Episode Details

Markets are fracturing into many markets—scarcity, not macro slogans, is driving returns. Original episode: 1h 20m — Condensed version: 18m. Anthony Pompliano and guest Jordi Visser map how AI-driven compute demand, semiconductor shortages, energy shocks, and geopolitics are reshaping stocks, commodities, and Bitcoin. You’ll learn why semiconductors and energy have led recent gains, how central-bank reflexes shorten bear markets, and why scarcity in DRAM, GPUs, and power could keep volatility and pricing power high. Jordy explains the tension between an eventual AI-driven deflationary thesis and the near-term inflationary buildout of hardware, and why Bitcoin behaves like both tech and commodity—plus why institutional flows and miner competition matter. Ideal for investors focused on AI, semiconductors, venture capital, commodity cycles, and crypto allocation. Listen now to get the key ideas in minutes.