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Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down bitcoin's explosive weekly surge and why this "sigma move" signals a real bull market. We also discuss the collision of AI and crypto, why bitcoin is the purest AI trade, Stripe and Ramp's battle to control AI model routers, and how to think about sizing bitcoin in your portfolio.=======================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! =======================Figure's $160k Community Appreciation (https://www.figure.com/crypto-community-appreciation/T&Cs (https://www.figure.com/crypto-community-appreciation/disclosures/) Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~8.5% APY on real world assets. Unlock your crypto's potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at http://figure.com/disclosures/=======================For a limited time, our listeners get 50% off FOR LIFE, Free Shipping, AND 3 Free Gifts at Mars Men at https://www.Mengotomars.com.=======================0:00 - Intro1:02 - Bitcoin's weekly surge & the "sigma week" behind it5:38 - The bitcoin vibe shift & intersection with AI 15:26 - Is multiple compression a warning sign for the market?19:03 - How much bitcoin should be in your portfolio?23:27 - Moderna, AI & the future of biotech29:20 - Stripe's OpenRouter deal & the fight for AI model routers34:13 - Are model routers a threat to Anthropic and OpenAI?44:00 - Why people fear data centers more than nuclear plants54:46 - Jordi's bitcoin call to arms
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down why the AI trade already bottomed, how bitcoin fits into the future of markets, and why companies like Figure Technologies are outgrowing legacy banks like JPMorgan. We also discuss inflation, the AI IPO wave with Anthropic and OpenAI, and how AI is reshaping everyday life — from raising kids to running a household.====================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ====================GalaxyOne is a financial technology platform built for people who want their cash working harder. Open an account with promo code POMP and deposit $10,000 to earn a $3,000 bonus. See site for promotion details → https://go.galaxy.app/HMiq/p57n69yy Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply.====================0:00 - Intro0:50- Why stocks keep climbing despite AI fears2:41 - Jordy's AI portfolio & calling market bottoms7:05 - Inflation report & the Bayesian mindset11:27 - Figure Technologies & the tokenization boom19:47 - Why JPMorgan and legacy banks are at risk24:18 - Bitcoin is the "S&P 500 of ten years from now"26:14 - Anthropic, OpenAI & the AI IPO wave31:25 - AI goes mainstream: his wife & raising kids in the AI era42:43 - ICE deportations & the inflation debate47:47 - Politics, protests & the AI data center fight55:50 - Jordi's weekly videos & how you can help him
Deze hele week in De Nacht van BNNVARA: aandacht voor de misdaad. Presentator Bemshi de Visser praat in deze uitzending met hoogleraar forensische psychologie Corine de Ruiter. Als hoogleraar forensische psychologie duikt ze al decennia in de levens van daders die de meesten van ons liever niet willen begrijpen. Ze vertelt hoe iemand ontspoort, waarom de grens tussen dader en slachtoffer flinterdun is, en wat haar na al die jaren nog drijft.
Jordi Visser, macro strategist at 22V Research and former Weiss Multi-Strategy CIO, breaks down why Bitcoin is his hedge against a coming age of AI-driven abundance and why he holds no interest in ever selling. He also dives into longevity, heart rate variability, and why chasing money and status like buying a house may be the wrong game to play.THE SHIFT NEWSLETTER
Dit is een aflevering uit de speciale zomerserie van LeisureTalk over maatschappelijke impact in toerisme en recreatie. Een vakantiepark kan prachtige faciliteiten hebben, maar wat als een gast met een beperking niet zelfstandig de ingang kan vinden, het sanitair niet kan gebruiken of simpelweg niet weet wat er wel en niet mogelijk is? Richard Otten gaat in gesprek met Sandra Visser van het Bartiméus Fonds. Ze vertelt waarom goede informatie over toegankelijkheid minstens zo belangrijk is als fysieke aanpassingen. Ook bespreken ze hoe recreatieondernemers met kleine stappen al veel verschil kunnen maken voor gasten met een visuele, lichamelijke of andere beperking. Voor wie is deze aflevering interessant? Ondernemers in toerisme en recreatieEigenaren en managers van vakantieparken en campingsProfessionals in hospitality en leisureBeleidsmakers en organisaties die werken aan inclusieIedereen die meer wil weten over toegankelijk toerisme Wat je hoort in deze aflevering Waarom toegankelijkheid begint bij bewustwording en goede informatieWelke obstakels gasten met een beperking kunnen tegenkomen tijdens hun bezoekersreisWaarom een duidelijke toegankelijkheidspagina op je website zo belangrijk isHoe ondernemers met een checklist, expert of mystery guest hun locatie kunnen verbeterenWaarom toegankelijkheid veel breder is dan alleen rolstoeltoegankelijkheid, van visuele beperkingen tot prikkelarme ruimtes en neurodivergentie "Als de wereld toegankelijker is, kan iedereen meer meedoen." Over LeisureTalk Wil je meer weten over ons en wat we doen in de wereld van leisure, recreatie, toerisme en vrije tijd? Bekijk dan de website: www.leisuretalk.nl. Volg ons ook op LinkedIn of stuur ons een mail. LeisureTalk is dé podcast over toerisme, recreatie en vrije tijd. Elke aflevering gaan we de diepte in met een bijzondere gast. We ontleden trends, bespreken ontwikkelingen en onderzoeken ondernemerslessen. LeisureTalk bezorgt je een uniek perspectief op ons vakgebied. LeisureTalk.nl kan niet gemaakt worden zonder de steun van onze partners: Ginder Ginder is een bureau dat werkt aan een vrijetijdseconomie die bijdraagt aan sterke steden en dorpen. Ze helpen overheden en organisaties bij complexe ruimtelijke vraagstukken rondom recreatie, toerisme en leefomgeving, met oog voor de plek én de mensen die er gebruik van maken. HISWA-RECRON HISWA-RECRON is de branchevereniging voor ondernemers in watersport, recreatie en toerisme. Ze ondersteunen ondernemers met kennis, belangenbehartiging en praktische ondersteuning, zodat zij hun bedrijf toekomstbestendig kunnen ontwikkelen. Eijsink Eijsink is leverancier van producten en oplossingen voor campings, vakantieparken en andere recreatiebedrijven. Met een breed assortiment en kennis van de sector helpen zij ondernemers bij het verbeteren van gastcomfort en dagelijkse bedrijfsvoering. Camping Comfort Camping Comfort ontwikkelt en levert praktische voorzieningen voor campings en vakantieparken. Hun oplossingen zijn gericht op comfort, gebruiksgemak en duurzaamheid, met als doel het verblijf van gasten zo prettig mogelijk te maken. Qenner Qenner ontwikkelt technische oplossingen en producten voor de recreatiemarkt. Ze richten zich op slimme, betrouwbare toepassingen die recreatieondernemers ondersteunen in hun dagelijkse praktijk en bijdragen aan een betere gastbeleving. Productie: Tessa Langedijk Montage: Menno Warnaar (Fime Productions) Muziek: MOJO by tubebackr — Creative Commons — CC BY-ND 3.0 Free Download / Stream: Audio Library
Deze hele week in De Nacht van BNNVARA: aandacht voor de misdaad. Presentator Bemshi de Visser praat in deze uitzending misdaadjournalist Paul Vugts. Al zijn hele carrière volgt hij de Amsterdamse onderwereld voor Het Parool — als journalist, podcastmaker en schrijver van "Misdaadjournalist". Hij vertelt hoe jonge jongens worden geronseld, waarom de grens tussen dader en slachtoffer soms flinterdun is, en wat hem na al die jaren nog drijft.
