Jordi Visser is a veteran macro investor with over 30 years of market experience and the author of VisserLabs Substack. In this episode, we break down what’s happening in software stocks, credit markets, and bitcoin — including how bitcoin could benefit in both inflationary and deflationary environments. We also explore real-world AI adoption, capital shifts, and a few surprising insights Jordi didn’t see coming.

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0:00 - Intro
0:51 - Breaking down deflation & macro environment
5:49 - Why deflation pushes money into scarce assets
12:40 - Software stocks, AI, & multiple compression
18:45 - Why public companies may disappear
20:35 - Tokenization, RWAs, & on-chain markets
25:45 - What “agent swarms” actually are & security risks
38:42 - AI apps anyone can build & how to use AI
40:48 - Private credit stress & Blue Owl
49:45 - What Jordi is covering next

Bitcoin Is About to Absorb a Historic Rotation | Jordi Visser