Research area
The November 15, 2025 episode of the TFTC podcast features Jordi Visser explaining why Bitcoin’s current consolidation reflects a “silent IPO” driven by early-holder distribution and demographic wealth patterns.
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The November 06, 2025 episode of Real Vision features Jordi Visser analyzing how an AI-driven compute buildout, energy constraints, and dollar-denominated stablecoin rails could shape markets into 2030.
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The October 12, 2025 episode of the Jordi Visser Podcast has Jordi assessing whether a “seven sigma” S&P drawdown signals a broader regime shift.
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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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