenzy. They are buying more stocks than they've ever bought before even more than during the meme stock craze. And so what's your take as to why is there so much almost euphoria that's now entering the
	...

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