The AI Supercycle with Jordi Visser | Raoul Pal the Journey Man

About this episode

Raoul Pal and Jordi Visser discuss the impact of AI on markets and investment opportunities.

Raoul welcomes back Jordi Visser to break down how AI is creating a massive supercycle, driven by compute, energy, agents, data centers, and an explosion in intelligence. Raoul and Jordi also explore how crypto, tokenization, personal AI “vaults,” and the invisible data economy could unlock new markets, new productivity, and major investment rotations beyond just Nvidia and the current AI leaders. Recorded June 4, 2026. Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. Learn more about your ad choices. Visit podcastchoices.com/adchoices

People in this episode

Host: Raoul Pal

Guest: Jordi Visser

Topics covered

• AI supercycle
• crypto
• tokenization
• data economy
• investment rotations

Keywords

• AI
• supercycle
• crypto
• tokenization
• data centers
• investment

Sponsors

Plus500 US

Mentioned in this episode

Organizations: Nvidia

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