Jordi Visser is a veteran macro investor with over 30 years of market experience and the author of the VisserLabs Substack. In this conversation, we break down bitcoin’s role in a deflationary world, inflation, Fed monetary policy, and the scrutiny around Jerome Powell. We also explore how AI is reshaping productivity and healthcare, the rise of humanoid robots, and what it all means for markets—plus a few laughs along the way.
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- 0:00 - Intro
- 1:01 – Are young people into bitcoin?
- 6:58 - Deflation vs inflation (what it means for bitcoin)
- 16:11 - AI agents & stablecoins: “what is money?”
- 21:12 - Bitcoin price levels & Jordi’s approach
- 23:39 – Powell investigation (does it matter?)
- 27:31 - Does GDP still matter?
- 32:46 – Tesla & humanoid robots (how big is this?)
- 39:05 – “Body Guard Circle” - security automation
- 43:07 – Humanoids reading humans (future risks)
- 47:10 – Jordi’s content & Miami live show
