I sat down with @jvisserlabs to discuss market confusion amid rising oil prices, geopolitical tensions, and mixed economic signals, along with why he believes we are entering a new regime defined by scarcity and structural shifts.We also explore the deflationary impact of AI, risks building in private credit, and how bitcoin could benefit as the Fed faces a difficult path between inflation and slowing growth.YouTube: https://t.co/CKY5wPrts0Apple: https://t.co/4LTr47pLWASpotify: https://t.co/3TDK6M6tPRTIMEST ...