I sat down with @jvisserlabs to discuss escalating geopolitical tensions, rising oil prices, and increasing risks in private credit and global markets. We also explored Bitcoin's resilience, how artificial intelligence is disrupting the software and job markets, and why Jordy believes commodities, liquidity, and volatility will shape the next major investment cycle. YouTube: Spotify: Apple: Timestamp: 0:00 - Introduction 0:44 - The Iranian Conflict and the Oil Market Shock 8:09 - Commodity Bull Market Theory 11:11 - Inflation Risks and the Probability of a Recession 15:30 - How High Can Oil Prices Rise? 18:19 - Comparison of Bitcoin and Gold Performance 21:12 - Bitcoin as a Global "Safe-Haven" Asset 29:20 - The Debate Between Inflation and AI-Driven Deflation 33:00 - The Disruptive Changes of Artificial Intelligence and Their Impact on the Labor Market 40:48 - Software Disruptive Changes and Technology Valuation 55:09 - Commodities, Computing, and Future Investment Themes 57:08 - GPU Smuggling and the Geopolitics of Artificial Intelligence