Jordi Visser is a veteran macro investor with 30+ years of market experience and the author of the VisserLabs Substack. In this episode, we unpack the Federal Reserve rate pause, the case for a more forward-looking Fed, and how rapidly advancing AI is reshaping inflation vs. deflation expectations. We also explore the scarcity trade across bitcoin, silver, energy, and semiconductors—and how investors can think about positioning as physical constraints collide with abundant software.

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0:00 – Intro
1:24 – Fed’s decision to pause interest rates
5:05 – Impact of the next Fed chair
7:07 – Time, psychology, & bitcoin
10:32 – Pricing assets in gold terms
11:40 – AI factories, energy, and compute limits
15:29 – Metals runs & investor fear
18:37 – Software selloff & big tech risk
24:02 – Trimming winners & rotating capital
28:44 – Elon, Tesla, & SpaceX
34:07 – Jordi’s Sunday video preview & AI urgency

Bitcoin vs Gold vs Stocks: The Chart Everyone Misses | Jordy Visser

The Pomp Podcast