Bitcoin remains resilient, but the key question is whether the current move has enough real spot demand to continue, with futures activity once again leading the rally. The show also looks at NVIDIA's $500 billion AI financing push and what it means for the ongoing rotation of capital into AI, while CoreWeave's strong earnings add to the momentum. On the macro side, Trump is considering major tax and housing policies ahead of the midterms, while the yen intervention appears to be losing its impact and could force the U.S. and Japan into another response. We also cover the CFTC stepping in to protect Kalshi as its regulatory battle with New York escalates. Learn more about your ad choices. Visit megaphone.fm/adchoices
Deze hele week in De Nacht van BNNVARA: aandacht voor de misdaad. Presentator Bemshi de Visser praat in deze uitzending strafrechtadvocaat Priscilla Buchele. Ze wilde ooit de nieuwe Chantal Janzen worden, maar koos op haar 21ste voor het strafrecht. Strafrechtadvocaat Priscilla Buchele staat zowel daders als slachtoffers bij — en vertelt hoe dat werkt, wat er misgaat als media zich op een zaak storten, en hoe het is om als advocaat de vertrouwenspersoon te zijn van iemand op zijn dieptepunt.
Deze hele week in De Nacht van BNNVARA: aandacht voor de misdaad. Presentator Bemshi de Visser praat in deze uitzending met Niels Roest. Voor Defensie werkte hij als persoonsbeveiliger en in het arrestatieteam. Dat laatste deed hij lange tijd ook in Amsterdam. Hij werd acht keer uitgezonden, o.a. naar Afghanistan, en zag in zijn werk dingen die hij nooit meer kwijtraakt. Hoe ga je daarmee om? En wat als die (prestatie)druk wegvalt? Een gesprek over angst, je emoties wegstoppen en ze weer terugvinden. Ook gaat Niels in gesprek met de luisteraars van NPO Radio 1.
Deze hele week in De Nacht van BNNVARA: aandacht voor de misdaad. Presentator Bemshi de Visser kickstart de crime-week met Steven Killian. Steven was jarenlang plofkraker. Tot hij de bak in moest. Een gesprek over gierende banden, je door het leven boksen en hoe een Utregs jochie op het verkeerde pad terecht kwam.
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down why the last two weeks may be the most important stretch in bitcoin's history, the US-Japan yen intervention, and a weakening labor market. We also discuss the AI stock rebound, physical AI and Tesla's Terafab, Google's talent exodus, and how to value SpaceX.===================GalaxyOne is a financial technology platform built for people who want their cash working harder. Open an account with promo code POMP and deposit $10,000 to earn a $3,000 bonus. See site for promotion details → https://go.galaxy.app/HMiq/p57n69yy Galaxy Premium Yield is an investment note issued by Galaxy Digital LP and guaranteed by Galaxy Digital Holdings LP. It is not a bank deposit, is unsecured, and is not FDIC or SIPC insured. U.S. accredited investors only. Cash deposits held at Cross River Bank, Member FDIC. Securities products are not FDIC insured, not bank guaranteed, and may lose value. GalaxyOne Crypto is not FDIC or SIPC insured. Terms apply.===================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ===================0:00 - Intro0:54 - Why the last two weeks may be the most important in Bitcoin's history8:17 - What should the Fed do next?13:39 - AI stocks bounce hard: was that the bottom?21:40 - Physical AI: Hadrian, Tesla's Terafab & the compute race25:57 - How to position your portfolio for the compute boom33:26 - What frontier models get wrong (and why big companies move slow)38:40 - Google's talent exodus: is the stock at risk?41:23 - Does calendar seasonality still matter?42:43 - Valuing SpaceX: the compute business vs. the space hype44:42 - What's coming in Jordi's video this week
Deze zomer brengen we enkele van onze bijzondere afleveringen opnieuw onder de aandacht. Deze aflevering werd oorspronkelijk gepubliceerd op 1 december 2025. De trap oplopen of een paar appjes lezen. Een keer douchen of even aan tafel zitten met de kinderen: de allerziekste postcovidpatiënten moeten zorgvuldig wegen waar ze hun energie aan besteden. Ze leven veelal in het donker en komen soms al jaren niet meer buiten. Toch is er weinig aandacht voor deze groep en is een oplossing ver weg. Luister naar wetenschapsredacteur Ellen de Visser en fotograaf Linelle Deunk die vier van deze patiënten hebben gevolgd. Ellen de Visser werd naar aanleiding van dit verhaal uitgeroepen tot Journalist van het Jaar. Lees het gehele verhaal van Ellen en Linelle hier. Studenten opgelet! De Volkskrant biedt een gratis studentenabonnement aan, af te sluiten via volkskrant.nl/studenten Presentatie: Pieter KlokRedactie: Corinne van Duin, Lotte Grimbergen, Julia van Alem, Jasper Veenstra en Iris BransMontage: Rinkie BartelsSee omnystudio.com/listener for privacy information.
