The Pomp Podcast
Bitcoin, AI & the Next Macro Shift Investors Aren’t Ready For | Jordi Visser
20 Dec 2025
Chapter 1: What is the main topic discussed in this episode?
What's up, everyone?
Chapter 2: What are the latest CPI data takeaways and their implications?
This is Anthony Pompliano. Many of you know me as Pomp. You're listening to the Pomp Podcast, which is my effort to find the most interesting people in the world and sit with them for hours while I ask questions in an effort to learn.
Chapter 3: How are gas prices and wages affecting inflation trends?
So it would mean the world to me if you would subscribe to the show on your favorite audio platform, watch episodes on YouTube, and tell your friends and family about the podcast. My goal is to help millions learn from the world's most interesting people. So let's get into today's episode.
Chapter 4: What is the outlook for interest rates and economic positioning by 2026?
Anthony Pompliano runs Pomp Investments. All views of him and the guests on his podcast are solely their opinions and do not reflect the opinions of Pomp Investments. You should not treat any opinion expressed by Pomp or his guests as a specific inducement to make a particular investment or follow a particular strategy but only as an expression of his personal opinion.
This podcast is for informational purposes only. There's three components of Bitcoin that I've kind of put my my side on.
Chapter 5: What are the challenges of AI adoption in enterprises?
When is this going to go back up? Because the one thing I believe in is that it's going higher. The question and the point you made, what's the probability? What would have to happen for it to sell off past 80,000 and down to 60? Crypto isn't getting money because it's all being sucked out by AI. I think that starts to change this year. What's going on, guys?
Today in this conversation with Jordy Visser, we talk about the recent CPI numbers, what's going on with the Fed, how is the stock market performing, what is going on in artificial intelligence. We get very specific. How can you use this technology to learn and to get better at your job? We talk about Bitcoin.
And also, Jordy throws out a couple of names of different organizations and companies that you should be paying attention to as an investor. All that and more in my latest conversation with Jordy Visser.
Chapter 6: How is AI transforming content creation and emotional engagement?
All right, Jordy, I thought a great place to start. We get the CPI numbers this week. Obviously, they came in ice cold compared to where expectations were. Maybe the two most interesting parts to me were actually economists thought that CPI was going to accelerate. It was going to go up, but instead it went down. And so, yes, the magnitude, I think, is what got everyone's attention.
But to me, the like opposite direction was actually more telling where economists completely missed. Now, the critics are saying, hey, wait, there's a bunch of data that's missing in here. This is basically not nefarious, but it is manipulated to a degree.
Chapter 7: What is the future of work with AI and how should investors adapt?
And so let's wait for December numbers. What'd you take away from the CPI measurement? The most important takeaway, in my opinion, for everyone who's listening to this is to care less about whether the number should have been year over year 2.6, 2.7, 2.8. And to go back to what Jerome Powell just said, his focus is on the labor market.
His focus on the belief that the bigger risk is the labor market. And we can kind of look through the inflation because going forward, the bigger risk is on inflation.
labor side we got jobs numbers as well so when you combine the two makes the fed's decision look rational and the reason the inflation stuff i'll keep saying we will not have inflation of any magnitude that impacts the market could we see cpi above three percent next year
Chapter 8: What is the current outlook for Bitcoin and its market dynamics?
Yes, but gas at the pump is going to have to go higher. So right now you have this three. I would say if you gave me the top three choices for inflation that matters in terms of the Prince, you're going to tell me what gas in the pump is done. People should go look. It's at four year lows right now. It's just coming down and it's coming down relentlessly. I think it's 38 States. It's under $3.
Yeah. So you're getting this and this has really fallen sharply over the course of the last few months. At the same point, wages continue to go down. And at the bottom end, they're going even further down. If you don't have wages going higher, it's really hard to make the argument that inflation is going to be sticky.
When people are voting socialist and they're going through, they're complaining about the fact they can't afford things. So you have that. And then... we've got a polarizing thing of blaming what affordability means and who's on it. Housing is coming down. So owner's equivalent rent, straight down. Gas at the pump, straight down. And wages down.
And the inflation swaps, which are the market's expectation of inflation going forward, they're also at the lows of the year and in a diamond ski slope down. So I think people should focus on the fact that there is a higher probability after this week that the Fed's going to raise rates next year. And I think that's where it should be.
This becomes important as people still continue to focus on, oh, my God, long term yields are going up in Japan, they're going up in Germany. And I think people are going to have to start to face the facts that we have a steepening yield curve.
The inflation data this week, regardless of whether you believe it or not, you have to leave inflation alone now for the next six months because the labor market remains the focus. OK, so there's a couple of things in here I want to dig a little bit deeper on. So gas prices are coming down. Home prices are coming down as well. I understand gas is a little bit more pronounced than the home prices.
The home prices is kind of like a little too late and a little too much. People would like it to be a much more significant decrease in the home price to make you kind of feel it. But it is coming down. Also, food in many categories is coming down as well. And so if you have gas, food, and homes generally trending downward, I always go to why. Why is it going down?
How much of it is the economic policies that are being put in place versus there's market dynamics at play that actually are not being affected by the economic policy? Do you have a sense for what's driving this kind of deflationary or disinflationary aspect of the economy? Yeah. Well, let's start with the before I get into kind of a driving force.
Let's just start with mean reversion, first of all, meaning we had a massive monetary stimulus that took us out of a world where we had been in disinflation for a long time. That disinflation occurred during exponential innovation, which was seen in the form of mobile, the cloud, software, SaaS. Everything that was coming in was disinflationary. We shoved a bunch of money in the system.
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