Are Regional Bank Losses a Systemic Threat?

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 discuss the banking crisis, credit contraction, and what’s driving fear in today’s markets, Jordi shares what he’s buying, whether he’s worried about a broader slowdown, and we also touch on OpenAI’s breakthroughs, new AI models, and whether “the aliens are real.”

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Timestamps:

• 0:00 – Intro
• 1:53 – Market panic and bitcoin 4-year cycle
• 10:52 – Central banks view on gold vs bitcoin
• 14:58 – US & China trade tensions and rare earths
• 28:25 – Fed policy, rate cuts, and credit risks
• 31:24 – Regional banks and financial stability
• 35:41 – From pessimism to optimism in markets and rise of retail
• 49:21 – AI breakthroughs and the future of technology
• 52:58 – Have aliens come to earth?