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 rising geopolitical tensions, higher oil prices, and growing risks in private credit and global markets. We also explore bitcoin’s resilience, how AI is disrupting software and jobs, and why Jordy believes commodities, liquidity, and volatility will shape the next major investment cycle. 🔊 Audio Podcast Listen to The Pomp Podcast on the audio platform of your choice: http://pomppodcast