Zomerveren 2026 deel 1 Opname 12 juli Theater Blaricum Joop en Jessica: En in juli (Visser) Remco Koplamp Light verse Het klasje van George onder leiding van Bas Jongenelen Met Mo Hersi en Marlot Jonker Joop en Jessica: Sombere tijden |(Visser) Heel veel erger (Visser) Winkel (Visser) Kaas (Visser) Wij geloven in een wereld (Visser) Zegt ze (Visser) Hordenloper (Visser) Heel veel veel erger (Visser) (bis)
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the Leopold Aschenbrenner hedge fund unwind, the market crashes in South Korea and Japan, Kevin Warsh and the Fed's next move, and the case for compute scarcity as AI demand outpaces supply. We also discuss tokenization and why bitcoin remains the ultimate hedge and store of value in a world being reshaped by AI.======================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ======================Figure's $160k Community Appreciation (https://www.figure.com/crypto-community-appreciation/T&Cs (https://www.figure.com/crypto-community-appreciation/disclosures/) Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~8.5% APY on real world assets.Unlock your crypto's potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at http://figure.com/disclosures/======================0:00 - Intro0:48 - Leopold's fund unwind & lessons from past blowups 9:21 - Hedge fund leverage & how AI is reshaping market structure11:45 - Korea & Japan's market collapse13:56 - AI will destroy all public companies?15:20 - The bull case for hyperscalers & compute scarcity27:44 - Why bitcoin is the best hedge fund ever29:12 - Kevin Warsh & the Fed33:48 - Does this help Wall Street or Main Street?36:47- Advice for a 25-year-old starting their career today41:18 - Bitcoin & the rest of crypto industry48:52 - Migration, digital money & the breakdown of borders57:56 - What Jordi is covering in his next video
Who is J.T. Welsch? J. T. Welsch is a writer and academic born in the US andbased in the UK, where he teaches at the University of York. He is the author of several books of and about poetry, including Orchids (2010), The Hell Creek Anthology (2015) and The Selling and Self-Regulation of Contemporary Poetry (2020). He also edited the anthology of migrant poetry Wretched Strangers (2018) with Ágnes Lehóczky. His writing has appeared in Poetry Review, Boston Review and the Guardian. In this episode hear about his new book on The Poetry of Suicide: Lessons in grief from the lives and deaths of poets. In the episode introduction, you heard from: Joshua Hurtado Hurtado, PhD, University of Helsinki and Jason Glynos, Professor at the Department of Government, University of Essex about their new article, "Thanabots, fantasy, and theethics of mourning", published in AI & Society. You can find ithere: https://link.springer.com/article/10.1007/s00146-026-03200-9 And then Dr. Mórna O'Connor on her and Dr Dorthe Refslund Christensen's new collection, Creative and Aesthetic Ways of Grief: "All Things Reimagined".How do I cite the episode in my research and reading lists?To cite this episode, you can use the following citation: Welsch, J.T. (2026) Interview on The Death Studies Podcast hosted by Michael-Fox, B. and Visser, R. Published 1 August 2026. Available at: www.thedeathstudiespodcast.com, DOI: 10.6084/m9.figshare.33129308What next?Check out more episodes or find out more about the hosts! Gota question? Get in touch.
Het is zomer en traditiegetrouw een luwe periode als het gaat om de verschijning van nieuwe games. Zo kun je op het strand liggen (een favoriete bezigheid van Donner), genieten van een drankje op het terras óf je onderdompelen in een nieuwe game. Daarom deelt Jochem Visser met Joe van Burik en Donner Bakker zijn lijstje met games waar je weinig over hoort, maar die het spelen zeker waard zijn in deze Mini-Game Round-Up van All in the Game. Jochems lijstje: Thick as Thieves Mörk Borg Heresy Supreme Sultan's Game Travelling by Night (update) Vragen? Mail ons! Op allinthegame@bnr.nl Over All in the GameAll in the Game is de podcast over games voor iedereen. Wanneer er iets speelt in de wereld van games, hoor je dat hier: spannende ontwikkelingen, boeiende onderzoeken en natuurlijk de nieuwste releases om te spelen op je PlayStation, Xbox, pc of welk platform dan ook. Onder leiding van BNR's techredacteur Joe van Burik hoor je gesprekken met andere gamekenners, zoals beursnerd Jochem Visser, techredacteurs Niels Kooloos en Daniël Mol én popcultuurkenners Donner Bakker en Sam van Zuilen. Ook hoogleraar computerwetenschappen Felienne Hermans en universiteit docent Laura van der Lubbe schuiven geregeld aan, en je hoort bijdragen van audioproducers André Dortmont, Ivo Klokman en Jeanne Heeremans. Elke week zijn er minimaal twee afleveringen van All in the Game. Of nog meer, wanneer er veel speelt in de wereld van games. Soms met impressies en analyses over actuele ontwikkelingen en nieuwe games. Andere keren kun je luisteren naar interviews met makers van bijzondere games, van Grand Theft Auto (GTA) tot Baldur's Gate 3 - zowel Nederlandse als internationale ontwikkelaars. Of we praten met e-sport-atleten, onderzoekers en andere experts in de wereld van videogames. In deze podcast kijken we verder dan alleen wat een game leuk maakt: we bespreken juist ook in de culturele, maatschappelijke, economische en technologische impact ervan. Jaarlijks gaat er immers zo'n 200 miljard euro om in de wereldwijde game-industrie, dat is al (vele jaren zelfs) daadwerkelijk meer dan de muziek- en filmindustrie bij elkaar opgeteld. Zo hoor je bij All in the Game niet alleen wat je moet spelen - en op welk nieuwe (game)platform - maar kun je daar nog bewuster mee bezig zijn, over praten en natuurlijk van genieten. Of het nou gaat om Super Mario of Sonic the Hedgehog, Fortnite of Roblox, voetbalgames van EA Sports FC of de FIFA, Call of Duty of Battlefield, League of Legends of Dota,of goude oude titels zoals Tetris, Rollercoaster Tycoon, The Sims of zelfs Snake. En we hebben ook aandacht voor liefhebberijen die dicht op games zitten, zoals Dungeons & Dragons, Lego en de films, series en strips rond reeksen zoals Star Wars en Marvel. Het komt allemaal aan bod in All in the Game. All in the Game werd als podcast al in 2022 opgenomen in het archief van Het Nederlands instituut voor Beeld & Geluid in Hilversum - als eerste podcast van BNR Nieuwsradio en één van de eerste gamepodcasts van allemaal. Gezamenlijk met talloze Nederlandse televisieprogramma’s, radioshows, games, websites, webvideo’s en podcast vormt dit materiaal de Nederlandse mediageschiedenis. Over Joe van BurikJoe van Burik is presentator, podcastmaker en techredacteur bij BNR Nieuwsradio. Je hoort hem bijna dagelijks in de Tech Update met het laatste nieuws over digitale technologie, en gaat daar in De Grote Tech Show (samen met Ben van der Burg) elke woensdag dieper op in met gasten uit de techwereld. Daarnaast maakt hij onder meer de podcast All in the Game, voor iedereen die meer wil horen over videogames.See omnystudio.com/listener for privacy information.
