The Pomp Podcast Bitcoin vs Gold vs Stocks: The Chart Everyone Misses | Jordi Visser
193 snips
Jan 31, 2026 
Jordy Visser, a 30+ year macro investor and VisserLabs Substack author, breaks down Fed rate pauses and the risk of a lagging central bank. He links AI-driven compute demand to commodity shortages and talks about pricing assets in gold terms. He also explores scarce physical inputs like silver, chips, and energy and why rotation from software to hardware matters.
AI Snips
Chapters
Transcript
Episode notes
Push The Fed To Think Forward
- Visser recommends the Fed be more forward-looking given AI's rapid acceleration.
- He suggests central bankers should focus on five-year outcomes, not only current data.
Time Compression Breaks Long-Duration Assumptions
- Time compression from AI means long-duration valuations are more fragile.
- Rapid innovation can produce parabolic moves that force quick re-ratings in assets like Bitcoin and silver.
Gold, Stocks, And The Compute Bottleneck
- Jordi tracks assets priced in gold and sees an inflection similar to the PC era.
- He warns hyperscalers face compute capacity limits forcing firms to build AI factories and capex.