Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss rising geopolitical tensions, higher oil prices, and growing risks in private credit and global markets. We also explore bitcoin’s resilience, how AI is disrupting software and jobs, and why Jordy believes commodities, liquidity, and volatility will shape the next major investment cycle.

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0:00 - Intro
0:44 - Iran conflict & oil market shock
8:09 - Commodity bull market thesis
11:11 - Inflation risks & recession probabilities
15:30 - How high could oil go?
18:19 - Bitcoin vs gold performance discussion
21:12 - Bitcoin as a global “escape hatch” asset
29:20 - Inflation vs AI-driven deflation debate
33:00 - AI disruption & labor market impact
40:48 - Software disruption & tech valuations
55:09 - Commodities, compute & future investment themes
57:08 - GPU smuggling & AI geopolitics