Spreker: Dr. P.J. VisserTekst: Efeze 6: 13-18 Thema: Wapen jezelf!Locatie: Hervormde Gemeente ArnemuidenDatum: 31-08-2025Bron: https://www.youtube.com/watch?v=XubQ_3kChTQ ★ Support this podcast ★
Cours Halakha Time du Mercredi 29 Juillet 2026 (durée : 6 minutes) donné par Rav Ye'hiel CHARBIT.
What's the episode about? In this episode, hear about an event on Love and Loss: A DayAt Arnos Vale Historic Garden Cemetery, Bristol discussing love, romance, sex, death, culture, prison writing, slow suicide, creative writing, obituaries, epitaphs and more.You will listen to a range of academic research love, romance, death, grief and loss, all based or connected to the South West of England, and many of whom were recorded whilst walking around the rather hilly Arnos Vale Historic Garden Cemetery in Bristol, so do forgive any out of breath-ness! The day in April 2026 at Arnos Vale began with a networking and idea generation event for researchers, followed by a guided tour open to the public with the theme of love and loss.This was filled with a rich mix of real-life tales — from couples united in life but separated in death, to daring elopements, parental love, and forbidden love. Some stories are touching, some tragic, and some wonderfully surprising. This was followed by a creative writing workshop on the theme of love and loss, including practical activities and stimulus prompts drawn from the cemetery and the lives of its occupants. The aims of the day were: ● To provide a forum for constructive discussion & preliminary dissemination of research works in progress.● To identify potential future collaboration.● To share research of high public interest with an openaudience in an established heritage setting. Links below for more information on the place and people inthis episode!Find out more about Arnos Vale. Find out more about newly appointed Associate Professor Dr JoParsons. Find out more about Janine Marriott. Find out more about Dr Andrew Griffiths. A huge thank you to the Open University for their supportfor this event via the Academic Communities Fund! How do I cite the episode in my research and reading lists?To cite this episode, you can use thefollowing citation: Michael-Fox, B. and Visser, R. (2026) The Death Studies Podcast hosted by Michael-Fox, B. and Visser, R. Published 26 July 2026. Available at: www.thedeathstudiespodcast.com, DOI: 10.6084/m9.figshare.33089351 What next?Check out more episodes or find out more about the hosts! Gota question? Get in touch.
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the AI trade — Chinese open-source models catching up, Google's massive CapEx bet, and the memory shortage bottlenecking it all. We also cover Travis Kalanick's stealth robotics empire, what AGI in three years means for jobs and the Fed, and where Bitcoin, Ethereum, and the Clarity Act go next.======================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ======================This episode is brought to you by TikTok for Business. If you run a company, your next wave of customers may already be on TikTok. With more than 200 million monthly active users in the U.S. and 51% unique reach, TikTok gives brands access to audiences they can't reach anywhere else. Learn how to turn that reach into growth at TikTok for Business ( https://anthonypompliano.splashthat.com/ )======================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I'm compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.======================0:00 - Intro0:48 - Chinese open-source AI models & the risk to portfolios12:10 - Google's massive CapEx bet & the odds it pays off16:53 - Anthropic's growth slowdown & the shift to token efficiency19:39 - The memory & compute shortage29:00 - Travis Kalanick's stealth robotics & ghost-kitchen empire40:06 - The Fed & rate policy43:23 - Bitcoin's setup & why the "easy" AI trade is over50:36 - Jordi's prompting method for AI research & upcoming video
Met vandaag: De natuurbranden bij Bordeaux | Remco Mienis bouwde een website om bosbranden in Europa live te volgen | Vliegtuigwrak Clipper Endeavor gevonden, ramp legde basis voor veiligheidsvoorschriften | Zomerhits van '76: Ad Visser over Heaven Must Be Missing An Angel van Tavares | Tommy Wieringa brengt zijn essay Optimisme Zonder Hoop opnieuw uit | Presentatie: Coen Verbraak
Sipke Visser is a photographer and speaks about how he collaborates through photography at the 2026 Chico Reviewhttps://www.sipkevisser.nlhttps://www.instagram.com/sipkevisser/https://www.chicoreview.comAfter being born I spent the first 19 years of my life in Leeuwarden, a small town in the North of the Netherlands. In 2005 I moved to London for love and to pursue a life in photography. While making a living as a retoucher I have consistently been working on making art with photography as the main medium. While by very proficient with photoshop I never alter any of my own work, apart from grading.My projects usually involve people. I love involving them with a project asking them to participate somehow, usually by adding text or drawings to a portrait or image. In 2005, for Return to Sender, I sent 500 hand written letters with an image to random people all across the UK, asking for a response. For the HAIR project I asked people to have all their hair cut off and to then reflect on that. In the pandemic I photographed the neighbours in black and white to then revisit them 2 years later inside their houses, shooting them in colour now. For Take a Look at Yourself I photographed 150 people with a large plate camera over a period of 8 years. I then asked them to have a really long good look at the image, and reflect. This podcast is sponsored by the Charcoal Book Club - Begin Building your dream photobook library today at:https://charcoalbookclub.com
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the AI stock slowdown, why China's new Kimi K3 model is upending the AI trade, and the hidden cultural bias baked into these systems. We also discuss the cooler inflation report, Fed Chair Kevin Warsh's early moves, bitcoin's reaction, and why robotics could be the next big AI trade.======================For a limited time, our listeners get 50% off FOR LIFE, Free Shipping, AND 3 Free Gifts at Mars Men at Mengotomars.com.======================Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at ( https://partner.blofin.com/d/Pomp ).======================This episode is brought to you by TikTok for Business. If you run a company, your next wave of customers may already be on TikTok. With more than 200 million monthly active users in the U.S. and 51% unique reach, TikTok gives brands access to audiences they can't reach anywhere else. Learn how to turn that reach into growth at TikTok for Business ( https://anthonypompliano.splashthat.com/ )======================Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you're rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy! ======================0:00 - Intro0:50 - AI stock unwind & the summer slowdown5:45 - Framework for picking AI winners7:1 3 - China's Kimi K3 & open source vs. closed models11:09 - Model routers & how many models is too many?17:46 - The hidden "cultural weights" in AI models22:37 - Inflation report & Fed reaction 32:28 - Bitcoin's reaction & crypto allocation39:26 - Nasdaq outlook & where he's avoiding45:09 - Software stocks & what is the next trade?
