The Pomp Podcast The AI Shock Is About to Reprice Bitcoin | Jordi Visser
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Jan 10, 2026 
Jordi Visser, a seasoned macro investor and author, shares his insights on the intersection of AI and the economy. He discusses how AI is driving productivity, potentially reshaping GDP forecasts, and driving shifts in housing and labor markets. Visser highlights the strategic importance of energy and critical minerals in geopolitical dynamics, particularly in relation to China. He also warns about data center power constraints and hints at the implications for Bitcoin and gold as fiat returns decline. His perspective on the evolving job landscape and the need for curious talent adds depth to the conversation.
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AI Is Driving High Growth, Low Inflation
- Artificial intelligence is a major driver behind rising productivity and lower inflation outcomes.
- Jordi Visser argues AI explains surprising GDP strength paired with soft labor data.
Energy Is The New AI Bottleneck
- Power constraints are now the principal bottleneck for AI scale and data centers.
- Visser emphasizes that energy and infrastructure, not chip supply alone, limit further AI deployment.
Rotate Into Physical Upgrade Winners
- Position portfolios toward physical upgrade beneficiaries: energy, infrastructure, and financials.
- Visser recommends owning companies that profit from electrification and AI-driven margin gains.