Macro investor Jordi Visser joins Anthony Scaramucci to discuss how AI and tech are destroying the economic business cycle, potentially making recessions a thing of the past. Jordi, the former President and CIO of Weiss Multi-Strategy Advisers, shares his insights on the upcoming lower-rate Fed regime, his outlook for Bitcoin, the impact of market concentration by tech’s Magnificent Seven, and why geopolitical risks are today’s biggest threats. Jordi also advises investors not to get caught up in fear-inducing headlines and “hot takes,” but to focus on long-term trends and data-driven strategies.
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Visit Jordi’s YouTube Channel here: https://www.youtube.com/@JordiVisser-h7n
Timestamps:
01:04 - The Recession Obsession
04:15 - Market Concentration in the Magnificent Seven
06:28 - The Fed’s Lower Rate Decision and Economic Regime Shift
09:26 - Rising National Debt and Fiscal Dominance
12:55 - Crypto, Bitcoin, and Decentralization
17:48 - How Jordi Would Construct an Investment Portfolio Today
23:48 - Ignoring Hot Takes: Focus on Long-Term Trends
26:06 - Tech Disruption in Healthcare and Longevity
28:35 - The Future of the U.S. Dollar
30:43 - The Biggest Risk Right Now Is Geopolitical
32:49 - Solana ETF Coming?
33:59 - What Investment Did You “Miss” in Your Career?
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