Jordi Visser

What exactly is going on in terms of your portfolio, how you should prepare?

Are software companies going to be more or less valuable in the future?

Why is Jordy getting bullish on Bitcoin and thinks that it could be the escape hatch for a lot of things going on in the world?

All that and much more in this conversation with Jordy Visser.

All right, Jordy, other than it being St.

Patrick's week and us wearing green unplanned, but still great look for both of us.

Let's start with Iran, you know, very related to St.

Patrick's Day.

Not really.

There was a ton of, I think, differences in people's opinion this week.

First week, okay, cool, this is going to be quick.

Second week, all right, we're making progress.

Third week, wait a minute here.

Now we got LNG facilities getting blown up.

We've got oil production significantly slowing.

We've got the straight still closed.

Lots of problems.

How are institutional investors thinking about underwriting the situation and what the ramifications could be in financial markets?

In a weird way, the taco trade.

is helping Trump.