Pushing The Limits

Wall Street veteran and macro investor Jordi Visser spent 30 years managing billions in risk — building turbulence models to predict market crashes before they happened. Then he turned that exact same framework on his own biology. The result? He raised his HRV from the high 20s to the 60s over six years. Not with a protocol. With a system.
Jordi is back on Pushing The Limits for round two and this episode covers everything. We go deep on HRV and longevity — what your wearable is actually telling you, why your gut health is the foundation of your HRV, why breathwork beats meditation, why muscle is a signal organ not just a performance tool, and how to use AI as a daily thinking partner to accelerate your health journey.
Then we flip to macro. Jordi breaks down why he believes capitalism's 10,000 year bargain between capital and labour officially broke in 2025, why Bitcoin is the architectural blueprint for what comes next, why AI agents cannot operate without crypto infrastructure, and what the Strait of Hormuz crisis means for oil, commodities and your investments right now.
We also get into the AI revolution and what it means for ordinary people — why entrepreneurs will beat Google, why you don't need to be technical to benefit from AI, how to build multiple income streams using these tools, and why leaning in now is the most empowering thing you can do for your financial future.
This is one of the most wide ranging conversations we have ever had on Pushing The Limits. Health, wealth, technology and the future — all connected by the same framework.
Topics covered include heart rate variability, HRV and longevity, resonance frequency breathing, the gut brain vagus nerve axis, muscle and ageing, fermented foods and the microbiome, AI tools for entrepreneurs, Bitcoin 2026, macro investing, the private credit crisis, Strait of Hormuz oil shock, commodities bull market, hardware stocks and why 2008 can never happen again.
Find Jordi Visser at visserjhrv.substack.com for his HRV Substack and visserlabs.substack.com for his macro AI and Bitcoin research. His YouTube channel is at youtube.com/@JordiVisserlabs and he heads AI Macro Nexus Research at 22V Research.
Find out more about Lisa and her work at lisatamati.com. Shop longevity supplements including Re:juvenate Pro at shop.lisatamati.com. Re:juvenate Pro is Aevum Labs flagship longevity formula targeting immunosenescence, inflammageing, gut health and cellular repair — co-developed with Dr Elizabeth Yurth of the Boulder Longevity Institute. Learn more at aevumlabs.co.nz.
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Is your NAD+ supplement actually working against you?
Millions of people are taking NMN or NR thinking they're 
doing something smart for their longevity. And the science 
behind NAD+ is genuinely extraordinary. But the way most 
people are supplementing it is incomplete — and there's 
growing evidence it could be creating downstream harm most 
people never connect back to their supplement.
In this episode I break down the full NAD+ story — the 
methylation trap, the CD38 drain, why high-dose NMN may be 
elevating your cardiovascular risk markers, and what an 
intelligent systems-level approach actually looks like.
I co-developed NAD+ Next Gen with Peter Lehrke— and in this episode I walk 
you through exactly why every ingredient is in the formula.
WHAT WE COVER:
- The 2023 Nature Cardiovascular Research findings on NMN & ADMA
- How high-dose NMN drains your SAM pool and disrupts dopamine, 
  DNA methylation and homocysteine
- CD38 — the biggest NAD+ drain in ageing nobody talks about
- The bathtub model: precursors, drains, sirtuin efficiency
- Why niacinamide may be smarter than high-dose NMN
- EGCG, resveratrol, apigenin, quercetin, rutin — the why 
  behind each ingredient
- 6 practical takeaways including which blood test to get now
KEY LINKS:
NAD+ Next Gen → https://aevumlabs.co.nz
Rejuvenate Pro → https://shop.lisatamati.com
Pushing The Limits community → https://www.lisatamati.com
GET YOUR HOMOCYSTEINE TESTED:
Optimal: below 7–8 µmol/L
Above 10 µmol/L: address your methylation cycle urgently
Lisa Tamati is a functional health practitioner, longevity 
specialist, co-founder of Aevum Labs, host of Pushing The 
Limits, and former elite ultra-endurance athlete with 25 
years and 140+ ultramarathons across the world's most 
extreme environments.
