DRAM ETF Frenzy and Global Supplier Concentration

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 parabolic AI stocks are justified by real demand, who's actually buying bitcoin and why it's heading higher, the tokenization wave coming this summer, and the stocks Jordi is buying and selling right now.

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• 0:00 - Intro
• 1:14 - Why parabolic moves in AI stocks are justified
• 5:18 - Data center buildout & the obsolescence race
• 11:34 - DRAM ETF & AI volatility
• 20:56 - Data center protests, supply bottlenecks, & inflation
• 28:54 - AI-driven layoffs — cover story or real?
• 32:12 - Michael Saylor, bitcoin & who's actually buying
• 35:19 - Blackrock ETF at all-time highs & boomer buying
• 37:21 - Why long duration assets are dead
• 39:25 - Tokenization & the Iran war
• 41:40 - New Fed chair, oil & macro outlook
• 46:35 - AI in grocery stores & dynamic pricing
• 49:21 - Wealth inequality & discretionary spending
• 51:47 - Long-term investing advice & stocks Jordi is looking at
• 57:50 - Jordi’s video this week