The Pomp Podcast

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss why bitcoin is decoupling from software stocks, how it wins in both inflationary and deflationary environments, and the five scarcity-driven investment baskets Jordi is tracking right now. We also get into the AI agents shift, why public companies are struggling to adopt AI, and how to position a portfolio in a world of shortages.
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Consensus Miami is the largest crypto conference in the world — May 5-7, 2026 in Miami. 20,000 attendees. 72% director-level or above. The deals, partnerships, and investments that shape the next cycle get made here. Use code POMPLIANO for 25% off your pass → https://go.coindesk.com/c26pomp
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Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.
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0:00 - Intro 
0:54 - Bitcoin vs. software stocks decoupling?
5:43 - Inflation vs. deflation & what it means for bitcoin 
12:35 - The 5 thematic investment baskets 
23:27 - Real-time information & podcasts vs reading 
33:27 - AI security, hacking & what it means for bitcoin 
36:15 - Anthropic vs. OpenAI vs. Meta — the model race 
42:15 - Contracted annual run rate & the revenue illusion 
45:35 - Jordi's scarcity trader worldview
49:03 - The fourth turning, politics & generational change

Michael Saylor is the CEO of Strategy (formerly MicroStrategy), the first publicly traded company to convert a material portion of its balance sheet into bitcoin. In this conversation, we revisit the very first time Michael Saylor ever publicly talked about bitcoin — recorded in late 2020 when bitcoin was trading around $10,000. We discuss his background founding MicroStrategy at age 24, the macro conditions that led him to reject cash as a store of value, why he chose bitcoin over gold and real estate, how he acquired $425 million in bitcoin without moving the market, and why he believes bitcoin is on a path to rival or surpass gold's market cap.
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Consensus Miami is the largest crypto conference in the world — May 5-7, 2026 in Miami. 20,000 attendees. 72% director-level or above. The deals, partnerships, and investments that shape the next cycle get made here. Use code POMPLIANO for 25% off your pass → https://go.coindesk.com/c26pomp
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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.
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Bitget (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew) is the world's largest Universal Exchange (UEX) (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold. At launch, users can trade 79 instruments with USDT directly with the App. Users can also enjoy high liquidity and low slippage, while trading these assets with up to 500x leverage. For more information on Bitget TradFi, visit this article (https://bitget.com/support/articles/12560603846859). For more information, visit: Website (https://bitget.com/) | Twitter (https://x.com/bitget) | Telegram (https://t.me/BitgetENOfficial) | LinkedIn (https://linkedin.com/company/bitget-global/) | Discord (https://discord.com/invite/bitget)
For media inquiries, please contact: [email protected]
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0:00 - Intro
1:25 - Michael Saylor's background & founding MicroStrategy 
29:40 - The 99% stock crash & lessons learned 
31:07 - How COVID changed MicroStrategy's business 
33:37 - The macro problem: cash melting & asset inflation 
40:45 - How Saylor discovered bitcoin 
45:23 - Why not real estate, equities, or gold? 
49:10 - Bitcoin's network dominance & why it already won
53:30 - Addressing the "someone can copy it" critique 
59:28 - Convincing the board: homework assignments & deliberations 
1:04:30 - How they acquired $425M in bitcoin without moving price 
1:09:45 - Reaction from other CEOs & breaking the mental block 
1:12:00 - The four-minute mile moment for corporate bitcoin 
1:17:00 - Addressing bitcoin's volatility 
1:21:39 - Bitcoin vs. gold market cap
1:23:10 - Rapid fire questions & closing

Bitcoin is in a bull market right now. Anthony Pompliano breaks down the data — from institutional moves like Morgan Stanley's record ETF launch to Bitcoin's track record across 7 financial crises — and makes the case for why the next all-time high is closer than most people think.
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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
0:41 - Bitcoin's performance during 7 consecutive financial crises since 2020
2:13 - Morgan Stanley's record-breaking bitcoin ETF launch
3:05 - Charles Schwab turns on direct bitcoin trading
3:41 - Strategy's $2B Bitcoin purchase & institutional demand signals
4:45 - Bitwise report: under 1% chance of loss holding Bitcoin 3+ years
6:11 - The "333" stock market signal & what it predicts for the next 12 months
8:05 - Tom Lee: why the next 18–24 months could be the best of our lifetime
10:21 - Buying at all-time highs & consumer sentiment vs. asset prices
12:45 - The White House, midterm elections & impact on bitcoin
14:19 - Final outlook & who will win

Jordi Visser is a veteran macro investor with 30+ years of experience. In this conversation, we break down why AI is creating massive shortages in chips, energy, and commodities—and what that means for inflation and markets. We also discuss why stocks keep hitting highs despite economic pressure, how scarcity is becoming the most important investing theme, and why bitcoin could be setting up for a major move.
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Consensus Miami is the largest crypto conference in the world — May 5-7, 2026 in Miami. 20,000 attendees. 72% director-level or above. The deals, partnerships, and investments that shape the next cycle get made here. Use code POMPLIANO for 25% off your pass → https://go.coindesk.com/c26pomp
======================
Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.
======================
Bitget (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew) is the world's largest Universal Exchange (UEX) (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold. At launch, users can trade 79 instruments with USDT directly with the App. Users can also enjoy high liquidity and low slippage, while trading these assets with up to 500x leverage. For more information on Bitget TradFi, visit this article (https://bitget.com/support/articles/12560603846859). For more information, visit: Website (https://bitget.com/) | Twitter (https://x.com/bitget) | Telegram (https://t.me/BitgetENOfficial) | LinkedIn (https://linkedin.com/company/bitget-global/) | Discord (https://discord.com/invite/bitget)
For media inquiries, please contact: [email protected]
======================
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 
1:08 - Why stocks keep hitting all-time highs 
5:44 - AI shortages & supply constraints
8:15 - Why dips don’t last (V-shaped market)
10:15 - Inflation vs deflation debate
21:35 - Semiconductors = key commodity
30:05 - Running out of compute (chips & power)
34:45 - AI demand surge & what future looks like
48:31 - Bitcoin outlook.. could it explode higher?

Neil McDonald is the CEO of Moomoo US and a former executive at Morgan Stanley, JPMorgan, and Citadel. In this conversation, we break down how retail investing has evolved—from access and information to powerful tools and AI that are leveling the playing field with Wall Street. We also discuss crypto, tokenized stocks, and what the future of investing looks like.
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Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.
=====================
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
1:05 - Why Moomoo is growing so fast
4:38 - How trading tools changed everything & why most traders fail 
9:28 - AI & the future of trading
12:31 - Stocks vs crypto on the platform
14:12 - Tokenized stocks explained
18:33 - Options trading & retail behavior
22:30 - Career lessons from working on Wall Street 
24:35 - Building a fintech in a regulated world
26:30 - How retail investors are evolving
28:07 - Risk management on Wall Street vs retail
30:20 - Biggest challenges ahead