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://t.co/EVT4dfuWKC
Spotify: https://t.co/8pPXFffEhC
Apple: https://t.co/sHoyhNfY2A
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?
The grandson of Reese (inventor of Reese Cups) has been publicly attacking Hershey for not using high quality ingredients. FYI this is why Feastables started selling peanut butter cups. We use real peanut butter just like you’d find in a jar.
Inspira received official approval from Clalit’s Medical Equipment Committee (world’s 2nd largest integrated HMO; $12B revenue), enabling INSPIRA™ ART100 for immediate procurement & operational use across Clalit's extensive medical ecosystem. $IINN Read more >> https://t.co/Q0MI1J3ViI
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Thank you to @ABC for inviting me on to discuss the @POTUS@davidsacks47 Bitcoin Strategic Reserve and Digital Asset Stock Pile while advocating for retail investors.
Most parents think their kid is being difficult. Parenting expert, @GoodInside, says your kid is actually overwhelmed, scared, or lonely.
This week we talk about why tantrums happen, why shame is so powerful, and why the strongest thing a parent can say is “I am still here.”
Full episode on @WhatNowPodcast, on YouTube or wherever you listen.
https://t.co/rEeiDq1nzJ
@Trevornoah
NEW VIDEO - Revisiting Dope Tech GOATs from the past few years to see if they've gotten any better: https://t.co/O6fhmgJh6q
- Galaxy Tab S11 Ultra
- Logitech MX Master 4
- Devialet Phantom Ultimate
- Nikon ZR
Pretty sick sick new feature that I am specifically excited about: Android update that makes Quick Share work with Airdrop. So you can easily share files/images between Android phones and iPhones (starting with Pixel 10)
https://t.co/AVCq2bZ9Hs
Always a fun time helping out smaller creators. Shoutout to the kid @KingJames for doubling down on his YouTube channel for a second career as he starts his post basketball journey 😅
https://t.co/3MdXVJdMUN
What happens when democracy starts feeling like a brand instead of a promise?
This week on @WhatNowPodcast, @SecretaryPete stops in to talk about how the system got here - and what it would take to fix it.
Watch now on YouTube or listen wherever you get your podcasts.
https://t.co/LK6PT46tBW
@Trevornoah