Where AI Capital Expenditure Is Going

AI isn’t just changing the world; it’s rewriting the rules of the global economy. In this episode of Milk Road Macro, we sit down with legendary investor and macro thinker Jordi Visser to unpack how artificial intelligence is transforming jobs, capital markets, and even crypto itself. Everyone’s talking about “AI bubbles” and “AI hype,” but what’s really happening under the surface? Why are data centers and semiconductors suddenly the hottest macro trade? And why does Visser call Bitcoin the purest AI play on the market?

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📚 Helpful Resources 📚

🥛 Why AI is key for the US economy 🤖

https://milkroad.com/macro/why-ai-is-key-for-the-us-economy/

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🎙 GUEST INFO 🎙

Jordi Visser

X: https://x.com/jvisserlabs

Substack: https://substack.com/@visserlabs

YouTube: https://www.youtube.com/@JordiVisserlabs

📃 Disclaimer 📃

The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses.