The Pomp Podcast: Bitcoin, the Fed, and AI’s Next Big Rotation

Markets may be entering a regime shift, and Jordi Visser breaks down why Bitcoin, AI stocks, and the Fed could all be at an inflection point. In this condensed recap of The Pomp Podcast, Anthony Pompliano and Visser explore how recent volatility may signal a larger macro turning point, why the Federal Reserve appears out of traditional tools, and how deficits, rates, and reflation pressures are reshaping the outlook for gold, silver, and crypto. You’ll hear Visser’s take on AI as a still-healthy deleveraging event rather than a bubble burst, his case for insatiable compute demand, and why semiconductors, memory, and AI infrastructure may lead the next cycle. The episode also covers Bitcoin’s potential catalyst, the role of regulatory clarity, and why capital could rotate from AI into crypto as central banks face tougher choices. Listen now to get the key ideas in minutes.