Jordi Visser (@JordiVisserLabs) is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down what’s really going on in the market right now—from AI-driven disruption and rising inflation to why money is rotating into commodities and semiconductors. We also get into why bitcoin could be setting up for a bigger move as the macro environment continues to shift.

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⏰ TimeStamps:
0:00 – Intro
0:50 – Iran war, markets & current outlook
3:22 – AI vs software (what’s the difference?)
5:43 – Who is actually using AI today?
9:10 – Who gets access to powerful AI models?
15:16 – Where are the investment opportunities?
19:38 – Large caps vs small caps
23:09 – Inflation vs deflation (what actually matters?)
29:27 – Bitcoin setup & macro conditions
37:37 – Why bitcoin wins in multiple scenarios
41:31 – Bitcoin volatility & cycle timing
44:34 – Dollar weakness & global shifts
46:31 – Future outlook for AI, bitcoin, & markets

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