Jordi Visser is a veteran macro investor with over 30 years of market experience and the author of the VisserLabs Substack. In this conversation, we break down bitcoin’s role in a deflationary world, inflation, Fed monetary policy, and the scrutiny around Jerome Powell. We also explore how AI is reshaping productivity and healthcare, the rise of humanoid robots, and what it all means for markets—plus a few laughs along the way.

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• 0:00 - Intro
• 1:01 – Are young people into bitcoin?
• 6:58 - Deflation vs inflation (what it means for bitcoin)
• 16:11 - AI agents & stablecoins: “what is money?”
• 21:12 - Bitcoin price levels & Jordi’s approach
• 23:39 – Powell investigation (does it matter?)
• 27:31 - Does GDP still matter?
• 32:46 – Tesla & humanoid robots (how big is this?)
• 39:05 – “Body Guard Circle” - security automation
• 43:07 – Humanoids reading humans (future risks)
• 47:10 – Jordi’s content & Miami live show

Jeff Park is a Partner & Chief Investment Officer at ProCap Financial. In this conversation, we discuss Fed independence and the ongoing investigation impacting markets, Jeff’s outlook on Bitcoin and public equities, and what the potential BitGo IPO could mean for the crypto space. We also touch on regulatory clarity, the GENIUS Act, and where U.S. legislation around digital assets may be headed.

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Bitwise is one of the largest and fastest-growing crypto asset managers, with more than $15 billion in client assets across an expanding suite of investment solutions—including the world’s largest crypto index fund—plus products spanning Bitcoin, Ethereum, DeFi, and crypto equities. In addition to managing assets, Bitwise helps investors stay informed about the fast-moving crypto market. Every week, CIO Matt Hougan breaks down what’s happening in crypto in five minutes or less. Read the latest at https://experts.bitwiseinvestments.com/cio-memos. Certain Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit https://bitwiseinvestments.com/disclosures to learn more.

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Sign up for the Gemini Credit Card: https://gemini.com/pomp #GeminiCreditCard #CryptoRewards This video is sponsored by Gemini. All opinions expressed are my own and not influenced or endorsed by Gemini. Gemini-branded credit products are issued by WebBank. For more information regarding fees, interest, and other cost information, see Rates & Fees: https://gemini.com/legal/cardholder-agreement Some exclusions apply to instant rewards; these are deposited when the transaction posts. 4% back is available on up to $300 in spend per month for a year (then 1% on all other Gas, EV charging, and transit purchases that month). Spend cycle will refresh on the 1st of each calendar month. See Rewards Program Terms for details: https://gemini.com/legal/credit-card-rewards-agreement Checking if you’re eligible will not impact your credit score. If you’re eligible and choose to proceed, a hard credit inquiry will be conducted that can impact your credit score. Eligibility does not guarantee approval.

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As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public’s products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.

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• 0:00 – Intro

• 1:48 – Fed independence & Powell investigation

• 12:01 – Why this matters even if Powell is leaving soon

• 14:37 – Executive power vs the Fed: speed, control, & global policy shifts

• 23:37 – President Trump & early data releases

• 34:20 – Bitcoin’s role amid policy chaos & shifting narratives

• 38:39 – BitGo IPO & institutional crypto adoption

Anthony Pompliano and John Pompliano break down the growing pressure on the Federal Reserve — from Jerome Powell’s battle with inflation to how shifting monetary policy is reshaping markets in real time. We dig into what this moment means for Bitcoin, investor sentiment, the broader macro backdrop, and the NYC token controversy surrounding Eric Adams.

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This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure.
Learn more at http://www.abra.com.

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• 0:00 – Intro

• 1:12 — Jerome Powell controversy

• 14:50 – Will the Fed cut rates? Inflation outlook

• 18:13 – Claude Code, AI automation, & why inflation is falling

• 25:22 – Bitcoin vs the Fed & geopolitics

• 31:22 – Why younger generations care less about bitcoin

• 35:15 – Eric Adams & the NYC token controversy

• 38:17 – Advice for investors who lost money

Jordi Visser is a veteran macro investor with over 30 years of experience and the author of the VisserLabs Substack. In this conversation, we discuss the shift toward higher growth and lower inflation, how AI-driven productivity is reshaping the economy, housing, labor markets, and why energy and critical minerals are becoming central to global geopolitics. We also break down what these trends mean for markets and long-term investment portfolios.

