Strategic Resource Competition and Supply Constraints

🔥 *Download Raoul Pal's 4-year investing roadmap for free:* https://rvtv.io/41fVHWF On the latest episode of The Journey Man, filmed with a live audience at Crypto Gathering 2026 in Miami, Raoul Pal sits down with Jordi Visser, head of AI macro nexus research at 22V, to discuss the commodity supercycle, the advancements in robotics and AI, the abundance vs. scarcity trade, the decline of software companies, and much more. Recorded January 24, 2026. 👉 Abra provides custody, trading, yield and BTC-backed loan products for digital assets for HNW and corporate clients. Abra provides full service treasury management for digital asset treasuries and corporations. Buy and hold digital assets in segregated accounts with multi-sig security. Visit https://www.realvision.com/abra to learn more.

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Timestamps: 00:00 Abra Sponsor 00:54 Welcome to The Journeyman 02:38 Macro, Crypto & AI Converge 05:06 Silver: The Metal Behind AI 08:00 The $85T AI Buildout 11:05 Resources, Geopolitics & Power 14:20 Europe’s Strategy vs the US 17:16 AI = Deflation Shock 20:19 Why Long-Duration Assets Break 23:02 Scarcity vs Abundance Investing 26:13 Stimulus, Politics & the AI Race 29:04 Why Silver Is Non-Negotiable 32:17 Is Software Actually Investable? 35:44 Agents Replace SaaS 38:53 Why Big Tech Can’t Adapt Fast Enough 42:05 Commodities: Rent or Own? 45:26 Solar, Power & Grid Bottlenecks 48:39 Energy Taxes & AI Economics 50:14 AGI Fears & the Human Question 53:18 Advice for Gen Z 55:22 AI as a Learning Weapon 56:49 NFTs as Cultural Memory 57:38 Final Thoughts & Outro Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com Connect with me: Twitter (X): https://twitter.com/RaoulGMI Instagram: https://www.instagram.com/raoulgmi/ LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/ My other work: Real Vision: https://rvtv.io/3LHYIaH Global Macro Investor: https://globalmacroinvestor.com The Exponentialist: https://realvision.com/thefuture EXPAAM: https://expaam.com Connect with Real Vision™: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Get a FREE membership: https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

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