Positioning for 2026: Rotation to Value

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 latest CPI data, what it means for the Fed’s next moves, artificial intelligence — how it’s changing the way people work, learn, and create an edge in their careers. We also cover bitcoin, macro positioning, and specific companies and organizations investors should be paying attention to right now.

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Timestamps:

• 0:00 – Intro

• 1:39 – CPI takeaways & why direction matters more than the number

• 4:33 – Gas prices, wages, housing & why inflation pressure is fading

• 7:44 – Outlook 2026 & rate hike vs rate cut debate

• 12:49 – Jim Chanos bear case on AI & Oracle explained

• 17:18 – How to actually use ChatGPT + enterprise AI adoption problems

• 25:15 – Content creation, avatars & human emotion vs AI

• 30:05 – AI slop, deepfakes & public trust

• 34:23 – The future of work + how investors can play AI in public markets

• 41:18 – Bitcoin outlook + “silent IPO”

• 45:43 – Where to find Jordi’s work & what’s coming next