Bitcoin, AI & the Next Macro Shift Investors Aren’t Ready For | Jordi Visser

161 snips

Dec 20, 2025

Jordi Visser, a macro investor with 30 years on Wall Street and the mind behind VisserLabs Substack, dives into the latest CPI data, showing its impact on the Fed's policies. He discusses the momentum of disinflation driven by factors like falling gas prices and the role of AI in the economy's evolution. Jordi predicts a market shift towards value stocks by 2026 and shares insights on evaluating AI startups. His analysis of Bitcoin's potential and the challenges of AI adoption in enterprises adds layers to this engaging discussion.

Ask episode

AI Snips

Chapters

Transcript

Episode notes

INSIGHT

Fed Focus: Labor Over Single CPI Print

Jerome Powell is focused on the labor market, not just headline CPI, so wage dynamics matter more than a single inflation print.
With gas, wages, and owner's equivalent rent falling, inflationary pressure looks structurally weaker going forward.

INSIGHT

AI As A Structural Disinflationary Force

AI is a disinflationary force by disrupting labor and capping wages as digital employees scale.
Jordi expects AI-driven deflation to dominate markets over the coming years, reducing inflation risk materially.

ADVICE

Rotate Into Cyclicals And Forgotten Names

Shift portfolios away from crowded growth leaders into neglected value and small-cap names ahead of a PMI-driven cyclical rotation.
Position for a synchronized buildout across data centers, autos, and devices rather than betting only on hyperscaler momentum.

Get the Snipd Podcast app to discover more snips from this episode

Get the app

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.

=======================

Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan (http://www.figuremarkets.co/pomp), allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto’s potential today at Figure! http://www.figuremarkets.co/pomp Disclosures: Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply.

=======================

As markets shift, headlines break, and interest rates swing, one thing stays true — opportunity is everywhere. At Arch Public, we help you do more than just buy and hold. Yes, our dynamic accumulation algorithms are built for long-term investors… but where we really shine? Our arbitrage algos — designed to farm volatility and turbocharge your core positions. The best part of Arch Public’s products is they are free! Yes, you heard that right, try Arch Public for free! Take advantage of wild moves in assets like $SOL, $SUI, and $DOGE, and use them to stack more Bitcoin — completely hands-free. Arch Public is already a preferred partner with Coinbase, Kraken, Gemini, and Robinhood, and our team is here to help you build smarter in any market. Visit Arch Public today, at https://www.archpublic.com, your portfolio will thank you.

=======================

Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://uphold.sjv.io/K0RXra. This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.

=======================

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