Agent Swarms, OpenAI Virus, And The Age Of Parabolic Volatility
Jordi Visser
Agent Swarms, OpenAI Virus, And The Age Of Parabolic Volatility
38:13
Silver Went Parabolic — The Next Trade Is Still Forgotten
Jordi Visser
Silver Went Parabolic — The Next Trade Is Still Forgotten
51:54
Semis vs Software Is Breaking the Market (Scarcity vs Abundance)
Jordi Visser
Semis vs Software Is Breaking the Market (Scarcity vs Abundance)
54:14
Data Center Delays vs. Infinite AI Demand: The 2026 Bottleneck Trade
Jordi Visser
Data Center Delays vs. Infinite AI Demand: The 2026 Bottleneck Trade
1:01:39
2026 Outlook: The AI → Physical World Inflection
Jordi Visser
2026 Outlook: The AI → Physical World Inflection
45:20
From Apps to Agents: Why 2026 Is the Real AI Inflection Point
Jordi Visser
From Apps to Agents: Why 2026 Is the Real AI Inflection Point
50:32
Oracle Crashes 11%: The Deadly ROIC Gap Could Kill the AI Hyperscalers in 2026
Jordi Visser
Oracle Crashes 11%: The Deadly ROIC Gap Could Kill the AI Hyperscalers in 2026
47:25
The AI Industry Is YOLOing to a Bubble… And That’s Why It Won’t Burst.
Jordi Visser
The AI Industry Is YOLOing to a Bubble… And That’s Why It Won’t Burst.
49:50
Momentum Crashes: Why Nvidia Is Falling, Google Is Surging, and VLMs Change Everything
Jordi Visser
Momentum Crashes: Why Nvidia Is Falling, Google Is Surging, and VLMs Change Everything
28:32
AI Panic, Bitcoin Crash, Bubble Warnings… And the Opportunity Hiding Beneath the Fear
Jordi Visser
AI Panic, Bitcoin Crash, Bubble Warnings… And the Opportunity Hiding Beneath the Fear
36:20
AI Capex Cuts and Retail Bubble Pops:  Is this the Bear Market Beginning?
Jordi Visser
AI Capex Cuts and Retail Bubble Pops: Is this the Bear Market Beginning?
50:23
No Dark GPUs, No Bear Market: The AI Cycle Meets the Bitcoin IPO
Jordi Visser
No Dark GPUs, No Bear Market: The AI Cycle Meets the Bitcoin IPO
53:25
The New QE Is AI and Crypto: A Deflationary Revolution of Agents, Tokens, Bitcoin, and Robotaxis
Jordi Visser
The New QE Is AI and Crypto: A Deflationary Revolution of Agents, Tokens, Bitcoin, and Robotaxis
56:20
New All-Time Highs for Stocks, Gold Cracks, and the Worst Jobs Market in 50 Years
Jordi Visser
New All-Time Highs for Stocks, Gold Cracks, and the Worst Jobs Market in 50 Years
57:35
Rare Earths and the Liquidity Panic: Why the China–US Talks Matter More Than Rate Cuts
Jordi Visser
Rare Earths and the Liquidity Panic: Why the China–US Talks Matter More Than Rate Cuts
46:38
7-Sigma Shock: Is This the Start of an S&P Crash?
Jordi Visser
7-Sigma Shock: Is This the Start of an S&P Crash?
51:30
The Real Bubble Is Coming: Why Bitcoin Is the Purest AI Macro Trade
Jordi Visser
The Real Bubble Is Coming: Why Bitcoin Is the Purest AI Macro Trade
51:03
AI “Bubble” or $Trillion Shift? Compute Crunch, Power Grid Strain, Humanoids and Labor Weakness
Jordi Visser
AI “Bubble” or $Trillion Shift? Compute Crunch, Power Grid Strain, Humanoids and Labor Weakness
54:39
Fed Policy Mistake vs. AI Disruptive Boom: Focus on the Forest, Not the Trees
Jordi Visser
Fed Policy Mistake vs. AI Disruptive Boom: Focus on the Forest, Not the Trees
41:51
Oracle’s AI Order Shock: The Week Tariff Fears Died
Jordi Visser
Oracle’s AI Order Shock: The Week Tariff Fears Died
40:56
Recession or Stagflation? Breaking Down the Latest Payroll Data
Jordi Visser
Recession or Stagflation? Breaking Down the Latest Payroll Data
45:50
Stocks Climb the Wall of Worry While Bitcoin "Crashes"
Jordi Visser
Stocks Climb the Wall of Worry While Bitcoin "Crashes"
40:24
AI Bubble or Regime Shift? Tesla Robo-Taxis Signal the Future of Embodied AI
Jordi Visser
AI Bubble or Regime Shift? Tesla Robo-Taxis Signal the Future of Embodied AI
36:23
Bessent’s Message: The Fed’s Next Era Will Be AI-Driven
Jordi Visser
Bessent’s Message: The Fed’s Next Era Will Be AI-Driven
36:21
Q2 Earnings Surprise + GPT-5 Release: The Next Industrial Revolution Is Here
Jordi Visser
Q2 Earnings Surprise + GPT-5 Release: The Next Industrial Revolution Is Here
41:37
The AGI Race: The Defining Macro Force of Our Time is Here
Jordi Visser
The AGI Race: The Defining Macro Force of Our Time is Here
39:06
"Stock Bubble": Houston We Have a Problem
Jordi Visser
"Stock Bubble": Houston We Have a Problem
40:10
Trump Warns Market: Be Ready For Powell Firing
Jordi Visser
Trump Warns Market: Be Ready For Powell Firing
39:30
Weak Momentum and the Return of "Tariff Man": Is Another Market Crash Coming?
