Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down the surge in rate hike expectations, how the Iran conflict is fueling inflation, the AI trade rotation out of memory names, and why bitcoin stands to benefit from the macro chaos ahead.

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Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.

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• 0:00 - Intro
• 0:42 - Why rate hike odds suddenly surged & potential impact
• 6:23 - Inflation expectations & energy prices
• 9:34 - How this is different from 2022
• 15:38 - Where Jordi is rotating in the AI trade
• 20:45 - The commodity bull market & silver
• 24:51 - Why bitcoin could break out before summer & short-term outlook
• 31:01 - What will get Jordi to change his mind?
• 36:00 - The K-shaped economy & economic data
• 40:22 - S&P profit margins & bubble warning signal?
• 44:51 - The debt crisis & what it means for bitcoin
• 50:41 - Jordi’s upcoming video

Dan Ives is a Managing Director and Senior Equity Research Analyst at Wedbush Securities and one of Wall Street's most prominent tech analysts. In this conversation, we break down the SpaceX IPO, the AI trade across chips, software, and infrastructure, the US vs. China tech race, and what bitcoin's performance means as capital rotates into tech.

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Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.

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Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.

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• 0:00 - Intro
• 1:00 - SpaceX IPO & the birth of a new sector
• 3:23 - SpaceX + Tesla merger thesis
• 5:51 - The AI backlash & Big Tech's PR problem
• 11:53 - US vs. China: who's actually winning in AI?
• 15:03 - Robotics, self-driving cars & physical AI
• 19:55 - How to invest in AI: chips, software & infrastructure
• 28:34 - New Fed chair, rates & macro risks
• 32:45 - Bitcoin vs. AI: capital rotation
• 37:55 - On-the-ground intel from Asia & Taiwan
• 40:06 - Any concerns with AI?
• 44:18 - Apple's AI strategy & Tim Cook stepping down
• 46:52 - The Ives AI ETF & portfolio construction

Andrew Parish and Tillman Holloway are the co-founders of Arch Public, a software platform that helps investors automate their trading strategies across crypto and traditional markets. In this conversation, we discuss why the US will keep printing money to fund AI infrastructure, how tokenization is about to reshape global markets and banking, why crypto becomes the default exchange layer in a 24/7 world, and how automation tools are now a necessity for every investor.

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Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.

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• 0:00 - Intro
• 1:05 - AI infrastructure, dollar printing & national security
• 5:37 - Crypto's role: stablecoins, bitcoin, or tokenization?
• 7:57 - Why volatility is only going to get worse
• 13:26 - AI agents & crypto as the default exchange layer
• 15:40 - Tokenization race & the banking revenue opportunity
• 21:55 - Fractional assets & borrowing against tokenized holdings
• 26:41 - Hyperliquid, private company tokenization & M&A outlook
• 29:50 - Pros/cons of open markets & financial education
• 32:40 - Prediction markets, tokenized ETFs & the war for capital
• 34:23 - Arch Public: what it does & where to find it