Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss rising inflation, higher oil prices, and why he believes markets are entering a new regime driven by supply shocks and geopolitical risk. We also explore asset rotation into commodities, risks in private credit, and bitcoin’s growing role as liquidity and capital flows shift globally.

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• 0:00 - Intro
• 0:56 - Has the market officially entered a new regime?
• 3:58 - Global shortages & why inflation is rising again
• 11:25 - Where smart money is moving right now
• 16:09 - Could inflation spike back above expectations?
• 21:31 - Why stocks struggle in high inflation environments
• 25:31 - Will markets recover or stay flat this year?
• 27:30 - Why bitcoin could lead the next cycle
• 33:29 - Why most altcoins won’t outperform bitcoin
• 37:55 - How AI is disrupting markets & software
• 41:15 - Why bitcoin is the ultimate asset in this shift

Mike Selig is the 16th Chairman of the CFTC and a leading voice on the future of financial market regulation in an era defined by crypto, artificial intelligence, and prediction markets. In this conversation, we discuss how regulators are balancing innovation with investor protection, the evolving relationship between the SEC and CFTC, and why emerging technologies are reshaping how risk is taken and managed across global markets. We also explore the rise of decentralized finance, AI-driven trading, and new policy initiatives aimed at keeping the United States competitive in the next generation of financial infrastructure.

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Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.

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• 0:00 - Intro
• 0:59 - SEC & CFTC cooperation & new policy direction
• 3:44 - AI, crypto & prediction markets shaping the future
• 7:49 - Insider information, manipulation & market risks
• 13:23 - Decentralization & regulating on-chain markets
• 17:14 - The rise of AI trading agents
• 21:30 - AI, memes & misinformation in financial markets
• 23:04 - Should regulators be allowed to use crypto?
• 25:00 - Innovation task force & new policy initiatives
• 27:18 - Bridging the gap between lawmakers & builders
• 29:30 - Perpetual futures and new crypto market products
• 31:16 - The role of regulators in managing market risk

Johann Kerbrat is the SVP and General Manager of Crypto and International at Robinhood, where he leads the company’s expansion across digital assets and global markets. In this conversation, we discuss the rise of 24/7 trading, evolving retail investor behavior, and Robinhood’s push into areas like tokenization, prediction markets, and institutional crypto services. We also explore how artificial intelligence is shaping financial products and why improving access and education for everyday investors remains a key focus for the future.

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This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure.
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Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.

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• 0:00 - Intro
• 1:11 - The future of 24/7 trading
• 3:39 - Stocks, crypto & prediction markets on one platform
• 6:30 - How Robinhood builds products internally
• 13:27 - The rise of independent investors
• 15:43 - Stablecoins & global payments
• 16:46 - Tokenized stocks & regulation
• 23:19 - Bitstamp acquisition & institutional crypto
• 25:02 - Hiring, AI & team dynamics
• 26:38 - Robinhood’s goals & global expansion
• 30:18 — APIs, agents & AI trading
• 33:00 - AI financial assistants & advisors
• 38:10 — New banking & family investing features