I spoke with @jvisserlabs about why AI is creating massive shortages in chips, energy, and commodities, including what that means for inflation and markets. We also discuss why stocks keep hitting new highs despite economic pressure, how scarcity is becoming the most important investing theme, and why bitcoin could be setting up for a major move. YouTube: https://youtu.be/SlPpXs_8WI4?si=LO37OIltAIOBqVrz Apple: https://podcasts.apple.com/us/podcast/all-time-high-stocks-bitcoin-about-to-explode-jordi-visser/id1434060078?i=1000762125688 TIMESTAMPS: 0:00 - Intro 1:08 - Why stocks keep hitting all-time highs 5:44 - AI shortages & supply constraints 8:15 - Why dips don’t last (V-shaped market) 10:15 - Inflation vs deflation debate 21:35 - Semiconductors = key commodity 30:05 - Running out of compute (chips & power) 34:45 - AI demand surge & what future looks like 48:31 - Bitcoin outlook.. could it explode higher?(Anthony Pompliano 🌪)