Bitcoin vs Gold vs Stocks: The Chart Everyone Misses | Jordi Visser
episodePreviously titled “ Bitcoin vs Gold vs Stocks: The Chart Everyone Misses | Jordy Visser” — renamed by the publisher on Aug 3, 2026
Transcript
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What is the main topic discussed in this episode?
What's up, everyone?
What was the Federal Reserve's decision on interest rates?
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. 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.
How will the next Fed chair impact the economy?
My goal is to help millions learn from the world's most interesting people. So let's get into today's episode.
What role does psychology play in Bitcoin investment?
Anthony Pompliano runs Pump Investments. All views of him and the guests on his podcast are solely their opinions and do not reflect the opinions of Pump Investments. You should not treat any opinion expressed by Pump 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.
How do we price assets in terms of gold?
This podcast is for informational purposes only.
What are the implications of AI on energy and compute limits?
If we need certain things in a certain amount of time, we can't get them if they're physical. We can certainly get them if they're based on software. And so Bitcoin fits in this world where I think it is a scarce asset. Things that are scarce are getting more valuable.
How are metals influencing investor behavior and market fears?
And I think people just need to be a little bit more focused on if it goes down to 70,000 before it goes to 200,000 and it takes only a month to get to 200,000, pay attention to silver. People that got frustrated ended up watching something go up dramatically in a short amount of time.
All right, guys.
What risks do software companies face in the current market?
Jordan and I are both traveling, but we are not going to miss a single week to bring you guys all of his thoughts. Jordan, I thought a great place to start the conversation is the Fed decision this week. They obviously decided to pause on the interest rate cuts. I probably disagree, but I don't know how you think about this. What do you think about the Fed decision?
So... what whether i agree with the decision or not i understand or we learned a lot about how they're thinking about this and this this problem is going to be there um even when the new fed chair takes over uh it it's something i think people have to just come to terms with and the reason i say that you are focused on inflation heading lower at the time that at the same time that's happening oil prices are up over 10 percent in the last call it 10 days. Silver is obviously up dramatically. DRAM prices are up dramatically. We're going to see prices go up dramatically for iPhones, for computers, for everything because of DRAM prices, silver prices. That's all coming. So there's going to be pockets of inflation, and it's going to, again, bring some issues that come in.
Do I think that the labor situation, we also had the Atlanta Fed wage number come out. I mean, it was a big drop. We still have a problem with the labor market, and I think that's going to be an issue going forward. So I don't agree with the fact that they're not being more aggressive, but I understand that they can't really be cutting rates aggressively when you've got inflation kind of poking its head, you've got parabolic moves, and at the same time, you have a stock market that has moved higher and is at all-time highs.
Now, when you look at the Fed making this decision, it's very complex. There's a lot of inputs that they're obviously paying attention to. And one of the things that I think I am probably more sensitive to, yes, inflation is one key component, but it does feel like they don't get to make a decision on a day-to-day basis. And the speed at which this is all moving is very different than maybe you would expect in a normal economy. And so to me, there's a bigger risk of them falling behind or kind of getting behind the curve. Do you worry about that at all?
Yeah. You know, I wrote a paper on time and just this whole concept that when things are moving at an exponential pace, everything is kind of vulnerable here. If you're a VC or you're a private equity firm or a private credit firm or anything related to long duration software where valuations are high,
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Chapters
8 chapters
1
What is the main topic discussed in this episode?
0:02–0:03
2
What was the Federal Reserve's decision on interest rates?
0:03–0:24
3
How will the next Fed chair impact the economy?
0:24–0:30
4
What role does psychology play in Bitcoin investment?
0:30–0:50
5
How do we price assets in terms of gold?
0:50–0:54
6
What are the implications of AI on energy and compute limits?
0:54–1:08
7
How are metals influencing investor behavior and market fears?
1:08–1:25
8
What risks do software companies face in the current market?
1:25–37:58
Speakers
2 identifiedMore from The Pomp Podcast
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