Bitcoin vs Gold vs Stocks: The Chart Everyone Misses

Jordi Visser (@JordiVisserLabs) is a veteran macro investor with 30+ years of market experience and the author of the VisserLabs Substack. In this episode, we unpack the Federal Reserve rate pause, the case for a more forward-looking Fed, and how rapidly advancing AI is reshaping inflation vs. deflation expectations. We also explore the scarcity trade across bitcoin, silver, energy, and semiconductors—and how investors can think about positioning as physical constraints collide with abundant software. 🔊 Audio Podcast Listen to The Pomp Podcast on the audio platform of your choice: http://pomppodcast.com 🖥️ From The Desk of Anthony Pompliano Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/ 📧 Newsletter Pomp writes a daily letter to over 270,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at: https://pomp.substack.com/ 👉 Follow Pomp on Social Media: Twitter: https://twitter.com/APompliano Instagram: https://www.instagram.com/pompglobal/ LinkedIn: https://www.din.com/in/anthonypompliano/ 🤝 Podcast Sponsors Figure – Enter to win $25k USDC with Democratized Prime while earning ~9% APY! They also have the lowest industry interest rates at 8.91% with 12 month terms! Take out a Bitcoin Backed Loan today and buy more Bitcoin. Check out Figure! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure. Learn more at http://www.abra.com. ⏰ TimeStamps: 0:00 - Intro 0:30 - Fed’s decision to pause interest rates 4:11 - Impact of the next Fed chair 6:13 - Time, psychology, & bitcoin 9:38 - Pricing assets in gold terms 10:46 - AI factories, energy, and compute limits 14:35 - Metals runs & investor fear 17:43 - Software selloff & big tech risk 23:08 – Trimming winners & rotating capital 27:50 – Elon, Tesla, & SpaceX 33:13 – Jordi’s Sunday video preview & AI urgency #Bitcoin #AnthonyPompliano #Pomp