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 all-time highs in the stock market are flashing warning signs, how the Iran conflict is fueling a longer inflation cycle, why the AI semiconductor boom may be hitting near-term bottlenecks, and what Dogecoin is quietly signaling about the next crypto move.

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• 0:00 - Intro
• 0:40 - Stock market all-time highs & what's driving them
• 4:29 - Iran conflict, oil prices & inflation outlook
• 9:43 - What comes next for markets?
• 19:30 - Jensen Huang's 1000x energy demand & AI infrastructure
• 27:40 - Data center opposition & political headwinds
• 30:43 - Dogecoin as a retail sentiment signal
• 37:00 - Trump's China trip — signal or show?
• 41:31 - GameStop's eBay bid & digital activist investing
• 49:40 - Jordi’s upcoming video