Why Bitcoin Could Explode As Global Markets Crack | Jordi Visser
The Pomp Podcast
Anthony Pompliano
4.6 • 2K Ratings
🗓️ 21 March 2026
⏱️ 61 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 discuss rising geopolitical tensions, higher oil prices, and growing risks in private credit and global markets. We also explore bitcoin’s resilience, how AI is disrupting software and jobs, and why Jordy believes commodities, liquidity, and volatility will shape the next major investment cycle.
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- 0:00 - Intro
- 0:44 - Iran conflict & oil market shock
- 8:09 - Commodity bull market thesis
- 11:11 - Inflation risks & recession probabilities
- 15:30 - How high could oil go?
- 18:19 - Bitcoin vs gold performance discussion
- 21:12 - Bitcoin as a global “escape hatch” asset
- 29:20 - Inflation vs AI-driven deflation debate
- 33:00 - AI disruption & labor market impact
- 40:48 - Software disruption & tech valuations
- 55:09 - Commodities, compute & future investment themes
- 57:08 - GPU smuggling & AI geopolitics
Transcript
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| 0:58.7 | So I'm going to keep pounding the table that the best thing for Bitcoin is a continuing credit problem, |
| 1:06.5 | which I don't think can re-resolved on itself. |
| 1:08.9 | And at the same point, having a commodity bear market, a bull market, which is based on scarcity, and then a shorting of abundance, which is based on these growth assets. If all of that plays in. What's going on, guys? Today we got a great conversation with Jordi Visser. We're going to talk about what's going on with Iran. What's going on with oil prices, inflation, deflation, in the tech industry, AI. Are people smuggling GPUs into China? What exactly is going on in terms of your portfolio, how you should prepare? Are software companies going to be more or less valuable in the future? Why is Jordy getting bullish on Bitcoin and thinks that it could be the escape hatch for a lot of things going on in the world? All that much more in this conversation with Jordy Visser. All right, Jordy, other than it being St. Patrick's week and us wearing green unplanned, but still great look for both of us. Let's start with Iran, you know, very related to St. Patrick's Day. Not really. There was a ton of, I think, differences in people's opinion in this week. First week, okay, cool, this is going to be quick. Second week, all right, |
| 2:02.5 | you know, we're making progress. of, I think, differences in people's opinion this week. First week, okay, cool, this is going to be quick. |
| 2:04.7 | Second week, all right, you know, we're making progress. |
| 2:06.2 | Third week, wait a minute here. |
| 2:08.9 | Now we got LNG facilities getting blown up. |
... |
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