Jordi Visser: Bitcoin poised for all-time highs amid inflation, prolonged market shortages signal new investment regime, and S&P 500 could drop to 6,000 | The Pomp Podcast

Bitcoin poised for new highs amid inflation and liquidity demands, reshaping investment strategies towards commodities.

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Add us on Google by Editorial Team Apr. 10, 2026

Key takeaways

• Bitcoin is anticipated to reach new all-time highs this year, driven by ongoing inflation and liquidity demands.
• The market is undergoing a structural regime shift, affecting credit, interest rates, and economic growth.
• Prolonged shortages and market challenges are expected due to the current economic environment.
• Inflation is a significant concern due to persistent shortages and infrastructure damage.
• Higher oil prices are expected to persist, contributing to sustained inflation.
• Investors should pivot towards hardware and commodities, avoiding software amid economic uncertainties.
• A new investment regime is emerging, necessitating portfolio strategy adjustments.
• Commodities and materials should be considered essential components of investment portfolios.
• The equity market might reset at a lower level, with the S&P 500 potentially dropping to around 6,000.
• Economic conditions suggest a shift from traditional equity investments to commodities.
• Geopolitical factors are influencing oil prices, impacting inflation and economic stability.
• Understanding market dynamics and economic terminology is crucial for navigating current conditions.
• Market participants must consider the potential for ongoing economic difficulties and shortages.
• The structural situation in the market could lead to prolonged inflationary pressures.
• Strategic investment approaches should be based on anticipated economic conditions.

Guest intro

Jordi Visser is CEO of Visser Labs and Head of AI Macro Research at 22V Research. He previously served as President and Chief Investment Officer at Weiss Multi-Strategy Advisers from 2005 to 2024, after spending over a decade as Managing Director at Morgan Stanley focused on emerging markets. He is the author of the VisserLabs Substack.

Bitcoin’s trajectory in an inflationary environment

• Bitcoin is expected to reach all-time highs this year due to inflation and liquidity needs.

• I think bitcoin will do it so all time highs for bitcoin this year mainly because inflation is here liquidity is needed and I don’t see a regime shift going back the other direction.

  — Jordi Visser

• The current economic climate and inflation trends are key factors influencing Bitcoin’s performance.
• A regime shift indicates a structural change in the market’s complex system involving various economic factors.

• When you hear the word regime shift that is a structural change in a complex system the market is a complex system it involves credit it involves interest rates it involves inflation it involves economic growth stagflation.

  — Jordi Visser

• Understanding economic terminology and market dynamics is crucial for interpreting Bitcoin’s trajectory.
• Bitcoin’s potential for reaching new highs is linked to the broader economic landscape.
• The role of Bitcoin as a liquidity tool is becoming increasingly significant in the current environment.

Prolonged market challenges and shortages

• The current economic environment will lead to prolonged shortages and challenges in the market.

• This isn’t going away quickly in terms of oil prices… these are real shortages… this is the scarier thing to me is most people in the US because they don’t feel it and they don’t see it.

  — Jordi Visser

• Understanding the implications of current oil prices and market dynamics on global supply chains is essential.
• The potential for ongoing economic difficulties and shortages is critical for market participants to consider.
• Inflation is a significant concern due to ongoing shortages and structural damage to infrastructure.

• The inflation thing is real because the shortages are gonna take some time to get through and it isn’t just the straight there was a lot of damage done to the infrastructure.

  — Jordi Visser

• The market is facing a more structural situation than previously thought, which could lead to prolonged inflationary pressures.

• I think there’s a very very difficult situation that the market’s coming to terms with that this is more structural than they thought.

  — Jordi Visser

The impact of oil prices on inflation

• We should expect higher oil prices for an extended period, which will lead to sustained inflation.

• One thing everyone should just accept is we will have higher oil for longer… that means inflation is gonna be higher than before gas at the pump is gonna be higher than before.

  — Jordi Visser

• Understanding the geopolitical factors affecting oil prices and their impact on inflation is crucial.
• Higher oil prices are expected to persist, contributing to sustained inflation and economic slowdown.
• The link between oil prices and inflation highlights the interconnectedness of global economic factors.
• Geopolitical tensions are influencing oil prices, impacting inflation and economic stability.
• The persistence of higher oil prices underscores the need for strategic investment adjustments.
• Market participants must consider the broader implications of oil price trends on economic conditions.

Strategic investment shifts in a new regime

• We are entering a new investment regime that requires a shift in portfolio strategy.

• I think people have to adapt their portfolios that way… we’re in a new regime.

  — Jordi Visser

• Understanding the shift from a low inflation environment to one with higher inflation is crucial for investment strategies.
• Investors should focus on hardware and commodities rather than software due to the current economic uncertainties.

• I wanna be long hardware I wanna be long commodities I don’t wanna be anywhere near software.

  — Jordi Visser

• Commodities and materials should be considered essential components of investment portfolios.

• I think the other place that this ends up being is that commodities and materials are place that people need to have in their portfolios for the first time.

  — Jordi Visser

• The necessity for investors to reevaluate their strategies in light of changing economic conditions is highlighted.

Equity market reset and portfolio considerations

• The equity market is likely to reset at a lower level, with the S&P 500 potentially dropping to around 6,000.

• I think the equity market will reset at a lower level when multiples get down significantly enough and I think the first level for the S and P 500 is around 6,000 which would put the S and P down you know a little bit more than 13% off the highs probably 15%.

  — Jordi Visser

• Understanding the current market conditions and valuation multiples is essential for investors.
• Economic conditions suggest a shift from traditional equity investments to commodities.
• The potential for a market reset underscores the importance of strategic portfolio adjustments.
• Investors should consider diversifying into commodities and materials as part of their investment strategy.
• The anticipated economic conditions necessitate a reevaluation of traditional investment approaches.
• The shift in market dynamics highlights the need for a strategic focus on asset allocation.

Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.