The AI Boom Is EXACTLY Why Bitcoin Exists | Jordi Visser

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Mar 7, 2026

Jordi Visser, a 30+ year macro investor and author of VisserLabs, joins to dissect 2026’s market chaos. He discusses AI’s role in splitting the economy, private credit strains, and why energy and data center builds matter. He also covers AI-driven news amplification, synthetic media, and why bitcoin fits into this rapidly evolving tech and macro landscape.

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INSIGHT

AI Is The Hidden Driver Of Today's Market Concentration

AI is the dominant force reshaping markets and is the primary reason equities concentration exists today.
Jordi ties the 2022 Fed pause and ChatGPT's launch to accelerated AI-led earnings (NVIDIA, Mag7) that distorted historical relationships.

ADVICE

Wait Before Buying Distressed Private Credit

Avoid diving into distressed private credit immediately; the crisis is early and mispriced credit and liquidity runs remain ongoing.
Jordi points to Blue Owl, Blackstone and a BlackRock bond marked from 100 to zero as warning signs.

ANECDOTE

Recent Private Credit Runs And A Bond Marked To Zero

Jordi recounts recent private credit stress episodes: Blue Owl liquidity actions and Blackstone putting up capital to meet redemptions.
He highlights a BlackRock bond that was recently marked from par to zero as unusually alarming.

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Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we unpack the chaos hitting markets in 2026—from weak jobs data and Fed uncertainty to private credit cracks, AI-driven disruption, and the collapse of old economic playbooks. We also discuss software repricing, energy infrastructure, synthetic media, portfolio positioning, and why Jordi believes bitcoin is the truest AI trade in a world moving faster than ever.

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0:00 - Intro
0:53 - The current state of the U.S. economy
5:18 - Does the jobs report force the Fed to cut rates?
8:28 - How do the Iran, Venezuela, & Cuba situations end?
14:00 - Is the speed of military & government action changing?
19:12 - What is happening in private credit right now?
25:04 - Should investors run toward distressed private credit or avoid it?
28:47 What happens to a traditional 60/40 portfolio over the next decade?
32:27 - Is Jordi still bullish on energy infrastructure & power demand?
35:37 - What Jordi’s AI setup looks like
43:13- How will AI-generated content & synthetic media change content creation?
49:50 - When will society normalize humans working alongside AI assistants?
52:20 - Is Jordi nervous or excited for rest of 2026?