Jordi Visser (@JordiVisserLabs) is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss market confusion amid rising oil prices, geopolitical tensions, and mixed economic signals, and why he believes we are entering a new regime defined by scarcity and structural shifts. We also explore the deflationary impact of AI, risks building in private credit, and how bitcoin could benefit as the Fed faces a difficult path between inflation and slowing growth. 🔊 Audio Podcast Listen to The Pomp Podcast on the audio platform of your choice: http://pomppodcast