The 2026 Playbook: Bitcoin & A.I. | Jordi Visser
The Pomp Podcast
Anthony Pompliano
4.6 • 2K Ratings
🗓️ 3 January 2026
⏱️ 69 minutes
🧾️ Download transcript
Summary
Jordi Visser is a macro investor with over 30 years of Wall Street experience and the writer behind the VisserLabs Substack. In this conversation, we break down the key lessons from 2025 and what to watch in 2026. We cover the assets and trends shaping the next cycle, the rapid impact of artificial intelligence on productivity, GDP, economic growth, and how individuals can use these tools to create more value in their work and lives. We also dive into bitcoin, AI’s role in markets, and practical takeaways you can apply immediately.
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Timestamps:
0:00 – Intro
1:49 – 2025 market recap and biggest lessons
14:47 – 2026 outlook: can GDP growth accelerate?
21:30 – 2026 asset outlook: stocks, commodities, crypto
28:45 – How to use AI to make better decisions and investing ideas
33:36 – Silvia tax/parenting use cases and better portfolio construction with AI
40:41 – Karpathy’s tweet: AI is changing programming
49:17 – Building apps and tools with AI and the importance of curiosity + persistence
1:00:56 – 2026 prediction: task-specific AI agents
1:05:06 – Health, longevity, and Jordi’s new Substack
Transcript
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| 0:47.6 | What's up, everyone? |
| 0:48.9 | This is Anthony Pompliano. |
| 0:50.4 | Many of you know me as Pomp. |
| 0:51.7 | 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. So it would mean the world to me if you would subscribe to the show on your favorite audio platform, watch episodes on YouTube, and tell your friends and family about the podcast. My goal is to help millions learn from the world's most interesting people. |
| 1:13.2 | So let's get in to today's episode. |
| 1:15.6 | Anthony Pompliano runs Pomp Investments. |
| 1:18.3 | All views of him and the guests on his podcast are surely their opinions |
| 1:22.0 | and do not reflect the opinions of Pomp investments. |
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