Why Bitcoin Could Hit All-Time Highs in 2026 | Jordi Visser
The Pomp Podcast
Anthony Pompliano
4.6 • 2K Ratings
🗓️ 28 March 2026
⏱️ 46 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 inflation, higher oil prices, and why he believes markets are entering a new regime driven by supply shocks and geopolitical risk. We also explore asset rotation into commodities, risks in private credit, and bitcoin’s growing role as liquidity and capital flows shift globally.
======================
Summ supports TurboTax and makes it easy to track your cost basis across 3,500 exchange, wallet and crypto integrations -- with support for DeFi, NFTs, staking and airdrops. Generate accurate IRS-ready reports that help maximize deductions and pay the least tax possible. Summ is an official tax partner of MetaMask and Coinbase. Use code POMP20 for 20% off your first year at Summ: https://summ.com/us?via=pomp&promo=POMP20
======================
Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you’ll ever make? Schedule a life-changing call at FountainLife.com/Pomp Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at FountainLife.com/pomp
======================
BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.
======================
Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.
======================
- 0:00 - Intro
- 0:56 - Has the market officially entered a new regime?
- 3:58 - Global shortages & why inflation is rising again
- 11:25 - Where smart money is moving right now
- 16:09 - Could inflation spike back above expectations?
- 21:31 - Why stocks struggle in high inflation environments
- 25:31 - Will markets recover or stay flat this year?
- 27:30 - Why bitcoin could lead the next cycle
- 33:29 - Why most altcoins won’t outperform bitcoin
- 37:55 - How AI is disrupting markets & software
- 41:15 - Why bitcoin is the ultimate asset in this shift
Transcript
Click on a timestamp to play from that location
| 0:00.0 | When the tax year ends on the 5th of April, valuable tax allowances may be lost simply because people left things too late. |
| 0:08.0 | Thankfully, Vanguard is here to help you make well-consider decisions, not rushed ones. |
| 0:14.0 | Their tax year-end hub is full of clear guidance, helpful tools and timely reminders to help you understand your allowances and give your investments the best chance to grow. |
| 0:24.0 | Search Vanguard investor to learn more. When investing, your capital is at risk. Tax rules apply. |
| 0:31.2 | The world moves fast. Your workday? Even faster. Pitching products, drafting reports, analyzing data. Microsoft 365 |
| 0:39.6 | co-pilot is your AI assistant for work, built into Word, Excel, PowerPoint, and other Microsoft 365 apps you use, |
| 0:48.6 | helping you quickly write, analyze, create, and summarize. So you can cut through clutter and clear a path to your best work. |
| 0:56.2 | Learn more at Microsoft.com slash M365 copilot. I want to be invested in something that can |
| 1:01.6 | compound at 50% a year and I think Bitcoin will do it. So all-time highs for Bitcoin this year, |
| 1:05.8 | mainly because inflation is here, liquidity is needed, and I don't see a regime shift going back the other direction. I actually think we officially left the glory days of QE and inflation. And we're in a world where the government can't print money, debt's high. And the rotation of the assets is going to start chasing the one that doesn't have a story. What's going on, guys? Today we've got a great conversation with with Jordi Visser. In this conversation, we are going to talk about why the market has finally been beaten to submission. What's going to happen with inflation? Why he thinks it's going much higher, what that means for the stock returns in your portfolio, and you better get very ready for that conversation. We didn't talk about Bitcoin, what's going on with the Iran war and how Jordi is seeing asset rotation happening in people's portfolio, what returns are |
| 1:47.5 | going to look like over the next decade or so? And frankly, what should you be doing in your portfolio? Jordan is here to break it all down for us this week. Here's my latest conversation with Jordie Visser. All right, Jordy, market submission. You think that the market has now been put into submission. |
| 2:01.2 | They're waving the white flag and saying, okay, no moss. |
| 2:04.2 | What does that mean? |
| 2:06.4 | For the last three weeks, I think there was hope that this was going to be a repeat of last year. |
| 2:13.1 | Meaning tariffs got levied and there was a mini panic. |
| 2:17.8 | Stock sold off. |
| 2:19.4 | Trump and the administration stepped in with a bunch of words and eventually the market recovered and zoomed higher. |
| 2:26.3 | So let's use, let's use something people are all very familiar with. |
| 2:30.9 | Let's assume you get the stomach bug. |
| 2:33.8 | You throw up all night. but then the next day, |
| 2:37.6 | it's over. Well, that was Liberation Day. That was the tariffs. This two shall pass. It was just gone, |
| 2:43.8 | and then you move on. Then there's the other one, which is just a cold that you can't get rid of. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Anthony Pompliano, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Anthony Pompliano and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

