What’s Actually Happening To Bitcoin & The Economy Right Now | Jordi Visser

What’s Actually Happening To Bitcoin & The Economy Right Now | Jordi Visser

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

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Episoder(1776)

Bitcoin Just Had Its Biggest Week In History | Jordi Visser

Bitcoin Just Had Its Biggest Week In History | Jordi Visser

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 bitcoin's explosive weekly surge and why this "sigm...

22 Aug 58min

Bitcoin’s Rally Today Just Confirmed Everything | Anthony & John Pompliano

Bitcoin’s Rally Today Just Confirmed Everything | Anthony & John Pompliano

Anthony & John Pompliano discuss the state of bitcoin at $64,000, why the price has stabilized, and what it will take to spark the next bull run. They also break down the exploding cost of AI adoption...

19 Aug 24min

CEO Explains Why Bitcoin Is Digital Gold | Yoni Assia

CEO Explains Why Bitcoin Is Digital Gold | Yoni Assia

Yoni Assia is the CEO and co-founder of eToro. In this conversation, we break down agentic trading and how AI is reshaping the platform, why bitcoin remains digital gold, eToro's move into tokenized e...

17 Aug 42min

Bitcoin Wins By Simply Not Playing The Time Game | Jordi Visser

Bitcoin Wins By Simply Not Playing The Time Game | Jordi Visser

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 why the AI trade already bottomed, how bitcoin fits...

15 Aug 59min

The Hidden Cash Machine Wall Street Keeps Ignoring | George Arison

The Hidden Cash Machine Wall Street Keeps Ignoring | George Arison

George Arison is the CEO of Grindr. In this conversation, we break down how AI has transformed Grindr's engineering team and product roadmap, the real "gay discount" baked into the stock price, and Gr...

13 Aug 53min

Rent Control, Socialism, and the Fight to Save New York City | Reihan Salam

Rent Control, Socialism, and the Fight to Save New York City | Reihan Salam

Reihan Salam is the President of the Manhattan Institute. In this conversation, we break down what's driving New York City's affordability crisis — from decades of rent control and restrictive zoning ...

12 Aug 1h 2min

Bitcoin: Why This NBA Champion Buys Every Single Day | Tristan Thompson

Bitcoin: Why This NBA Champion Buys Every Single Day | Tristan Thompson

Tristan Thompson is an NBA champion with the Cleveland Cavaliers who's become a hands-on tech investor and operator. In this conversation, we break down how AI and analytics are reshaping professional...

11 Aug 24min

Bitcoin Is About to Explode — The Fed Just Ran Out of Tools | Jordi Visser

Bitcoin Is About to Explode — The Fed Just Ran Out of Tools | Jordi Visser

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 why the last two weeks may be the most important st...

8 Aug 47min

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