Autonomous Driving Progress and Tesla's Edge

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 unpack the Fed’s interest rate cuts, the U.S.–China trade dynamic, and what they signal for global markets. We also dive into the Bitcoin, AI, and tokenized assets — explaining how these forces, alongside Tesla’s innovations, are shaping the next major investment cycle.

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Timestamps:

• 0:00 - Intro
• 1:14 - Fed rate cut and market reaction
• 3:40 - US - China trade agreement and impact 
• 7:00 - How to navigate government shutdown, labor market, and AI 
• 21:09 – Generational divide, wealth gap, and rise of socialism in politics
• 25:52 – Bitcoin sentiment and why investors are frustrated
• 32:27 – Tokenization, stablecoins, and the future of payments 
• 37:46 – Token revolution and the merging of AI & crypto  
• 41:33 – Tesla, robo-taxis, and the future of self-driving cars