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Jordi Visser: The Biggest Market Shift of Our Lifetime Is Starting

Jordi Visser: The Biggest Market Shift of Our Lifetime Is Starting

PODCAST

John Gillen

MAR 19, 2026

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In this episode of Milk Road Macro, macro expert Jordi Visser breaks down why we’re entering one of the most important economic transitions in decades, driven by AI, rising commodity demand, and growing stress in credit markets. Oil prices are climbing. Private credit is starting to crack. At the same time, artificial intelligence is reshaping the global economy faster than anyone expected. So what does this mean for your portfolio?

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