The AI Boom Is Very BULLISH For Bitcoin | Jordi Visser

The Pomp Podcast

Anthony Pompliano

Business, Investing

4.6 • 2K Ratings

🗓️ 9 May 2026

⏱️ 60 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 break down why parabolic AI stocks are justified by real demand, who's actually buying bitcoin and why it's heading higher, the tokenization wave coming this summer, and the stocks Jordi is buying and selling right now.

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For media inquiries, please contact: media@bitget.com

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0:00 - Intro
1:14 - Why parabolic moves in AI stocks are justified
5:18 - Data center buildout & the obsolescence race
11:34 - DRAM ETF & AI volatility
20:56 - Data center protests, supply bottlenecks, & inflation
28:54 - AI-driven layoffs — cover story or real?
32:12 - Michael Saylor, bitcoin & who's actually buying
35:19 - Blackrock ETF at all-time highs & boomer buying
37:21 - Why long duration assets are dead
39:25 - Tokenization & the Iran war
41:40 - New Fed chair, oil & macro outlook
46:35 - AI in grocery stores & dynamic pricing
49:21 - Wealth inequality & discretionary spending
51:47 - Long-term investing advice & stocks Jordi is looking at
57:50 - Jordi’s video this week

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-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.
0:18.5	Right, home from work, walk the dog, kids are back,
0:22.9	Up the stairs for something, ugh, back down, no idea what I went up for dinner.
0:30.5	Mom, what's for dinner? Chop, sizzle, done.
0:35.6	Hello, fresh, can't slow life down, but it makes bringing everyone together around the table a whole lot easier.
0:41.9	So its phones down, forks up.
0:44.0	Hello, Fresh.
0:45.0	Bring back dinner time.
0:48.3	If I'm right about that, I want to be in gold.
0:50.6	I want to be in silver.
0:51.6	I want to be in Bitcoin.
0:52.9	I bought some Bitcoin.
0:53.8	I bought Ethereum because I think tokenization reality is going to start to set in in the summertime.
0:58.9	I don't think enough people are talking about tokenization and what's happening and what they
1:02.2	basically announced to start in July. AI agents are with us. They need food. And that food
1:07.9	is not physical food. It is tokens. There's been a shortage. That's what's
1:12.2	worked. I think now we're going to run into supply demand issue. And that's going to be about more inflation than what people expected. And if that's the case, I don't want to be in semis as much as I want to be in power. What's going on, guys? Today we got a great conversation with Jordi Visser. In this, he talks about why your cap-ex is my opportunity.
1:28.2	He explains what AI stocks he's excited about.
	...

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