Market Dynamics: Tech, Stablecoins, and AI Disruption

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 talk about bitcoin coming to 401k’s, the lack of volatility, why ETH is performing well, what is going on at the Fed, how AI & GPT-5 will impact the economy, and how you can make more money.

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TimeStamps:

• 0:00 - Intro
• 1:50 - Impact of bitcoin coming to 401k’s
• 7:20 - Bitcoin’s current lack of volatility
• 11:26 - Thinking through ethereum and stablecoins
• 21:56 - GPT-5 release & AI impact
• 36:29 - What is going on at the Fed?
• 43:08 - Impact of individual productivity gains