Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss the growing cracks in private credit, rising oil prices, inflation pressures, and why Jordy believes the market is underestimating the risk of a broader financial shock. We also talk about bitcoin’s resilience, how AI is disrupting software and business models, what a more liquid and transparent future could look like, and why Jordi thinks the next major opportunity may come after the current wave of volatility.

=====================

Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you’ll ever make? Schedule a life-changing call at FountainLife.com/Pomp Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at FountainLife.com/pomp

=====================

Bitget (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew) is the world's largest Universal Exchange (UEX) (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold. At launch, users can trade 79 instruments with USDT directly with the App. Users can also enjoy high liquidity and low slippage, while trading these assets with up to 500x leverage. For more information on Bitget TradFi, visit this article (https://bitget.com/support/articles/12560603846859). For more information, visit: Website (https://bitget.com/) | Twitter (https://x.com/bitget) | Telegram (https://t.me/BitgetENOfficial) | LinkedIn (https://linkedin.com/company/bitget-global/) | Discord (https://discord.com/invite/bitget)
For media inquiries, please contact: media@bitget.com

=====================

Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.

=====================

0:00 - Intro
0:44 - Private credit risk / recession question
8:37 - Oil shock, inflation & crisis comparisons
14:21 - Modern warfare, drones & geopolitical risk
18:50 - Housing affordability & consumer pressure
23:07 - Bitcoin resilience during financial stress
30:54 - Private markets vs liquid assets debate
33:05 - AI disruption & collapsing business moats
36:05 - AI-run companies & agent economy
42:20 - How people should start using AI
45:57 - Portfolio positioning & next bitcoin opportunity

The Next Bitcoin Bull Run Could Start In A Crisis | Jordi Visser

The Pomp Podcast