Jordi Visser
Weak Momentum and the Return of "Tariff Man": Is Another Market Crash Coming?
42:17
The 2030s Will Be a Graveyard for Fortune 500 Companies
Jordi Visser
The 2030s Will Be a Graveyard for Fortune 500 Companies
29:16
The Great Divergence: LEI Screams Recession, AI Powers Ahead
Jordi Visser
The Great Divergence: LEI Screams Recession, AI Powers Ahead
37:50
The End of Economic Consensus: AI, Layoffs, and the Coming Labor Shockwave
Jordi Visser
The End of Economic Consensus: AI, Layoffs, and the Coming Labor Shockwave
39:33
Will the Israel-Iran Conflict Crash Markets? Or Will AI Keep the Bull Alive?
Jordi Visser
Will the Israel-Iran Conflict Crash Markets? Or Will AI Keep the Bull Alive?
57:00
AI Is Creating a Silent Recession: Markets Up, Jobs Down-9 Reasons Bitcoin Will Spike this Year
Jordi Visser
AI Is Creating a Silent Recession: Markets Up, Jobs Down-9 Reasons Bitcoin Will Spike this Year
40:58
AI Inference Explosion: Veo 3, Job Losses, and the Future of Global Growth Led by Bitcoin
Jordi Visser
AI Inference Explosion: Veo 3, Job Losses, and the Future of Global Growth Led by Bitcoin
36:35
Will a Bond Collapse Crash Equities and Send Bitcoin Soaring?
Jordi Visser
Will a Bond Collapse Crash Equities and Send Bitcoin Soaring?
42:33
China Tariff Pause and AI Drive Market Towards the All Time-Highs
Jordi Visser
China Tariff Pause and AI Drive Market Towards the All Time-Highs
41:32
The Real Impact of Tariffs: Dollar Down, Bonds Shaken, Bitcoin Rising
Jordi Visser
The Real Impact of Tariffs: Dollar Down, Bonds Shaken, Bitcoin Rising
44:13
When Will The Bear Market Rally End and Who Has Been Buying
Jordi Visser
When Will The Bear Market Rally End and Who Has Been Buying
37:31
Back to the Gold Standard or a New System?  The Future is Built on the Digital Economy
Jordi Visser
Back to the Gold Standard or a New System? The Future is Built on the Digital Economy
43:31
Rev Up the Printing Press: Liquidity Warnings Are Reaching Crisis Levels
Jordi Visser
Rev Up the Printing Press: Liquidity Warnings Are Reaching Crisis Levels
41:32
The Left Tail May Be Gone but it is The End of the World as We Know it
Jordi Visser
The Left Tail May Be Gone but it is The End of the World as We Know it
42:55
Liberation Day Becomes Liquidation Days as Depression Risk Gets Built In
Jordi Visser
Liberation Day Becomes Liquidation Days as Depression Risk Gets Built In
42:20
Credit is Starting to Show Recession Risk and the New Regime is Here
Jordi Visser
Credit is Starting to Show Recession Risk and the New Regime is Here
36:46
Positioned for a Recession? The New Regime is the Embodiment of AI
Jordi Visser
Positioned for a Recession? The New Regime is the Embodiment of AI
38:01
There is a Recession Put: A Bullish AI Sign is Showing Up Now and Why it is Good for Bitcoin
Jordi Visser
There is a Recession Put: A Bullish AI Sign is Showing Up Now and Why it is Good for Bitcoin
38:06
There Will Be No Trump Put!: Stocks Fall, Recession Fears Rise, Hedge Funds Delever and Bitcoin SBR
Jordi Visser
There Will Be No Trump Put!: Stocks Fall, Recession Fears Rise, Hedge Funds Delever and Bitcoin SBR
42:15
Recession Fears, Sentiment Collapse, Momentum & BTC Unwind, But SPX Breadth Remains Strong
Jordi Visser
Recession Fears, Sentiment Collapse, Momentum & BTC Unwind, But SPX Breadth Remains Strong
33:28
Stock Market Recap: Stagflation Fears, Defensive Shift, AI News, & Bitcoin Outlook for 2025
Jordi Visser
Stock Market Recap: Stagflation Fears, Defensive Shift, AI News, & Bitcoin Outlook for 2025
32:43
Hot Inflation vs Tariffs: Bitcoin to Breakout
Jordi Visser
Hot Inflation vs Tariffs: Bitcoin to Breakout
29:39
The D.O.G.E. "Revolution," Tariffs and Altcoin Crash
Jordi Visser
