The Metal Trade That Could Unlock AGI ft. Jordi Visser
Thu Feb 05 2026
🔥 *Download Raoul Pal's 4-year investing roadmap for free:* https://rvtv.io/41fVHWF
On the latest episode of The Journey Man, filmed with a live audience at Crypto Gathering 2026 in Miami, Raoul Pal sits down with Jordi Visser, head of AI macro nexus research at 22V, to discuss the commodity supercycle, the advancements in robotics and AI, the abundance vs. scarcity trade, the decline of software companies, and much more. Recorded January 24, 2026.
👉 Abra provides custody, trading, yield and BTC-backed loan products for digital assets for HNW and corporate clients. Abra provides full service treasury management for digital asset treasuries and corporations. Buy and hold digital assets in segregated accounts with multi-sig security. Visit https://www.realvision.com/abra to learn more.
📣 This episode comes to you thanks to Figure Markets. Use Figure’s Democratized Prime and enter to win $25k USDC while earning ~9% APY. The more you participate, the better your odds! Start now and enter to win while earning money on your crypto with Democratized Prime.
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Timestamps:
00:00 Abra Sponsor
00:54 Welcome to The Journeyman
02:38 Macro, Crypto & AI Converge
05:06 Silver: The Metal Behind AI
08:00 The $85T AI Buildout
11:05 Resources, Geopolitics & Power
14:20 Europe’s Strategy vs the US
17:16 AI = Deflation Shock
20:19 Why Long-Duration Assets Break
23:02 Scarcity vs Abundance Investing
26:13 Stimulus, Politics & the AI Race
29:04 Why Silver Is Non-Negotiable
32:17 Is Software Actually Investable?
35:44 Agents Replace SaaS
38:53 Why Big Tech Can’t Adapt Fast Enough
42:05 Commodities: Rent or Own?
45:26 Solar, Power & Grid Bottlenecks
48:39 Energy Taxes & AI Economics
50:14 AGI Fears & the Human Question
53:18 Advice for Gen Z
55:22 AI as a Learning Weapon
56:49 NFTs as Cultural Memory
57:38 Final Thoughts & Outro
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🔥 *Download Raoul Pal's 4-year investing roadmap for free:* https://rvtv.io/41fVHWF On the latest episode of The Journey Man, filmed with a live audience at Crypto Gathering 2026 in Miami, Raoul Pal sits down with Jordi Visser, head of AI macro nexus research at 22V, to discuss the commodity supercycle, the advancements in robotics and AI, the abundance vs. scarcity trade, the decline of software companies, and much more. Recorded January 24, 2026. 👉 Abra provides custody, trading, yield and BTC-backed loan products for digital assets for HNW and corporate clients. Abra provides full service treasury management for digital asset treasuries and corporations. Buy and hold digital assets in segregated accounts with multi-sig security. Visit https://www.realvision.com/abra to learn more. 📣 This episode comes to you thanks to Figure Markets. Use Figure’s Democratized Prime and enter to win $25k USDC while earning ~9% APY. The more you participate, the better your odds! Start now and enter to win while earning money on your crypto with Democratized Prime. 👉 Enter here: https://democratizedprime.pxf.io/c/6873097/3755092/37696 Timestamps: 00:00 Abra Sponsor 00:54 Welcome to The Journeyman 02:38 Macro, Crypto & AI Converge 05:06 Silver: The Metal Behind AI 08:00 The $85T AI Buildout 11:05 Resources, Geopolitics & Power 14:20 Europe’s Strategy vs the US 17:16 AI = Deflation Shock 20:19 Why Long-Duration Assets Break 23:02 Scarcity vs Abundance Investing 26:13 Stimulus, Politics & the AI Race 29:04 Why Silver Is Non-Negotiable 32:17 Is Software Actually Investable? 35:44 Agents Replace SaaS 38:53 Why Big Tech Can’t Adapt Fast Enough 42:05 Commodities: Rent or Own? 45:26 Solar, Power & Grid Bottlenecks 48:39 Energy Taxes & AI Economics 50:14 AGI Fears & the Human Question 53:18 Advice for Gen Z 55:22 AI as a Learning Weapon 56:49 NFTs as Cultural Memory 57:38 Final Thoughts & Outro Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com Connect with me: Twitter (X): https://twitter.com/RaoulGMI Instagram: https://www.instagram.com/raoulgmi/ LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/ My other work: Real Vision: https://rvtv.io/3LHYIaH Global Macro Investor: https://globalmacroinvestor.com The Exponentialist: https://realvision.com/thefuture EXPAAM: https://expaam.com Connect with Real Vision™: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Get a FREE membership: https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices