Short Squeeze Incoming? Bitcoin, Iran, and the Global Power Crisis

Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we talk about Israel, Iran, what it means for the stock market, bitcoin, oil, gold, AI stories of the week, inflation coming in weaker, and what Jordi is excited about.

TIMESTAMPS:
0:00 - Intro
1:00 - Market reaction to Iran and Israel
5:37 - Impact on different types of assets
8:09 - Oracle and AI boom
11:05 - China and US “trade deal”
16:22 - Reflection to inflation data
24:25 - Ethereum, stablecoins, and crypto industry
29:47 - What is Jordi worried about right now?
31:54 - Bitcoin short squeeze coming?

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