Commercial real estate, zombies and creative reallocation

Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and produces deep-dive investing videos on YouTube. In this episode, we unpack the latest market pullback — why prices are dropping, why investor fear has spiked, and whether this is the start of a bear market or simply a healthy correction. We also break down asset performance, where Jordi sees opportunity, and the signals that could mark a reversal — plus a quick look at Bitcoin’s volatility and what it means for long-term investors.

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Timestamps:

• 0:00 – Intro

• 1:48 – Why is fear spiking? What’s driving the sell-off?

• 5:51 – Expectations vs. reality + seasonality trend

• 10:25 – Nvidia beats… so why did markets still sell off?

• 14:16 – Is Bitcoin’s 30–35% drawdown normal?

• 19:18 – Why this sell-off feels different

• 24:42 – Fed December rate cut, jobs data, & midterms

• 30:28 – What signals would mark a real market reversal?

• 34:06 – AI, leverage, and private credit

• 38:38 – Innovation drives the market long-term

• 45:20 – Thanksgiving break announcement