Visit Lisa's website 
www.lisatamati.com
shop.lisatamati.com
www.longlifehyperbarics.com
www.aevumlabs.co.nz 
www.Yourhealthcompass.org
www.Myimmuneage.life 
Work with Lisa:

div]:bg-bg-000/50 [&_pre>div]:border-0.5 [&_pre>div]:border-border-400 [&_.ignore-pre-bg>div]:bg-transparent [&_.standard-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.standard-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8 [&_.progressive-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&_.progressive-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8"> _*]:min-w-0 gap-3 standard-markdown"> Episode Title: Tesla's Building A Robot Army — And A $1.5 Trillion Merger | Cern Basher
Short Description: Bitcoin isn't money — it's a cyber security technology. And we're going to need it desperately. Cern Basher, CFA, breaks down why AI agents will choose Bitcoin, the Tesla robotaxi economics, the SpaceX–xAI mega-merger, and why Strategy might be the world's largest digital security company.
Full Description:
How do you constrain trillions of AI agents roaming the internet? Not with passwords and code — AI will hack all of that. You do it with physics. You do it with Bitcoin.
In Part 2 of my conversation with Cern Basher — CFA charterholder, CIO of Brilliant Advice, and one of the sharpest analysts at the intersection of AI, Bitcoin, and macroeconomics — we go deep on Jason Lowery's classified Softwar thesis and why the US Department of Defence placed it under security review. Cern explains why Bitcoin is actually a cyber security protocol hiding in plain sight, disguised by the word "coin" in its name — just like gunpowder was disguised as medicine for years before engineers figured out what it really was.
We also break down the deflationary tsunami hitting every industry — SaaS companies losing billions in market cap overnight, Salesforce and the consulting industry being hollowed out by AI agents, and why deflation is actually something we should celebrate, not fear. We already lived through it with the iPhone and we loved it.
Cern shares his brilliant analogy for why Tesla is massively undervalued — a kid running a lemonade stand who's secretly training to become a surgeon, but Wall Street only sees the lemonade. We get into whether SpaceX and Tesla will merge, the economics of putting AI data centres in space, manufacturing pharmaceuticals in zero gravity, and the incredible opportunity for any individual to own a small fleet of robotaxis and replace their income.
For New Zealand, this is a call to action. Be first. Be forward-thinking. Or watch other countries leapfrog us.
In this episode we discuss:
Bitcoin as a cyber security technology, not just money — and why that's even more valuable
Jason Lowery's Softwar thesis — proof of work as digital defence
Why AI agents unanimously choose Bitcoin for transactions
The gunpowder analogy — Bitcoin's real use case is hiding in plain sight
Google's centralised censorship of health and supplement companies
OpenClaw and the Pandora's box of billions of AI agents
SaaS is cooked — Salesforce, consulting, and legal getting hollowed out
Deflation is good — the iPhone proved it and we all benefited
The ice cutter disruption story — this is nothing new
The K-shaped economy — will abundance lift the bottom 50%?
Universal high income and making goods freely available like water
Strategy (MicroStrategy) as the world's largest digital security company
Tesla undervalued — the lemonade stand to surgeon analogy
Will SpaceX and Tesla merge? Pros, cons, and what Cern is hearing
AI data centres in space, pharma in zero gravity, and Starship economics
Owning your own robotaxi fleet — replacing your income
New Zealand's opportunity to leapfrog the world
Links mentioned: Cern Basher on X: https://x.com/CernBasher Brilliant Advice: https://www.brilliantadvice.net Jason Lowery's Softwar thesis (MIT): https://dspace.mit.edu/handle/1721.1/153030 Cern's GDP & Dematerialisation post: https://x.com/CernBasher/status/1913993658572984440 Part 1 of this episode: https://youtu.be/eh0hKibH6Zs
👉 Get your FREE Longevity Cheat Sheet: https://www.lisatamati.com/lisa/
🌐 Website: https://www.lisatamati.com 🎙️ Podcast: https://www.lisatamati.com/ptl-podcast/ 🛒 Supplements: https://shop.lisatamati.com 📧 Contact: [email protected]
#PushingTheLimits #Tesla #SpaceX #Bitcoin #Robots #AI #CernBasher #Longevity #HealthOptimisation

What happens when AI makes intelligence essentially free — and unlimited energy plus humanoid robots make physical labour free too? The economic models we've built our entire civilisation on stop working.
