I spoke with @jvisserlabs to unpack the chaos hitting markets this year, including weak jobs data, Fed uncertainty, private credit cracks, AI-driven disruption, and the collapse of old economic playbooks. Key parts of the conversation touched on software stocks repricing, energy infrastructure, synthetic media, portfolio positioning, and why Jordi believes bitcoin is the truest AI trade. YouTube: https://youtu.be/5kFhXw1wZvQ?si=19hGrz4gbCnVU_wl Spotify: https://open.spotify.com/episode/0ZZ0acKOTojiyEZnbqYpc2?si=d-ROe1gIQS6ZYeflNJALdw Apple: https://podcasts.apple.com/us/podcast/the-ai-boom-is-exactly-why-bitcoin-exists-jordi-visser/id1434060078?i=1000753761566 TIMESTAMPS: 0:00 - Intro 0:53 - The current state of the U.S. economy 5:18 - Does the jobs report force the Fed to cut rates? 8:28 - How do the Iran, Venezuela, & Cuba situations end? 14:00 - Is the speed of military & government action changing? 19:12 - What is happening in private credit right now? 25:04 - Should investors run toward distressed private credit or avoid it? 28:47 - What happens to a traditional 60/40 portfolio over the next decade? 32:27 - Is Jordi still bullish on energy infrastructure & power demand? 35:37 - What Jordi’s AI setup looks like 43:13 - How will AI-generated content & synthetic media change content creation? 49:50 - When will society normalize humans working alongside AI assistants? 52:20 - Is Jordi nervous or excited for rest of 2026?(Anthony Pompliano 🌪)