I spoke with @jvisserlabs this week on why the stock market keeps hitting all-time highs, the AI-driven semiconductor supercycle, why software is losing to chips and power names, where bitcoin fits into the macro picture, the rise of tokenization, and how to think about inflation and the Fed. Enjoy! YouTube: https://youtu.be/3JKjDK30_IE?si=2R6XczbjsjNAzDbH Apple: https://podcasts.apple.com/us/podcast/why-all-time-high-stocks-are-bullish-for-bitcoin-jordi/id1434060078?i=1000765761877 Spotify: https://open.spotify.com/episode/1fQu0S3mttwTNF0ns9L7jV?si=aFX1SbhjSBqxbhxjernDPA TIMESTAMPS: 0:00 - Intro 0:53 - Why the stock market keeps hitting all-time highs 4:37 - AI vs. software (who's winning & who's losing) 11:28 - Is this a bubble? Demand vs. supply dynamics 13:00 - Why crypto is lagging the AI trade & bitcoin setup 17:22 - The industrial revolution thesis & why stocks won't stop 20:40 - Inflation, the Fed & politics 32:00 - How to use AI to get ahead 33:08 - The compute cost problem & AI model wars 48:13 - Retail vs. institutional investors — who has the edge 50:39 - Where to find Jordi's work(Anthony Pompliano 🌪)