AI Capex, Grid Bottlenecks, and Bitcoin’s Hedge Case
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.
Jordi Visser
AI Buildout, Grid Constraints, and Bitcoin’s Macro Linkages
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.
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
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
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
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
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.