Energy, rare earths and the Strait of Hormuz

Macro investor and former hedge fund CIO Jordi Visser returns to Coin Stories for a wide-ranging conversation with Natalie Brunell on the forces reshaping markets, money, and the future of work.

• Is the geopolitical chaos part of a real strategy — or are we watching improvisation in real time?
• Iran, the Strait of Hormuz, and rare earths — why energy control is the most important chess move nobody is talking about
• "Software stocks may never be investable again"
• The institutional floodgates are opening — Jordi's framework for when money managers have no choice but to buy Bitcoin
• The one geopolitical scenario that could set the global economy back decades — and how to protect yourself

"We are not the top of the food chain anymore. A superintelligent being stronger and smarter than any human will be here in five years."

Follow Jordi Visser at: https://x.com/jvisserlabs

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This podcast is for educational purposes and should not be construed as official investment advice.

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