AI Deflation and the Repricing of Growth
The February 22, 2026 episode of the Jordi Visser Podcast features Jordi arguing that artificial intelligence is structurally repricing growth assets across public and private markets.
Jordi Visser
AI Acceleration, Software Repricing, and Bitcoin’s Structural Crossroads
The February 15, 2026 episode of the Jordi Visser Podcast features Jordi arguing that AI has entered a recursive self-improvement phase that is structurally undermining SaaS, hyperscalers, and overowned growth equities.
AI-Led Reflation and Bitcoin in a Post-Labor Growth Regime
The January 04, 2026 episode of the Jordi Visser Podcast features Jordi arguing that the global economy is entering an early-cycle reflation regime driven by AI-enabled productivity rather than labor growth.
AI Agents, Enterprise Consolidation, and Bitcoin Signals
The December 21, 2025 episode of the Jordi Visser Podcast features Jordi arguing that 2026 becomes the real AI inflection point as enterprises move from AI apps to AI agents that execute end-to-end workflows.
AI Capex Investment Risk, Power Bottlenecks, and Bitcoin Financial Rails
The December 14, 2025 episode of the Jordi Visser Podcast features Visser arguing that markets are rotating toward a reflation narrative even as several disinflation signals remain intact.
Fed Liquidity Signals, Market Rotation, and Bitcoin’s Setup
The December 13, 2025 episode of the Anthony Pompliano Podcast features Visser arguing that the Fed’s communication around a 25bp cut matters more than the cut itself because it hints at labor softening and a more accommodative posture.
AI’s Kinetic Turn and the New Digital Market Regime
The December 07, 2025 episode of the Jordi Visser Podcast features Jordi explaining why apparent AI “bubble” dynamics may actually represent a durable capital expenditure regime rather than a fragile mania.