Mag Seven Spending, Compute Costs, and Dollar Outlook

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 talk about why bitcoin is the purest AI trade available in the market, energy infrastructure, what is going on with the government shutdown, how interest rates, the Fed, the economy are all intertwined, and why prediction markets and tokenization are two big themes moving forward.

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Timestamps:

• 0:00 - Intro
• 1:58 - Why bitcoin is the purest AI trade
• 12:37 - The impact of new energy infrastructure
• 17:47 - How Base Power is building a decentralized grid and other opportunities for investors
• 24:43 - Why retail spots themes before institutions
• 33:27 - Retail orange-pilling each other in public
• 38:19 - What is the impact of government shutdown on financial markets?
• 41:19 - The rise of prediction markets and tokenization
• 50:22 - Where to follow Jordi on the internet