Ja, ook één glas alcohol is er één te veel, stelde de Gezondheidsraad onlangs. Drinken is schadelijk voor jezelf en je omgeving, toch drinkt driekwart van de Nederlanders regelmatig. En dus moet de overheid alcoholgebruik ‘ontmoedigen en denormaliseren’, is het advies. Maar hoe doe je dat? En waarom is er zo’n weerstand tegen deze alcohol-nullijn? Hoofdredacteur Pieter Klok bespreekt het met wetenschapsredacteuren Ellen de Visser en Nathan Lont. Lees ook: Alcohol laat geen orgaan ongemoeid: dit gebeurt er in het lichaam als je alcohol drinkt Hoe maak je alcohol onaantrekkelijk? Of tenminste: minder aantrekkelijk Studenten opgelet! De Volkskrant biedt een gratis studentenabonnement aan, af te sluiten via volkskrant.nl/studenten Presentatie: Pieter KlokRedactie: Corinne van Duin, Lotte Grimbergen en Jasper VeenstraMontage: Rinkie BartelsSee omnystudio.com/listener for privacy information.
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss why he thinks the AI mid-cycle slowdown is over, why he's turning bullish on bitcoin, tokenization and stablecoins. We also cover the Fed's July rate decision and where he's finding value in gold, silver, and regional banks.====================Turn every conversation into a searchable business asset with PLAUD NotePro. Visit https://Plaud.ai/pomp and use code POMP for 15% off.====================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I'm compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.====================This episode is brought to you by mogul ( https://www.mogul.club/pomp ). Deloitte estimates that $4 trillion of real estate will move onto the blockchain over the next decade. Through tokenized residential real estate, mogul gives investors access to professionally managed properties with targeted yields, monthly rent payouts, and potential tax benefits — all without the headaches of being a landlord. Learn more and claim a special offer at https://www.mogul.club/pomp . See important disclosures at disclaimer.mogul.club.====================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.====================0:00 - Intro0:42 - Grok vs. Meta's AI price war why cheaper AI won't cut spend10:03 - Apple's Siri stumble & price hikes14:50 - Using Grok in a Tesla17:28 - Short sellers, Samsung's earnings & the mid-cycle slowdown23:34 - Why Jordi is turning bullish on bitcoin 29:55 - Tokenization, stablecoins & the AI-crypto nexus33:33 - Michael Saylor's Bitcoin sale — does it matter?38:02 - Where else Jordi is deploying capital42:04 - Does the Iran war actually matter for markets?45:00 - The new robotic hand demo that changed everything50:18 - Jordi's upcoming video
Faith's Address | Pastor Andy Visser by Word of Life LV
Joy in the Wilderness | Pastor Andy Visser by Word of Life LV
The Animorphs redirect the Helmacrons to a new enemy: Visser 3! Cassie, Marco, and Tobias get even smaller. Where does the morph cube get its energy from? Why was 90s media so obsessed with storylines involving shrinking? Does Ax enjoy making every dad in this series uncomfortable? And does Marco enjoy the Helmacron politics a little bit too much?Support the showSupport us on Patreon: https://www.patreon.com/anidorks@anidorkspod on twitter! Send questions to anidorkspod@gmail.comHey! For real though: Leave us a 5 star review and we'll read it on the air! New episodes every Wednesday!!!
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the AI mid-cycle slowdown, the Fed under Warsh and what rate cuts could mean for markets, the $90 trillion AI infrastructure buildout, memory and Micron's role in the AI bottleneck, and why Jordi believes bitcoin is positioned to be the best performing assets once the negatives of AI start to show up.=====================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~9% APY on real world assets, paid hourly. Unlock your crypto's potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at figure.com/disclosures/=====================Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign. Check them out at ( https://partner.blofin.com/d/Pomp ).=====================This episode is brought to you by mogul ( https://www.mogul.club/pomp ). Deloitte estimates that $4 trillion of real estate will move onto the blockchain over the next decade. Through tokenized residential real estate, mogul gives investors access to professionally managed properties with targeted yields, monthly rent payouts, and potential tax benefits — all without the headaches of being a landlord. Learn more and claim a special offer at https://www.mogul.club/pomp . See important disclosures at disclaimer.mogul.club.=====================0:00 - Intro1:20 - Has bitcoin bottomed? 6:03 - Bitcoin vs the Mag 7: is the correlation breaking?9:00 - Sam Altman, OpenAI & the government getting involved11:11 - American open source vs Chinese AI models14:28 - AI compute demand & the infrastructure buildout20:37 - AI slowdown: how bad, how long?22:44 - Where do markets go from here? 27:30 - AI agents in the workplace & security risk34:50 - Memory, Micron & the AI bottleneck39:53 - The next 10-20 years: robots, AI & society44:18 - The Fed, rate cuts & inflation's impact on AI49:55 - Why bitcoin wins in the end
What's the episode about? In this episode, hear Dr Molly Conisbee on social histories of death and mourning, liberation thanatology, lessons fromthe history of death, walking tours and being a bereavement councillorWho is Molly? Molly Conisbee is a social historian and visiting research fellow at the Centre for Death and Society at the University of Bath. She has a PhD from the University of Bristol and has spent the last ten years researching the social history of death and mourning. Conisbee is also a bereavement counsellor, has curated walks on the history of death around the country and has written for the Guardian and Ecologist.To cite this episode, you can use the following citation: Conisbee, M. (2026) Interview on The Death Studies Podcast hosted by Michael-Fox, B. and Visser, R.Published 1 July 2026. Available at: www.thedeathstudiespodcast.com, DOI: 10.6084/m9.figshare.32866145
