I did a live recording with @jvisserlabs to discuss the scarcity trade across markets, bitcoin’s potential short squeeze, silver’s role as a critical industrial metal, and the inflation vs. deflation debate. We also explore how AI, robotics, and productivity shifts could reshape markets in the years ahead. Enjoy! YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:27 - Bitcoin, silver & the coming scarcity trade 5:42 - Politics, Davos & why it doesn’t matter for markets 8:58 - Inflation vs deflation 12:16 - Why is bitcoin’s price not higher right now? 17:24 - Quantum risk & bitcoin security 19:01 - OpenAI, AI competition & monetization 24:34 - Elon Musk, Tesla & humanoid robots 31:05 - Robotaxis, dark factories & the future of labor 37:49 - How small businesses should use AI 41:40 - Strategy & bitcoin as collateral 44:14 - Robotics, vision models & what’s next