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 discuss the market reaction to interest rate cuts, the rise of retail investing, Oracle, bitcoin, and how AI will change the future.
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TimeStamps:
0:00 - Intro
1:40 - Fed cuts 25bps and the market reaction
6:48 - Retail and the new generation of investing
17:55 - Oracle up 40% and AI infrastructure
25:39 - Bitcoin, AI, and the 4th turning
35:45 - Areas where AI will bring abundance
45:00 - Takeaways and how to embrace AI