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the AI trade and why it's far from over, the memory shortage driving Micron, which AI models are winning and losing, how agentic loops are replacing white collar jobs, why bitcoin and the debasement trade are selling off — and what comes next.=====================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~9% APY on real world assets, paid hourly. Unlock your crypto's potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at figure.com/disclosures/=====================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I'm compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.=====================Bitget (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew) is the world's largest Universal Exchange (UEX) (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold. At launch, users can trade 79 instruments with USDT directly with the App. Users can also enjoy high liquidity and low slippage, while trading these assets with up to 500x leverage. For more information on Bitget TradFi, visit this article (https://bitget.com/support/articles/12560603846859). For more information, visit: Website (https://bitget.com/) | Twitter (https://x.com/bitget) | Telegram (https://t.me/BitgetENOfficial) | LinkedIn (https://linkedin.com/company/bitget-global/) | Discord (https://discord.com/invite/bitget)For media inquiries, please contact: media@bitget.com=====================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.=====================0:00 - Intro1:13 - Is the AI trade over?4:11 - Micron, memory shortage, & the AI supply chain9:54 - Intel, TSMC & the AI arms race13:11 - Claude vs. ChatGPT vs. Gemini24:26 - Agentic loops & job displacement29:50 - What is the impact of regulation?34:55 - Stripe, solopreneurs & AI commerce38:12 - Bitcoin, gold & the debasement selloff43:11 - Tokenization & bitcoin's third wave45:04 - Jordi's upcoming video
Jarratt Gray is the co-designer along with Carl de Visser of Endeavor, Endeavor: Age of Sail and Endeavor Deep Sea.00:00 - Intro (taking TCbH by storm)02:49 - The sense of exploration06:09 - History of Endeavor12:27 - An academic bent16:50 - Designing a balance between coop & competitive21:31 - Working partnership with Carl25:56 - Avoiding bad expansions with uncharted waters34:10 - Endeavor's futureHOT LINKS:Our Site - www.cardboardherald.comOur Video Channel - https://www.youtube.com/TheCardboardHeraldOur Twitter - https://twitter.com/CardboardHeraldOur Patreon - https://www.patreon.com/user?u=9669551
In this episode of Technically Legal, veteran patent lawyer Laurence Brown and Partner at the UK-based intellectual property firm EIP discusses the evolving concept of the "AI-native" law firm and how EIP is actively navigating this transition through their hybrid intelligence service, Visser AI. Laurence shares insights from his 25-year career, discussing how EIP uniquely integrates litigators and patent attorneys to provide comprehensive IP services. The core of the conversation centers on Visser AI, named after the renowned European patent attorney Derk Visser, which leverages specialist AI tools to accelerate patent drafting and prosecution. The discussion covers the shifting economics of legal billing, the transition from billable hours to fixed fees, and how AI is actively redesigning traditional, linear patent workflows. Laurence also believes AI not only delivers faster, more cost-effective results for clients without compromising quality, but also makes the day-to-day work of attorneys more engaging. Things We Talk About in this Episode Defining AI-Native: A true AI-native firm goes beyond simply prompting a frontier model; it involves fundamentally redesigning workflows to fully leverage AI technology. The Economics of AI: The efficiency gained through AI allows firms to offer competitive fixed fees, providing cost reductions for clients while maintaining law firm profitability. Redesigning Workflows: AI tools enable parallel workflows in patent drafting, such as senior attorneys structuring claims while juniors draft the description, breaking the traditional linear process. Specialist vs. Generalist AI: When it comes to complex patent law, purpose-built platforms like Patently significantly outperform general-purpose LLMs in quality and contextual understanding. European AI Regulation: The European patent industry's conservative nature has led to risk-centered AI guidelines, but the conversation is shifting toward the potential disservice of not utilizing these tools to assist clients.
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss the AI pivot happening with hyperscalers, the rise of open source models, what the Mythos/Fable Five situation means for governments and investors, Kevin Warsh's first Fed press conference, where inflation is actually headed, and why bitcoin is still in a bear market and what needs to change.====================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp====================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.====================Looking for a better place to trade? BloFin gives traders access to deep liquidity, advanced futures products for crypto AND TradFi assets, fast execution, and a clean, intuitive interface—all in one platform. To celebrate their partnership with us, they're giving away $100,000 in Deposit & Trade Rewards. Deposit, trade, and earn rewards based on your activity during the campaign.====================0:00 - Intro0:57 - AI pivot & hyperscaler weakness5:47 - Open source models & US vs China AI race7:19 - Token demand, Jevons Paradox & AI adoption trends14:22 - When does the CapEx spending become a problem?17:59 - Open source vs closed AI models — who wins long term?19:25 - Agency & what it means for individuals24:34 - Is AI & energy the only thing holding the market up?28:32 - Kevin Warsh's first Fed press conference31:36 - Inflation outlook & next CPI print37:44 - Why so many Americans feel trapped & real cost of living44:51 - Bitcoin bear market & what needs to change
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the SpaceX IPO, orbital data centers, and the critical minerals powering the AI buildout. We also discuss the AI model wars, why Jordi thinks Sam Altman won't be running OpenAI within a year, and how the New York Knicks playoff run connects to the future of crypto and blockchain in a world of AI and deep fakes.======================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~9% APY on real world assets, paid hourly. Unlock your crypto's potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at figure.com/disclosures/======================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.======================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp======================0:00 - Intro1:00 - SpaceX IPO, Elon & orbital data centers12:15 - Critical minerals & the AI supply chain18:55 - American industrial sovereignty & critical chemicals22:36 - AI model cost crisis & who wins the model war37:10 - Knicks NBA Finals & the case for crypto in an AI world47:48 - Jeff Bezos launches Prometheus50:34 - AI use case of the week
Raoul welcomes back Jordi Visser to break down how AI is creating a massive supercycle, driven by compute, energy, agents, data centers, and an explosion in intelligence. Raoul and Jordi also explore how crypto, tokenization, personal AI “vaults,” and the invisible data economy could unlock new markets, new productivity, and major investment rotations beyond just Nvidia and the current AI leaders. Recorded June 4, 2026. Today's sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you're a seasoned trader in the Futures arena or brand new, Plus500's user-friendly trading platform offers you the advanced tools, market insights, and quick execution you've been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. Learn more about your ad choices. Visit podcastchoices.com/adchoices
