Which Sectors Win from AI-Driven Productivity

Jordi Visser is a veteran macro investor with over 30 years of experience and the author of the VisserLabs Substack. In this conversation, we discuss the shift toward higher growth and lower inflation, how AI-driven productivity is reshaping the economy, housing, labor markets, and why energy and critical minerals are becoming central to global geopolitics. We also break down what these trends mean for markets and long-term investment portfolios.

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Timestamps:

• 0:00 – Intro

• 1:57 – Is the economy entering high growth, low inflation?

• 4:17 – Could GDP really reach 10%?

• 9:09 – What this economic setup means for investors

• 12:36 – AI chips explained

• 16:44 – Data centers, power limits, & space

• 20:04 – AI, energy, & shifting global alliances

• 27:16 – Geopolitics: Iran, Cuba, Mexico, Greenland

• 30:54 – President Trump’s housing plan explained

• 33:20 – Will falling home prices hurt voters?

• 38:01 – Humans and humanoid robots working together

• 44:01 – Biggest risks & personal concerns

• 47:43 – A simple AI product that shows what’s coming

• 52:09 – How to build powerful AI prompts

• 55:16 – Why building software beats buying it now

• 1:03:17 – AI consulting and how to get involved

• 1:05:13 – Live show announcement