The Pomp Podcast

#1579 Jordi Visser | Why Bitcoin Will EXPLODE During The AI Era

58 snips
Jul 26, 2025
Jordi Visser, a seasoned macro investor with three decades on Wall Street, dives into the fascinating intersection of Bitcoin and AI. He discusses Bitcoin's explosive potential and its new role in the financial landscape. Visser highlights the rise of retail investors, the implications of Fed independence on interest rates, and the significance of gold as a stable partner to Bitcoin. They explore the future of work in an automated world and the evolving dynamics of market investments, making the case for a strategic shift in investor focus.
Ask episode
AI Snips
Chapters
Transcript
Episode notes
INSIGHT

PMI: Economic Growth Indicator

  • The PMI (Purchasers Manufacturing Index) is a key leading indicator that correlates strongly with S&P 500 earnings.
  • A PMI above 50 signals expansion, below 50 implies contraction, reflecting manufacturing industry health and overall economic growth.
INSIGHT

AI's Power Demand Challenge

  • Demand for electricity, especially driven by AI and data centers, is outstripping supply, creating a pressing power grid challenge.
  • Solving this will need novel solutions and major investments in energy infrastructure to support technology growth.
INSIGHT

Robotics to Fill Labor Gaps

  • Robotics and automation will fill labor shortages in blue-collar, energy, and mining jobs rather than fully replace workers.
  • New tech in industries like mineral extraction will augment human labor and improve efficiency over time.
Get the Snipd Podcast app to discover more snips from this episode
Get the app