Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss the growing cracks in private credit, rising oil prices, inflation pressures, and why Jordy believes the market is underestimating the risk of a broader financial shock. We also talk about bitcoin’s resilience, how AI is disrupting software and business models, what a more liquid and transparent future could look like, and why Jordi thinks the next major opportunity may come after the current wave of volatility.

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0:00 - Intro
0:44 - Private credit risk / recession question
8:37 - Oil shock, inflation & crisis comparisons
14:21 - Modern warfare, drones & geopolitical risk
18:50 - Housing affordability & consumer pressure
23:07 - Bitcoin resilience during financial stress
30:54 - Private markets vs liquid assets debate
33:05 - AI disruption & collapsing business moats
36:05 - AI-run companies & agent economy
42:20 - How people should start using AI
45:57 - Portfolio positioning & next bitcoin opportunity