Episode Details

Hook: Bitcoin can win in inflationary and deflationary regimes — if you understand where scarcity is emerging. This condensed episode of The Pomp Podcast pares down the original ~60-minute conversation to ~15 minutes, delivering Jordi Visser's top insights fast. Host Anthony Pompliano and guest Jordi Visser explain why compute, chemicals, power, and semiconductors are becoming the new scarcity winners, how AI-driven demand reshapes data center and memory markets, and why Bitcoin functions as a multi-regime hedge. You'll learn the thematic baskets to watch (whole-rack infrastructure, memory, power semiconductors, chemicals), practical investor rules for scarcity trading, and key macro signals like PMIs and real yields. Ideal for listeners interested in Bitcoin, crypto, AI, semiconductors, and macro trends. Listen now to get the key ideas in minutes.