I did a live recording with @jvisserlabs to discuss the scarcity trade across markets, bitcoin’s potential short squeeze, silver’s role as a critical industrial metal, and the inflation vs. deflation debate. We also explore how AI, robotics, and productivity shifts could reshape markets in the years ahead. Enjoy! YouTube: https://youtu.be/uayWSm17LQ8?si=0CrzWR0dS2TCUZBj Spotify: https://open.spotify.com/episode/54L2cnSpEpKFltDyJs5qWT?si=Uh9koYZCQKyNsdZITIhjCQ Apple: https://podcasts.apple.com/us/podcast/bitcoin-vs-silver-the-ultimate-rotation-is-happening/id1434060078?i=1000746455649 TIMESTAMPS: 0:00 - Intro 0:27 - Bitcoin, silver & the coming scarcity trade 5:42 - Politics, Davos & why it doesn’t matter for markets 8:58 - Inflation vs deflation 12:16 - Why is bitcoin’s price not higher right now? 17:24 - Quantum risk & bitcoin security 19:01 - OpenAI, AI competition & monetization 24:34 - Elon Musk, Tesla & humanoid robots 31:05 - Robotaxis, dark factories & the future of labor 37:49 - How small businesses should use AI 41:40 - Strategy & bitcoin as collateral 44:14 - Robotics, vision models & what’s next(Anthony Pompliano 🌪)