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I spoke with @jvisserlabs about why AI is creating massive shortages in chips, energy, and commodities, including what that means for inflation and markets. We also discuss why stocks keep hitting new highs despite economic pressure, how scarcity is becoming the most important investing theme, and why bitcoin could be setting up for a major move.YouTube: https://t.co/EjDqoz08DKApple: https://t.co/fGZAJOuwnATIMESTAMPS:0:00 - Intro1:08 - Why stocks keep hitting all-time highs5:44 - AI shortages &
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