In this episode I sit down with Cern Basher — a CFA charterholder, CIO of Brilliant Advice, and one of the sharpest minds at the intersection of AI, Bitcoin, and macroeconomics. Originally from New Zealand, Cern has built a massive following for his work connecting the dots between exponential technology and the future of money.
We go deep on his thesis that AI and Bitcoin are two sides of the same coin — AI collapses the cost of intelligence (deflationary), and Bitcoin provides a monetary system that can't be inflated away. We explore Jason Lowery's Softwar thesis (which the US Department of Defence placed under security review), why AI agents will naturally adopt Bitcoin for autonomous transactions, and Cern's provocative argument that infinite output multiplied by zero price equals zero GDP — making our most fundamental economic metric meaningless.
If you've ever wondered what the economy actually looks like when abundance replaces scarcity, this is the conversation.
In this episode we discuss:
Why AI and Bitcoin are "two sides of the same coin"
Jason Lowery's Softwar thesis and why the DoD took notice
How AI is already contributing more to US GDP growth than consumer spending
Why AI agents need Bitcoin — permissionless, no KYC, no intermediaries
Cern's "death of GDP" thesis — infinite supply × zero price = zero GDP
The dematerialisation of physical products (cameras, maps, books, money)
What this means for New Zealand and small economies
How abundance economics breaks traditional supply and demand
Links mentioned: Cern Basher on X: https://x.com/CernBasher Brilliant Advice: https://www.brilliantadvice.net Cern's GDP post: https://x.com/CernBasher/status/1913993658572984440 Jason Lowery's Softwar thesis: https://dspace.mit.edu/handle/1721.1/153030
👉 Get your FREE Longevity Cheat Sheet: https://www.lisatamati.com/lisa/
🌐 Website: https://www.lisatamati.com 🛒 Supplements: https://shop.lisatamati.com 📧 Contact: [email protected]

What if the diet you've been following diligently — eating all the right things, tracking your macros, staying committed — is actually wrong for your specific biology?
In this solo episode I share the anonymised case of a real client who gained eight kilograms following a ketogenic diet perfectly. Not because she was doing it wrong. Because her genetics made her one of the worst possible candidates for high saturated fat eating — and nobody had ever looked at her DNA.
We go deep on the three specific genetic variants that predicted her poor response to keto, what her full microbiome mapping revealed that standard testing would have completely missed, and how her hormonal picture and chronic stress were silently driving the whole metabolic picture.
This episode is for anyone who has tried hard, followed the advice, and still isn't getting results. It's time to stop blaming yourself and start looking at your biology.
We cover why Instagram diet advice is genuinely dangerous for people with different genetics, what comprehensive functional testing actually looks like — DNA panels, microbiome mapping, DUTCH hormone testing, detailed bloodwork — and the universal dietary principles that apply to almost everyone regardless of their genetic profile.
Your body is not broken. It just needs the right instructions.
Find Lisa at lisatamati.com, shop supplements at shop.lisatamati.com,
and try Rejuvenate Pro — our flagship Immune and gut health/longevity supplement — at https://shop.lisatamati.com/pages/rejuvenate
Discover your immune age at myimmuneage.life
Subscribe to my weekly longevity newsletter at lisatamati.com/lisa