2025 market recap: AI dominated narratives

Jordi Visser is a macro investor with over 30 years of Wall Street experience and the writer behind the VisserLabs Substack. In this conversation, we break down the key lessons from 2025 and what to watch in 2026. We cover the assets and trends shaping the next cycle, the rapid impact of artificial intelligence on productivity, GDP, economic growth, and how individuals can use these tools to create more value in their work and lives. We also dive into bitcoin, AI’s role in markets, and practical takeaways you can apply immediately.

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CFO Silvia: https://www.cfosilvia.com/

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Timestamps:

• 0:00 – Intro

• 1:49 – 2025 market recap and biggest lessons

• 14:47 – 2026 outlook: can GDP growth accelerate?

• 21:30 – 2026 asset outlook: stocks, commodities, crypto

• 28:45 – How to use AI to make better decisions and investing ideas

• 33:36 – Silvia tax/parenting use cases and better portfolio construction with AI

• 40:41 – Karpathy’s tweet: AI is changing programming

• 49:17 – Building apps and tools with AI and the importance of curiosity + persistence

• 1:00:56 – 2026 prediction: task-specific AI agents

• 1:05:06 – Health, longevity, and Jordi’s new Substack