This week @jvisserlabs and I discuss rising inflation, higher oil prices, and why he believes markets are entering a new regime driven by supply shocks and geopolitical risk. We also explore asset rotation into commodities, risks in private credit, and bitcoin’s growing role as liquidity and capital flows shift globally. YouTube: https://youtu.be/TvR7W-Q7J1M?si=Fj1_aE-nV5g21kK9 Spotify: https://open.spotify.com/episode/1DNuFJmnMkVdTpuk3xdMNd?si=nZ0TmBVnQnexAB84ZL-52g Apple: https://podcasts.apple.com/us/podcast/why-bitcoin-could-hit-all-time-highs-in-2026-jordi-visser/id1434060078?i=1000757885007 TIMESTAMPS: 0:00 - Intro 0:56 - Has the market officially entered a new regime? 3:58 - Global shortages & why inflation is rising again 11:25 - Where smart money is moving right now 16:09 - Could inflation spike back above expectations? 21:31 - Why stocks struggle in high inflation environments 25:31 - Will markets recover or stay flat this year? 27:30 - Why bitcoin could lead the next cycle 33:29 - Why most altcoins won’t outperform bitcoin 37:55 - How AI is disrupting markets & software 41:15 - Why bitcoin is the ultimate asset in this shift(Anthony Pompliano 🌪)