The Pomp Podcast #1562 Jordi Visser | Short Squeeze Incoming? Bitcoin, Iran, and the Global Power Crisis
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Jun 14, 2025 
Jordi Visser, a macro investor with 30 years of Wall Street expertise and a writer for 'VisserLabs,' dives into the interplay of global crises and market dynamics. He analyzes the effects of geopolitical tensions between Israel and Iran on Bitcoin, oil, and gold, emphasizing the importance of strategic investing. Visser discusses the evolving landscape influenced by U.S.-China economic relations and highlights the impact of large language models on financial analysis. He also offers insights into Bitcoin's rising potential amid changing market sentiments.
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Geopolitics Usually Cause Short-Term Impact
- Geopolitical conflicts cause short-term market reactions but rarely impact long-term economy or earnings.
- Bitcoin does not act as a geopolitical hedge as it relates more to the digital economy than conflict.
Power Drives Investment Themes
- Energy and power are the dominant investment themes due to supply shocks and AI's growing energy demand.
- Investing in energy companies that support AI power needs offers opportunities beyond just oil price plays.
AI Demand Creates Insatiable Power Needs
- Oracle's earnings showed AI demand is insatiable, with clients requesting all available capacity worldwide.
- AI token demand is growing parabolically, becoming a major driver of future power consumption.