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Bitwise is one of the largest and fastest-growing crypto asset managers, with more than $15 billion in client assets across an expanding suite of investment solutions—including the world’s largest crypto index fund—plus products spanning Bitcoin, Ethereum, DeFi, and crypto equities. In addition to managing assets, Bitwise helps investors stay informed about the fast-moving crypto market. Every week, CIO Matt Hougan breaks down what’s happening in crypto in five minutes or less. Read the latest at https://experts.bitwiseinvestments.com/cio-memos. Certain Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit https://bitwiseinvestments.com/disclosures to learn more.

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In this episode, Pomp spotlights easyBitcoin.app—the app that pays you 1% extra on recurring buys, 2% annual bitcoin rewards, and 4.5% APY on USD. Download it now for iOS or Android at https://easybitcoin.onelink.me/F1zP/klc4v1p8 and start earning today. Your capital is at risk. Crypto markets are highly volatile. This content is informational and not financial advice.

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Timestamps:

• 0:00 – Intro

• 1:57 – Is the economy entering high growth, low inflation?

• 4:17 – Could GDP really reach 10%?

• 9:09 – What this economic setup means for investors

• 12:36 – AI chips explained

• 16:44 – Data centers, power limits, & space

• 20:04 – AI, energy, & shifting global alliances

• 27:16 – Geopolitics: Iran, Cuba, Mexico, Greenland

• 30:54 – President Trump’s housing plan explained

• 33:20 – Will falling home prices hurt voters?

• 38:01 – Humans and humanoid robots working together

• 44:01 – Biggest risks & personal concerns

• 47:43 – A simple AI product that shows what’s coming

• 52:09 – How to build powerful AI prompts

• 55:16 – Why building software beats buying it now

• 1:03:17 – AI consulting and how to get involved

• 1:05:13 – Live show announcement

Jeff Park is a Partner & Chief Investment Officer at ProCap Financial. In this conversation, we break down the outlook for 2026, how bitcoin is positioned within global markets, and what shifting capital flows mean as major institutions like Morgan Stanley enter the space. Jeff also shares insights on geopolitics, artificial intelligence, and why these forces are increasingly shaping bitcoin and broader financial markets.

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Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/

=======================

Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at ⁠https://uphold.sjv.io/K0RXra.⁠ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.

=======================

Bitwise is one of the largest and fastest-growing crypto asset managers, with more than $15 billion in client assets across an expanding suite of investment solutions—including the world’s largest crypto index fund—plus products spanning Bitcoin, Ethereum, DeFi, and crypto equities. In addition to managing assets, Bitwise helps investors stay informed about the fast-moving crypto market. Every week, CIO Matt Hougan breaks down what’s happening in crypto in five minutes or less. Read the latest at https://experts.bitwiseinvestments.com/cio-memos. Certain Bitwise investment products may be subject to the extreme risks associated with investing in crypto assets. Visit https://bitwiseinvestments.com/disclosures to learn more.

=======================

Timestamps:

• 0:00 – Intro

• 1:59 – Bitcoin setup for 2026: positioning, flows, leverage

• 4:35 – Volatility + drawdowns: are bear markets changing?

• 7:49 – The “ideological investor” & 3 forces shaping 2026

• 13:48 – Venezuela bitcoin rumors & geopolitics driving markets

• 20:15 – Gold/jewelry drama & verifying what’s real

• 23:06 – AI content & implications for the next generation

• 34:05 – Morgan Stanley launching Bitcoin ETF & Solana ETF

Dave Collum is a Professor of Chemistry at Cornell University. In this conversation, we discuss asset prices in 2025, the economy, and the impact of monetary policy on markets. Dave explains why he believes the stock market is overvalued, why he’s concerned about risk assets, and why he’s uneasy about gold’s strong performance despite being a major holder. We also touch on his annual letter, inflation, investing outlooks, U.S. politics, geopolitics, and why independent thinking matters heading into 2026.

