Jordi Visser 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.=======================Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you’ll ever make? Schedule a life-changing call at http://fountainlife.com/pomp Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at https:www.http://fountainlife.com/pomp=======================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp=======================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.=======================0:00 - Intro0:50 - Iran war, markets & current outlook3:22 - 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 caps23:09 - Inflation vs deflation (what actually matters?)29:27 - Bitcoin setup & macro conditions37:37 - Why bitcoin wins in multiple scenarios41:31 - Bitcoin volatility & cycle timing44:34 - Dollar weakness & global shifts46:31 - Future outlook for AI, bitcoin, & markets