In this episode of The Agency Rocket Show, Liz Hunt sits down with Arjan Visser for a deep conversation about creative leadership, vulnerability, burnout, and the growing tension between management systems and human creativity. The conversation also explores Liz's upcoming book, The 9 Types of Creatives, including the “Visionary” archetype, a creative profile centered around high-level thinking, leadership, innovation, and future-focused vision. Together, they discuss: Why traditional management structures often fail creative teams The importance of relational safety in leadership How insecurity impacts both creatives and managers Recognizing patterns in creative personalities and teams The tension between predictability and innovation Why leaders need peer groups outside their organization The danger of self-sacrifice in leadership How creative archetypes can become tools for understanding instead of labels This episode is for agency owners, creative leaders, entrepreneurs, managers, and anyone trying to build healthier, more human-centered teams. Interested in learning more about future-focused leadership and identity-driven strategy? Check out LEAD THE FUTURE: 7 Steps to Expand your Identity, Strategic Foresight, and Vision by Arjan Visser on Amazon Connect with Arjan Visser on LinkedIn
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss why bitcoin is down 50% and whether the bear market is over, why he's still buying through the dip, how AI agents will drive bitcoin adoption, and why the rotation from AI hardware to human software is the biggest investment opportunity right now.=======================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~9% APY on real world assets, paid hourly. Unlock your crypto's potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at figure.com/disclosures/=======================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.=======================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp=======================0:00 - Intro0:45 - Why bitcoin is down 50% & is the bear market over?6:48 - What would convince Jordi to sell his bitcoin?9:07 - Bitcoin as the S&P 500 of crypto14:02 - Why bitcoin is safer than any company past 203017:45 - Bitcoin volatility vs. the stock market22:22 - The five-layer AI stack & where revenues are missing26:22 - Token budgets & the shift to specialized AI35:10 - Are LLMs now commoditized?40:30 - Peptides as the API key for the human body49:24 - Healthcare, entitlements & the future outlook
Marty sits down with Jordi Visser to discuss why AI's parabolic growth reflects real exponential demand rather than a bubble, how physical infrastructure bottlenecks are the only real brake on progress, and what the rise of agentic computing means for the death of the 60/40 portfolio, corporate hierarchies, and the fusion of Bitcoin with tokenized finance. Jordi on X: https://x.com/jvisserlabs Jordi's Substack: https://substack.com/@visserlabs Jordi on YouTube: https://www.youtube.com/@JordiVisserlabs STACK SATS hat: https://tftcmerch.io/ Our newsletter: https://www.tftc.io/bitcoin-brief/ TFTC Elite (Ad-free & Discord): https://www.tftc.io/#/portal/signup/ Discord: https://discord.gg/yHGkvYxdqT Opportunity Cost Extension: https://www.opportunitycost.app/ Shoutout to our sponsors: Bitkey https://bitkey.world/ Aven https://www.aven.com/bitcoin CrowdHealth https://www.joincrowdhealth.com/tftc Unchained https://unchained.com/tftc/ Salt of the Earth: https://drinksote.com/tftc Join the TFTC Movement: Main YT Channel https://www.youtube.com/c/TFTC21/videos Clips YT Channel https://www.youtube.com/channel/UCUQcW3jxfQfEUS8kqR5pJtQ Website https://tftc.io/ Newsletter tftc.io/bitcoin-brief/ Twitter https://twitter.com/tftc21 Instagram https://www.instagram.com/tftc.io/ Nostr https://primal.net/tftc Follow Marty Bent: Twitter https://twitter.com/martybent Nostr https://primal.net/martybent Newsletter https://tftc.io/martys-bent/ Podcast https://www.tftc.io/tag/podcasts/
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss why the stock market keeps hitting all-time highs despite bad news, why AI and biotech are more underappreciated than most people realize, how Eli Lilly's AI partnerships could transform longevity and chronic disease, and where Jordi thinks you need to position your portfolio to actually compound in an exponential world.======================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~9% APY on real world assets, paid hourly. Unlock your crypto's potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at figure.com/disclosures/======================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I'm compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.======================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.======================0:00 - Intro0:35 - Why markets keep hitting all-time highs despite bad news10:30 - Consumer confidence, savings rate & what it means16:02 - Running the economy hot — who wins and who loses19:30 - AI + biotech: why Eli Lilly is the sleeper story31:27 - How AI will improve education, finance & health38:48 - Why your wealth manager may be failing you in the exponential era
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the surge in rate hike expectations, how the Iran conflict is fueling inflation, the AI trade rotation out of memory names, and why bitcoin stands to benefit from the macro chaos ahead.====================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~9% APY on real world assets, paid hourly. Unlock your crypto's potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at figure.com/disclosures/Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.====================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I'm compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.====================0:00 - Intro0:42 - Why rate hike odds suddenly surged & potential impact6:23 - Inflation expectations & energy prices9:34 - How this is different from 202215:38 - Where Jordi is rotating in the AI trade20:45 - The commodity bull market & silver24:51 - Why bitcoin could break out before summer & short-term outlook31:01 - What will get Jordi to change his mind?36:00 - The K-shaped economy & economic data40:22 - S&P profit margins & bubble warning signal? 44:51 - The debt crisis & what it means for bitcoin50:41 - Jordi's upcoming video
Tobias and Rachel visit the world's saddest petting zoo. They they return to rescue a baby Hork Bajir. Does Visser 3 enjoy being Aria? Can the Animorphs claim implied consent from Ket Halpak for using her morph after dunking on Hork Bajir intelligence all book? How many Tobias books are even left in this series? Is Marco crushing on Jake's authoritative side? Does Crazy Helen hang out at Frank's Safari Land?Support the showSupport us on Patreon: https://www.patreon.com/anidorks@anidorkspod on twitter! Send questions to anidorkspod@gmail.comHey! For real though: Leave us a 5 star review and we'll read it on the air! New episodes every Wednesday!!!
