The Pomp Podcast: Bitcoin, Fed Policy, and the Shift Beyond the AI Trade

Bitcoin may be entering a new regime, and Jordi Visser explains why one Fed decision could shape its next move. In this condensed recap of The Pomp Podcast with host Anthony Pompliano and guest Jordi Visser, listeners get the key takeaways from a wide-ranging conversation on Bitcoin, inflation, AI stocks, semiconductors, and market volatility—without sitting through the full episode. Visser argues that AI-related assets are still volatile, but the easy upside in the AI trade may be fading, while Bitcoin’s lower volatility and debasement appeal make it stand out. He also highlights where he still sees opportunity in AI infrastructure, memory chips, and companies like Micron, ASML, and Samsung, and why robotics and physical AI could be the next capital rotation. You’ll also hear his view on cooling inflation, the Fed outlook, Ethereum, tokenization, and how agentic AI workflows may reshape markets. Listen now to get the key ideas in minutes.