Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down what’s really going on in the market right now—from AI-driven disruption and rising inflation to why money is rotating into commodities and semiconductors. We also get into why bitcoin could be setting up for a bigger move as the macro environment continues to shift.

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0:00 - Intro
0:50 - Iran war, markets & current outlook
3:22 - AI vs software (what’s the difference?)
5:43 - Who is actually using AI today?
9:10 - Who gets access to powerful AI models?
15:16 - Where are the investment opportunities?
19:38 - Large caps vs small caps
23:09 - Inflation vs deflation (what actually matters?)
29:27 - Bitcoin setup & macro conditions
37:37 - Why bitcoin wins in multiple scenarios
41:31 - Bitcoin volatility & cycle timing
44:34 - Dollar weakness & global shifts
46:31 - Future outlook for AI, bitcoin, & markets