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 the surge in rate hike expectations, how the Iran conflict is fueling inflation, the AI trade rotation out of memory names, and why bitcoin stands to benefit from the macro chaos ahead.

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• 0:00 - Intro
• 0:42 - Why rate hike odds suddenly surged & potential impact
• 6:23 - Inflation expectations & energy prices
• 9:34 - How this is different from 2022
• 15:38 - Where Jordi is rotating in the AI trade
• 20:45 - The commodity bull market & silver
• 24:51 - Why bitcoin could break out before summer & short-term outlook
• 31:01 - What will get Jordi to change his mind?
• 36:00 - The K-shaped economy & economic data
• 40:22 - S&P profit margins & bubble warning signal? 
• 44:51 - The debt crisis & what it means for bitcoin
• 50:41 - Jordi’s upcoming video