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down why all-time highs in the stock market are flashing warning signs, how the Iran conflict is fueling a longer inflation cycle, why the AI semiconductor boom may be hitting near-term bottlenecks, and what Dogecoin is quietly signaling about the next crypto move.=====================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I'm compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.=====================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.=====================0:00 - Intro0:40 - Stock market all-time highs & what's driving them4:29 - Iran conflict, oil prices & inflation outlook9:43 - What comes next for markets?19:30 - Jensen Huang's 1000x energy demand & AI infrastructure27:40 - Data center opposition & political headwinds30:43 - Dogecoin as a retail sentiment signal37:00 - Trump's China trip — signal or show?41:31 - GameStop's eBay bid & digital activist investing49:40 - Jordi's upcoming video
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down why parabolic AI stocks are justified by real demand, who's actually buying bitcoin and why it's heading higher, the tokenization wave coming this summer, and the stocks Jordi is buying and selling right now.=====================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.=====================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp=====================Bitget (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew) is the world's largest Universal Exchange (UEX) (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold. At launch, users can trade 79 instruments with USDT directly with the App. Users can also enjoy high liquidity and low slippage, while trading these assets with up to 500x leverage. For more information on Bitget TradFi, visit this article (https://bitget.com/support/articles/12560603846859). For more information, visit: Website (https://bitget.com/) | Twitter (https://x.com/bitget) | Telegram (https://t.me/BitgetENOfficial) | LinkedIn (https://linkedin.com/company/bitget-global/) | Discord (https://discord.com/invite/bitget)For media inquiries, please contact: media@bitget.com=====================0:00 - Intro1:14 - Why parabolic moves in AI stocks are justified5:18 - Data center buildout & the obsolescence race11:34 - DRAM ETF & AI volatility20:56 - Data center protests, supply bottlenecks, & inflation28:54 - AI-driven layoffs — cover story or real?32:12 - Michael Saylor, bitcoin & who's actually buying35:19 - Blackrock ETF at all-time highs & boomer buying37:21 - Why long duration assets are dead39:25 - Tokenization & the Iran war41:40 - New Fed chair, oil & macro outlook46:35 - AI in grocery stores & dynamic pricing49:21 - Wealth inequality & discretionary spending51:47 - Long-term investing advice & stocks Jordi is looking at57:50 - Jordi's video this week
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss why the stock market keeps hitting all-time highs, the AI-driven semiconductor supercycle, why software is losing to chips and power names, where bitcoin fits into the macro picture, the rise of tokenization, and how to think about inflation and the Fed.=======================Consensus Miami is the largest crypto conference in the world — May 5-7, 2026 in Miami. 20,000 attendees. 72% director-level or above. The deals, partnerships, and investments that shape the next cycle get made here. Use code POMPLIANO for 25% off your pass → https://go.coindesk.com/c26pomp=======================Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you'll ever make? Schedule a life-changing call at http://fountainlife.com/pomp Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at https:www.http://fountainlife.com/pomp=======================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I'm compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.=======================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.=======================0:00 - Intro0:53 - Why the stock market keeps hitting all-time highs4:37 - AI vs. software (who's winning & who's losing)11:28 - Is this a bubble? Demand vs. supply dynamics13:00 - Why crypto is lagging the AI trade & bitcoin setup 17:22 - The industrial revolution thesis & why stocks won't stop20:40 - Inflation, the Fed & politics32:00 - How to use AI to get ahead33:08 - The compute cost problem & AI model wars48:13 - Retail vs. institutional investors — who has the edge 50:39 - Where to find Jordi's work
Has Bitcoin already bottomed, or are investors still looking at the wrong signals? Jordi Visser joins Bankless to argue that AI is destroying software moats, reshaping inflation, and pushing capital toward scarce assets, with Bitcoin at the center of that shift. We get into his “AI is the new QE” thesis, the scarcity-versus-abundance portfolio, why the S&P may struggle in an AI regime, what a more muted Bitcoin cycle looks like, and where he still sees upside across the rest of crypto. ---
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss why bitcoin is decoupling from software stocks, how it wins in both inflationary and deflationary environments, and the five scarcity-driven investment baskets Jordi is tracking right now. We also get into the AI agents shift, why public companies are struggling to adopt AI, and how to position a portfolio in a world of shortages.====================Consensus Miami is the largest crypto conference in the world — May 5-7, 2026 in Miami. 20,000 attendees. 72% director-level or above. The deals, partnerships, and investments that shape the next cycle get made here. Use code POMPLIANO for 25% off your pass → https://go.coindesk.com/c26pomp====================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I'm compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.====================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (https://figuremarkets.co/pomp), allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~8.5% APY on real world assets, paid hourly. Unlock your crypto's potential today at Figure! https://figuremarkets.co/pompDisclosuresFigure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply.====================0:00 - Intro 0:54 - Bitcoin vs. software stocks decoupling?5:43 - Inflation vs. deflation & what it means for bitcoin 12:35 - The 5 thematic investment baskets 23:27 - Real-time information & podcasts vs reading 33:27 - AI security, hacking & what it means for bitcoin 36:15 - Anthropic vs. OpenAI vs. Meta — the model race 42:15 - Contracted annual run rate & the revenue illusion 45:35 - Jordi's scarcity trader worldview49:03 - The fourth turning, politics & generational change
Jordi Visser is a veteran macro investor with 30+ years of experience. In this conversation, we break down why AI is creating massive shortages in chips, energy, and commodities—and what that means for inflation and markets. We also discuss why stocks keep hitting highs despite economic pressure, how scarcity is becoming the most important investing theme, and why bitcoin could be setting up for a major move.======================Consensus Miami is the largest crypto conference in the world — May 5-7, 2026 in Miami. 20,000 attendees. 72% director-level or above. The deals, partnerships, and investments that shape the next cycle get made here. Use code POMPLIANO for 25% off your pass → https://go.coindesk.com/c26pomp======================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I'm compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.======================Bitget (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew) is the world's largest Universal Exchange (UEX) (https://bitget.com/promotion/futures-tradfi?channelCode=regd&vipCode=nkew), serving over 125 million users with access to over 2M+ crypto tokens, and TradFi markets such as 100+ tokenized stocks, ETFs, commodities, FX and precious metal like Gold. At launch, users can trade 79 instruments with USDT directly with the App. Users can also enjoy high liquidity and low slippage, while trading these assets with up to 500x leverage. For more information on Bitget TradFi, visit this article (https://bitget.com/support/articles/12560603846859). For more information, visit: Website (https://bitget.com/) | Twitter (https://x.com/bitget) | Telegram (https://t.me/BitgetENOfficial) | LinkedIn (https://linkedin.com/company/bitget-global/) | Discord (https://discord.com/invite/bitget)For media inquiries, please contact: media@bitget.com======================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.======================0:00 - Intro 1:08 - Why stocks keep hitting all-time highs 5:44 - AI shortages & supply constraints8:15 - Why dips don't last (V-shaped market)10:15 - Inflation vs deflation debate21:35 - Semiconductors = key commodity30:05 - Running out of compute (chips & power)34:45 - AI demand surge & what future looks like48:31 - Bitcoin outlook.. could it explode higher?
Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down what's really going on in the market right now—from AI-driven disruption and rising inflation to why money is rotating into commodities and semiconductors. We also get into why bitcoin could be setting up for a bigger move as the macro environment continues to shift.=======================Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you'll ever make? Schedule a life-changing call at http://fountainlife.com/pomp Get $1,000 off the cost of a life-changing membership with Fountain Life when you schedule a call at https:www.http://fountainlife.com/pomp=======================Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/pomp=======================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.=======================0:00 - Intro0:50 - Iran war, markets & current outlook3:22 - AI vs software (what's the difference?)5:43 - Who is actually using AI today?9:10 - Who gets access to powerful AI models?15:16 - Where are the investment opportunities?19:38 - Large caps vs small caps23:09 - Inflation vs deflation (what actually matters?)29:27 - Bitcoin setup & macro conditions37:37 - Why bitcoin wins in multiple scenarios41:31 - Bitcoin volatility & cycle timing44:34 - Dollar weakness & global shifts46:31 - Future outlook for AI, bitcoin, & markets