Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss market confusion amid rising oil prices, geopolitical tensions, and mixed economic signals, and why he believes we are entering a new regime defined by scarcity and structural shifts. We also explore the deflationary impact of AI, risks building in private credit, and how bitcoin could benefit as the Fed faces a difficult path between inflation and slowing growth.

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0:00 - Intro
1:04 - Why markets are so hard to read right now
8:29 – Inflation battle: deflation vs energy spike
17:00 - How AI is changing business & investing
27:07 - DOGE: Debt, Oil, Growth, Employment
35:57 – Private credit risks & advice for kids using AI
39:37 - AI security risks, Mythos & cyber threats
43:16 - Capital structure disruption & bitcoin as scarcity