Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss rising geopolitical tensions, higher oil prices, and growing risks in private credit and global markets. We also explore bitcoin’s resilience, how AI is disrupting software and jobs, and why Jordy believes commodities, liquidity, and volatility will shape the next major investment cycle.

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• 0:00 - Intro
• 0:44 - Iran conflict & oil market shock
• 8:09 - Commodity bull market thesis
• 11:11 - Inflation risks & recession probabilities
• 15:30 - How high could oil go?
• 18:19 - Bitcoin vs gold performance discussion
• 21:12 - Bitcoin as a global “escape hatch” asset
• 29:20 - Inflation vs AI-driven deflation debate
• 33:00 - AI disruption & labor market impact
• 40:48 - Software disruption & tech valuations
• 55:09 - Commodities, compute & future investment themes
• 57:08 - GPU smuggling & AI geopolitics