The Pomp Podcast

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we unpack the chaos hitting markets in 2026—from weak jobs data and Fed uncertainty to private credit cracks, AI-driven disruption, and the collapse of old economic playbooks. We also discuss software repricing, energy infrastructure, synthetic media, portfolio positioning, and why Jordi believes bitcoin is the truest AI trade in a world moving faster than ever.
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For media inquiries, please contact: [email protected]
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Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.
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0:00 - Intro
0:53 - The current state of the U.S. economy
5:18 - Does the jobs report force the Fed to cut rates?
8:28 - How do the Iran, Venezuela, & Cuba situations end?
14:00 - Is the speed of military & government action changing?
19:12 - What is happening in private credit right now?
25:04 - Should investors run toward distressed private credit or avoid it?
28:47 What happens to a traditional 60/40 portfolio over the next decade?
32:27 -  Is Jordi still bullish on energy infrastructure & power demand?
35:37 - What Jordi’s AI setup looks like
43:13- How will AI-generated content & synthetic media change content creation?
49:50 - When will society normalize humans working alongside AI assistants?
52:20 - Is Jordi nervous or excited for rest of 2026?

Brian Dixon is the CEO of Off The Chain Capital. In this conversation, we discuss whether bitcoin acts as a risk-on tech asset or “insurance from war” during geopolitical conflict, the macro forces impacting the market, and why institutions are increasingly accumulating bitcoin. We also cover regulatory catalysts, bitcoin’s relationship with AI and traditional assets, and Brian’s value-investing approach to opportunities across the crypto ecosystem.
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Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.
=====================
0:00 - Intro
1:02 - Is war good or bad for bitcoin?
2:23 - How investors rebalance portfolios during conflict
8:48 - Institutional demand for bitcoin
12:47 - Bitcoin’s real-world use case in conflict zones
19:50 - Bitcoin vs stocks, gold, & AI
21:46 - What risks worry bitcoin investors?
25:52 - Bitcoin treasury companies & value investing
29:35 - Off The Chain Capital’s investment strategy
35:47 - Catalysts that could drive bitcoin higher

Natalie Brunell, Russell Okung, and Bill Miller IV join this panel recorded live at Bitcoin Investor Week in New York. In this conversation, we discuss bitcoin as a long-term adoption story, why it represents sovereignty and “freedom money” for many, and how athletes and traditional finance investors think about allocating to it. We also cover common criticisms, the education gap, bitcoin vs. gold, and why the panel believes we’re still early in a multi-decade trend.
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Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.
=======================
0:00 – Intro: Bitcoiners vs the World 
1:00 – Russell Okung on taking his salary in bitcoin
4:44 – Natalie Brunell’s bitcoin journey
7:25 – A traditional finance view on bitcoin
9:08 – The bitcoin mindset & sovereignty
14:45 – Bitcoin, hope, & the American dream
17:28 – What institutions think about bitcoin
19:32 – How to talk about bitcoin to different audiences

Phong Le is CEO of Strategy (formerly MicroStrategy), and David Bailey is CEO & Chairman of KindlyMD. This conversation was recorded live at Bitcoin Investor Week in New York. In this conversation, we discuss Strategy’s evolution from a bitcoin holding company to a leveraged treasury and now a digital credit platform, including the launch of its perpetual preferred product designed to offer bitcoin exposure with lower volatility and yield. We also cover capital markets strategy, competition among bitcoin treasury companies, macro impacts, and bitcoin’s continued integration into Wall Street and global finance.
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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.
======================
Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.
======================
0:00 - Intro
0:25 - Strategy’s three phases of buying bitcoin
7:04 - Bitcoin’s graduation into Wall Street & traditional finance
10:11 - Macro economy & Fed policy
12:01 - Would they ever sell their bitcoin holdings?
15:26 - Bitcoin, government policy, & political adoption
19:52 - The responsibility of running a public bitcoin company
26:35 - The future of bitcoin treasury models & consolidation

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this episode, we break down the viral Citrini paper and whether AI disruption is being overstated or simply repriced by markets. We also discuss compressed software valuations, NVIDIA, shifting credit conditions, and why crypto and bitcoin could benefit in a world that increasingly needs speed, verification, and secure financial rails.
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Bitget (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew) is the world's largest Universal Exchange (UEX) (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold. At launch, users can trade 79 instruments with USDT directly with the App. Users can also enjoy high liquidity and low slippage, while trading these assets with up to 500x leverage. For more information on Bitget TradFi, visit this article (https://bitget.com/support/articles/12560603846859). For more information, visit: Website (https://bitget.com/) | Twitter (https://x.com/bitget) | Telegram (https://t.me/BitgetENOfficial) | LinkedIn (https://linkedin.com/company/bitget-global/) | Discord (https://discord.com/invite/bitget)
For media inquiries, please contact: [email protected]
=======================
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.
=======================
Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.
=======================
0:00 – Intro
0:57 – The Citrini AI Paper debate
4:55 – Why software stocks are getting repriced
10:39 - Can AI replace SaaS companies?
15:53 – NVIDIA earnings & market regime shift
21:05 – Why crypto wins in the next cycle
29:37 – AI, government & autonomous weapons
36:39 – Deepfakes, spam & the need for crypto
41:29 – Survive vs Thrive: positioning for what’s next