Bitcoin & AI Will DOMINATE The Next Rotation | Jordi Visser
· 53 min
Episode Bitcoin & AI Will DOMINATE The Next Rotation | 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 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.
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• 0:00 - Intro • 0:50 - Iran war, markets & current outlook • 3:22 - 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 caps • 23:09 - Inflation vs deflation (what actually matters?) • 29:27 - Bitcoin setup & macro conditions • 37:37 - Why bitcoin wins in multiple scenarios • 41:31 - Bitcoin volatility & cycle timing • 44:34 - Dollar weakness & global shifts • 46:31 - Future outlook for AI, bitcoin, & markets
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