The D.O.G.E. "Revolution," Tariffs and Altcoin Crash
27:27
Nvidia Ecosystem Panic!  Was That the Top for the Mag7
Jordi Visser
Nvidia Ecosystem Panic! Was That the Top for the Mag7
25:49
Inauguration Week:  DeepSeek, Stargate and AI Build Baby Build
Jordi Visser
Inauguration Week: DeepSeek, Stargate and AI Build Baby Build
31:33
A Sentiment Shift for Stocks and a Crypto Bubble
Jordi Visser
A Sentiment Shift for Stocks and a Crypto Bubble
32:39
Homage to My Father: F*ck yeah, I Want a Robot
Jordi Visser
Homage to My Father: F*ck yeah, I Want a Robot
48:38
Is the Glass Half Full or Empty for 2025: Expect Surprises, a Regime Shift and Higher Electric Bills
Jordi Visser
Is the Glass Half Full or Empty for 2025: Expect Surprises, a Regime Shift and Higher Electric Bills
41:30
Regime Shift: The Fed's Inflation Forecast Has "Fallen Apart"
Jordi Visser
Regime Shift: The Fed's Inflation Forecast Has "Fallen Apart"
22:49
Warning Signals For the Stock Market: Expect a Regime Shift
Jordi Visser
Warning Signals For the Stock Market: Expect a Regime Shift
32:45
US Stock Market and Bitcoin Bubble?
Jordi Visser
US Stock Market and Bitcoin Bubble?
27:38
Marc Andreessen on Joe Rogan: Debanking, Blockchain Innovation, Bitcoin and a November Market Surge
Jordi Visser
Marc Andreessen on Joe Rogan: Debanking, Blockchain Innovation, Bitcoin and a November Market Surge
25:36
Outlook 2025: DOGE, AI Agents and Bitcoin
Jordi Visser
Outlook 2025: DOGE, AI Agents and Bitcoin
26:45
The Global Asset Rotation into Bitcoin
Jordi Visser
The Global Asset Rotation into Bitcoin
20:38
The Post Election Market Recap: Deregulation, Smallcaps, PMIs and Bitcoin, Bitcoin, Bitcoin!
Jordi Visser
The Post Election Market Recap: Deregulation, Smallcaps, PMIs and Bitcoin, Bitcoin, Bitcoin!
24:06
The US Election and What a Structural Rise in Rates Vol Means for Stocks, AI and Bitcoin
Jordi Visser
The US Election and What a Structural Rise in Rates Vol Means for Stocks, AI and Bitcoin
31:17
"All Roads Lead to Inflation" and Bitcoin
Jordi Visser
"All Roads Lead to Inflation" and Bitcoin
27:26
Stripe Acquires Bridge: The Importance for Stablecoins, Solana, Bitcoin and Cryptocurrencies
Jordi Visser
Stripe Acquires Bridge: The Importance for Stablecoins, Solana, Bitcoin and Cryptocurrencies
23:14
Stan Druckenmiller and the End of the Wrath of Khan
Jordi Visser
Stan Druckenmiller and the End of the Wrath of Khan
18:02
Inflation Bottoming Could Mean Stocks Peak
Jordi Visser
Inflation Bottoming Could Mean Stocks Peak
23:07
Powell, Payrolls, China, and the Beginning of Global Repatriation
Jordi Visser
Powell, Payrolls, China, and the Beginning of Global Repatriation
27:25
The PBOC Surprises:  China’s Stock Surge to Bitcoin's Breakout
Jordi Visser
The PBOC Surprises: China’s Stock Surge to Bitcoin's Breakout
26:13
The Fed Cuts Rates Near All-Time-Highs and The Rise of AI Agents For Profit Margins and Bitcoin
Jordi Visser
The Fed Cuts Rates Near All-Time-Highs and The Rise of AI Agents For Profit Margins and Bitcoin
23:24
Under the Hood - Yen Carry Unwind?   Week ending Sept 15
Jordi Visser
Under the Hood - Yen Carry Unwind? Week ending Sept 15
12:33
Under the Hood - Will a Recession Take Down Stocks
Jordi Visser
Under the Hood - Will a Recession Take Down Stocks
24:12
The Bitcoin Story: Outperforming The Mag7 Tech Titans Again But Not Seen as an Asset.....Yet
Jordi Visser
The Bitcoin Story: Outperforming The Mag7 Tech Titans Again But Not Seen as an Asset.....Yet
40:36
Claims Claim: Sahm Rule Misses the Mark #shorts
Jordi Visser
Claims Claim: Sahm Rule Misses the Mark #shorts
0:58
Recession Obsession
Jordi Visser
Recession Obsession
25:23
Under the Hood of the stock market - Aug 11
Jordi Visser
Under the Hood of the stock market - Aug 11
31:59