Intro

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 break down the recent sell-off in asset prices — why the absence of a clear catalyst matters, how it may change the way you think about your portfolio, and where Jordy believes capital could rotate over the next 12–16 months. We also dig into Bitcoin’s lackluster performance, whether investors should be worried, and how to interpret the current market environment.

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Timestamps:

• 0:00 – Intro

• 1:49 – Why assets are selling off with no clear catalyst

• 8:15 – Will markets stabilize into year-end?

• 10:24 – The CoreWeave bottleneck & AI infrastructure limits

• 12:37 – The next big theme: AI + pharmaceuticals

• 18:53 – Innovation waves: humanoids, pharma, bitcoin

• 25:04 – Bitcoin sentiment, distribution & long-term thesis

• 38:32 – Jordi’s winners through 2026