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The Pomp Podcast

Proof That Bitcoin & AI Are Going MUCH Higher | Jordi Visser

The Pomp Podcast

Anthony Pompliano

Business, Investing

4.81.9K Ratings

🗓️ 25 October 2025

⏱️ 54 minutes

🧾️ Download transcript

Summary

Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation, we cover Tesla’s robo-taxis, inflation, interest rates, and the U.S.–China trade dynamic. Jordy also shares how he’s positioning his portfolio, and what Bitcoin, gold, and market psychology reveal about where investors are headed next.

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Timestamps:

  • 0:00 - Intro
  • 1:39 - Tesla and the rise of robotaxis
  • 15:33 - How AI, abundance, and bitcoin connect
  • 21:05 - Generational divide and government control
  • 23:14 - Why AI adoption mirrors Bitcoin adoption
  • 26:00 - Gold’s parabolic run and sharp pullback
  • 29:27 - China–US trade deal impact on gold and markets
  • 37:22 - Layoffs, future of automation, and wealth effect
  • 43:06 - Who could be selling bitcoin right now?
  • 48:58 - The inevitability of AI and the next wave of innovation

Transcript

Click on a timestamp to play from that location

0:00.0

300 sensors.

0:03.0

Over a million data points per second.

0:06.0

How does F1 update their fans with every stat in real time?

0:10.0

AWS is how.

0:13.0

From fastest laps to strategy calls,

0:15.0

AWS puts fans in the pit.

0:19.0

It's not just racing, it's data-driven innovation at 200 miles per hour. AWS is how

0:26.4

leading businesses power next-level innovation. Hi, this is Ava from Vanta. In today's digital world,

0:34.2

compliance regulations are changing constantly, and earning customer trust has never mattered more.

0:40.0

Banta helps companies get compliant fast and stay secure, with the most advanced AI automation and continuous

0:46.3

monitoring out there. So whether you're a startup going for your first SOC 2 or ISO-27,01, or a growing

0:52.2

enterprise managing vendor risk.

0:56.2

Banta makes it quick, easy, and scalable.

0:58.1

And I'm not to say that because I work here.

1:00.2

Get started today at banta.com.

1:04.1

What's up, everyone?

1:05.6

This is Anthony Pompliano.

1:06.9

Many of you know me as Pomp.

1:11.0

You're listening to the Pomp podcast, which is my effort to find the most interesting people in the world and sit with them for hours while I ask questions in an effort to learn.

1:15.8

So it would mean the world to me if you would subscribe to the show on your favorite audio

1:19.4

platform, watch episodes on YouTube, and tell your friends and family about the podcast.

1:24.7

My goal is to help millions learn from the world's most interesting people.

...

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