Off The Chain

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we 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.======================Summ supports TurboTax and makes it easy to track your cost basis across 3,500 exchange, wallet and crypto integrations -- with support for DeFi, NFTs, staking and airdrops. Generate accurate IRS-ready reports that help maximize deductions and pay the least tax possible. Summ is an official tax partner of MetaMask and Coinbase. Use code POMP20 for 20% off your first year at Summ: https://summ.com/us?via=pomp&promo=POMP20======================Award-winning Fountain Life - Energy supercharged. Memory sharper. Life extended. Ready for the best investment you’ll ev