The 2026 Playbook: Bitcoin & A.I. | Jordi Visser - The Pomp Podcast Recap

Podcast: The Pomp Podcast

Published: 2026-01-03

Duration: 1 hr 8 min

Guests: Jordi Visser

Summary

Jordi Visser outlines key takeaways from 2025 and forecasts for 2026, focusing on the transformative role of AI in markets and its potential to drive economic growth. The discussion also covers Bitcoin's trajectory and practical ways to leverage AI for personal and professional advancement.

What Happened

Jordi Visser, a macro investor with over 30 years of Wall Street experience, dives into the performance of various assets in 2025. Stocks saw significant growth, with the NDX up 20% and the S&P 17%, while Bitcoin underperformed. Gold, on the other hand, excelled in the market. Visser notes that AI was underestimated last year but had a profound impact on market dynamics.

Looking ahead to 2026, Visser predicts that AI will continue to influence GDP growth, potentially pushing it to double digits. He highlights the economy's current 4% growth rate and declining inflation, emphasizing the Federal Reserve's rate cuts as a positive economic indicator. The increasing prevalence of digital workers, including AI agents, is expected to enhance productivity and efficiency.

Visser provides insights into the future of assets, suggesting that crypto, particularly Bitcoin, is poised for strong performance in 2026. Commodities like gold and silver are also expected to do well. He stresses the importance of AI in markets, noting that AI-related assets are driving the current market trends.

The conversation also delves into practical applications of AI, with Visser explaining how AI can aid in financial decision-making and investment strategies. He references books like 'Make Your Bed' by Admiral William H. McRaven and 'Thinking in Bets' by Annie Duke to illustrate the importance of routine and strategic thinking in adopting AI technologies.

Visser discusses the evolving role of AI in programming, quoting Andrej Karpathy on the rapid changes in the field. He emphasizes that AI is enabling non-technical users to create sophisticated applications, transforming English into the 'hottest new programming language.'

The episode concludes with predictions for 2026, including the rise of task-specific AI agents and their potential to automate routine tasks. Visser is launching a new Substack focused on health and longevity, sharing insights from his personal journey and research.

Key Insights