Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss why bitcoin is decoupling from software stocks, how it wins in both inflationary and deflationary environments, and the five scarcity-driven investment baskets Jordi is tracking right now. We also get into the AI agents shift, why public companies are struggling to adopt AI, and how to position a portfolio in a world of shortages.
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- 0:00 - Intro
- 0:54 - Bitcoin vs. software stocks decoupling?
- 5:43 - Inflation vs. deflation & what it means for bitcoin
- 12:35 - The 5 thematic investment baskets
- 23:27 - Real-time information & podcasts vs reading
- 33:27 - AI security, hacking & what it means for bitcoin
- 36:15 - Anthropic vs. OpenAI vs. Meta — the model race
- 42:15 - Contracted annual run rate & the revenue illusion
- 45:35 - Jordi's scarcity trader worldview
- 49:03 - The fourth turning, politics & generational change
