How Embodied AI Undermines Scarcity and Inflation Narratives

Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation, we cover Tesla’s robo-taxis, inflation, interest rates, and the U.S.–China trade dynamic. Jordy also shares how he’s positioning his portfolio, and what Bitcoin, gold, and market psychology reveal about where investors are headed next.

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Timestamps:

• 0:00 - Intro
• 1:39 - Tesla and the rise of robotaxis
• 15:33 - How AI, abundance, and bitcoin connect
• 21:05 - Generational divide and government control
• 23:14 - Why AI adoption mirrors Bitcoin adoption
• 26:00 - Gold’s parabolic run and sharp pullback
• 29:27 - China–US trade deal impact on gold and markets
• 37:22 - Layoffs, future of automation, and wealth effect
• 43:06 - Who could be selling bitcoin right now?
• 48:58 - The inevitability of AI and the next wave of innovation