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Jordi Visser

AI Buildout, Power Bottlenecks, and Bitcoin Optionality

AI Buildout, Power Bottlenecks, and Bitcoin Optionality

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.

AI Energy Constraints and Bitcoin’s Market Outlook

AI Energy Constraints and Bitcoin’s Market Outlook

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.

AI Agents, Energy Bottlenecks, and Bitcoin Rails

AI Agents, Energy Bottlenecks, and Bitcoin Rails

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.

Fiat Strain and the Digital Reserve Transition

Fiat Strain and the Digital Reserve Transition

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.

Tariff‑Driven Liquidity Crunch and Digital Safe Havens

Tariff‑Driven Liquidity Crunch and Digital Safe Havens

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.

Systemic Breakdown and Bitcoin Evolution

Systemic Breakdown and Bitcoin Evolution

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.

Restructuring Finance Amid Uncertain Markets

Restructuring Finance Amid Uncertain Markets

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.