=======================

BitcoinIRA: Buy, sell, and swap 80+ cryptocurrencies in your retirement account. Take 3 minutes to open your account & get connected to a team of IRA specialists that will guide you through every step of the process. Go to https://bitcoinira.com/pomp/ to earn up to $1,000 in rewards.

=======================

As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public’s products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.

=======================

Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://uphold.sjv.io/K0RXra. This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.

=======================

Timestamps:

• 0:00 - Intro
• 1:31 — 2025 asset performance & Dave’s big picture market view
• 5:56 — Debate: productivity/AI & “new era” valuations
• 11:33 — AI: the tech may be real, but the investment setup may be bad?
• 20:07 — Dave’s portfolio positioning & Gold vs Bitcoin
• 28:08 — Tether: transparency vs risks
• 32:40 — Evaluating Strategy leverage & premiums
• 35:25 — “Rough seas ahead” & why valuation is the core risk
• 46:17 — U.S. economic policy, tariffs, DOGE, government “fraud”
• 1:13:30 — Housing affordability: why building “luxury” can lower overall rents
• 1:18:48 — AI + education: personalized tutors vs losing the ability to think
• 1:22:42 — Tucker Carlson experience & media backlash
• 1:35:08 — Where to find Dave’s annual letter & closing thoughts

Jordi Visser is a macro investor with over 30 years of Wall Street experience and the writer behind the VisserLabs Substack. In this conversation, we break down the key lessons from 2025 and what to watch in 2026. We cover the assets and trends shaping the next cycle, the rapid impact of artificial intelligence on productivity, GDP, economic growth, and how individuals can use these tools to create more value in their work and lives. We also dive into bitcoin, AI’s role in markets, and practical takeaways you can apply immediately.

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CFO Silvia: https://www.cfosilvia.com/

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Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (⁠http://www.figuremarkets.co/pomp⁠), allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto’s potential today at Figure! ⁠http://www.figuremarkets.co/pomp⁠ Disclosures: Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply.

=======================

Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/

=======================

This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure.
Learn more at http://www.abra.com.

=======================

Timestamps:

• 0:00 – Intro

• 1:49 – 2025 market recap and biggest lessons

• 14:47 – 2026 outlook: can GDP growth accelerate?

• 21:30 – 2026 asset outlook: stocks, commodities, crypto

• 28:45 – How to use AI to make better decisions and investing ideas

• 33:36 – Silvia tax/parenting use cases and better portfolio construction with AI

• 40:41 – Karpathy’s tweet: AI is changing programming

• 49:17 – Building apps and tools with AI and the importance of curiosity + persistence

• 1:00:56 – 2026 prediction: task-specific AI agents

• 1:05:06 – Health, longevity, and Jordi’s new Substack

Jordi Visser is a macro investor with over 30 years of Wall Street experience and the writer behind the VisserLabs Substack. In this conversation, we break down the latest CPI data, what it means for the Fed’s next moves, artificial intelligence — how it’s changing the way people work, learn, and create an edge in their careers. We also cover bitcoin, macro positioning, and specific companies and organizations investors should be paying attention to right now.

=======================

Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (http://www.figuremarkets.co/pomp), allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto’s potential today at Figure! http://www.figuremarkets.co/pomp Disclosures: Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply.

=======================

As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public’s products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.

=======================

Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://uphold.sjv.io/K0RXra. This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.

=======================

Timestamps:

• 0:00 – Intro

• 1:39 – CPI takeaways & why direction matters more than the number

• 4:33 – Gas prices, wages, housing & why inflation pressure is fading

• 7:44 – Outlook 2026 & rate hike vs rate cut debate

• 12:49 – Jim Chanos bear case on AI & Oracle explained

• 17:18 – How to actually use ChatGPT + enterprise AI adoption problems

• 25:15 – Content creation, avatars & human emotion vs AI

• 30:05 – AI slop, deepfakes & public trust

• 34:23 – The future of work + how investors can play AI in public markets

• 41:18 – Bitcoin outlook + “silent IPO”

• 45:43 – Where to find Jordi’s work & what’s coming next