Research area
The October 06, 2025 episode of Bitcoin for Millennials features Jordi Visser analyzing how accelerating AI, strained debt regimes, and distributional pressures can steer savers toward scarce digital assets.
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The October 05, 2025 episode of the Jordi Visser Podcast features Jordi arguing that electricity, not GPUs, is now the binding constraint on AI deployment.
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The September 30, 2025 episode of Milk Road Macro features Jordi Visser analyzing how AI-driven capital expenditure is reshaping markets and real-economy bottlenecks.
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The September 28, 2025 episode of the Jordi Visser Podcast has Jordi analyzing how AI-driven compute expansion collides with power grids, memory supply, and market concentration.
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The September 21, 2025 episode of the Jordi Visser Podcast features Jordi outlining how an AI-led capex cycle is colliding with power constraints, long equipment lead times, and memory tightness as inference shifts toward on-device NPUs.
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The September 14, 2025 episode of the Jordi Visser Podcast features Jordi Visser analyzing how Oracle’s unprecedented AI order surge, resilient profit margins, and Federal Reserve easing reveal a structural investment cycle.
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In a July 10, 2025 Real Vision episode, macro investor Jordi Visser and host Raoul Pal argue that rapidly proliferating AI agents - hungry for chips and electricity - will displace mid-tier white-collar jobs and redirect trillions toward data-center infrastructure.
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The April 27, 2025 episode of the Jordi Visser Podcast has Visser arguing that the post-1971 fiat regime is losing global trust. He explains how stablecoins, Bitcoin, and tokenized assets are merging with legacy finance to build a new monetary stack while AI transforms real-economy dynamics.
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The April 20, 2025 episode of the Jordi Visser Podcast finds Visser warning that aggressive U.S. tariffs have frozen Treasury market depth and forced policymakers toward emergency liquidity tools.
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On April 12, 2025, the Anthony Pompliano Podcast featuring guest Jordi Visser explored dramatic declines in US bonds, stocks, and the dollar amidst global trade shifts. Visser questioned Bitcoin’s current portrayal as a NASDAQ asset and its potential to become a secure digital store of value.
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The April 13, 2025 episode of the Jordi Visser Podcast explores volatile market dynamics driven by rapid basis trade unwinding, tariff shocks, and structural shifts in safe haven assets.
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The April 06, 2025 episode of the Jordi Visser Podcast highlights how unexpected tariff policies and historical trade precedents have fueled market volatility and recession risk. Visser’s analysis emphasizes Bitcoin’s resilience amid these disruptions, marking a shift in asset allocation.
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