Jordi Visser is a veteran macro investor with 30+ years of market experience and the author of the VisserLabs Substack. In this episode, we unpack the Federal Reserve rate pause, the case for a more forward-looking Fed, and how rapidly advancing AI is reshaping inflation vs. deflation expectations. We also explore the scarcity trade across bitcoin, silver, energy, and semiconductors—and how investors can think about positioning as physical constraints collide with abundant software.
====================
Figure – Enter to win $25k USDC with Democratized Prime while earning ~9% APY! They also have the lowest industry interest rates at 8.91% with 12 month terms! Take out a Bitcoin Backed Loan today and buy more Bitcoin. Check out Figure! Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply.
====================
This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure.
Learn more at http://www.abra.com.
====================
0:00 – Intro
1:24 – Fed’s decision to pause interest rates
5:05 – Impact of the next Fed chair
7:07 – Time, psychology, & bitcoin
10:32 – Pricing assets in gold terms
11:40 – AI factories, energy, and compute limits
15:29 – Metals runs & investor fear
18:37 – Software selloff & big tech risk
24:02 – Trimming winners & rotating capital
28:44 – Elon, Tesla, & SpaceX
34:07 – Jordi’s Sunday video preview & AI urgency
