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 inflation, higher oil prices, and why he believes markets are entering a new regime driven by supply shocks and geopolitical risk. We also explore asset rotation into commodities, risks in private credit, and bitcoin’s growing role as liquidity and capital flows shift globally.

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0:00 - Intro
0:56 - Has the market officially entered a new regime?
3:58 - Global shortages & why inflation is rising again
11:25 - Where smart money is moving right now
16:09 - Could inflation spike back above expectations?
21:31 - Why stocks struggle in high inflation environments
25:31 - Will markets recover or stay flat this year?
27:30 - Why bitcoin could lead the next cycle
33:29 - Why most altcoins won’t outperform bitcoin
37:55 - How AI is disrupting markets & software
41:15 - Why bitcoin is the ultimate asset in this shift