4.8 • 764 Ratings
🗓️ 9 July 2025
⏱️ 71 minutes
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Marty sits down with Jordi Visser to discuss how AI is breaking traditional economic indicators, why Bitcoin represents the future S&P 500, and how energy bottlenecks could constrain the coming AI revolution while private companies increasingly avoid going public.
Jordi Visser on Twitter: https://x.com/jvisserlabs
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0:00.0 | You've had a dynamic where money has become freer than free. |
0:10.0 | If you talk about a Fed just gone nuts, all the central banks going nuts. |
0:16.0 | So it's all acting like safe haven. |
0:18.0 | I believe that in a world where central bankers are tripping over themselves to devalue their |
0:23.4 | currency, Bitcoin wins. |
0:25.4 | In the world of fiat currencies, Bitcoin is the victor. |
0:28.6 | I mean, that's part of the bold case for Bitcoin. |
0:31.6 | If you're not paying attention, you probably should be. |
0:34.6 | Jordi, Visser, thank you for joining me. |
0:39.3 | Good to be here, Marty. |
0:41.3 | As I was saying, I've been a big fan of your weekly updates. |
0:46.3 | I think you're on top of converging trends better than most people right now, particularly as it pertains to AI, Bitcoin, broader crypto, and how it's |
0:58.4 | actually affecting the markets right now. And I think a good jumping off point for this |
1:04.6 | conversation is something that you've been talking about a lot, which is this dislocation |
1:09.2 | between leading economic indicators and which |
1:11.2 | actually happening in the sense that many indicators that people have been depending on for decades |
1:17.9 | seem to be sending off alarm bells that things may not all be well. But I think your thesis is that |
1:25.0 | AI is having an overwhelming effect on the market that is making those what have been dependable indicators independentable right now. |
1:35.4 | Yeah, it's actually interesting. |
1:37.0 | I'm going to, I'll go backwards a little bit so people can understand the rationale behind it because I think |
1:45.5 | it's one of the more important points and there's a jumping off point where I really |
1:51.0 | started to recognize. |
... |
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