The 2026 Playbook: Bitcoin & A.I. | Jordi Visser

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Jan 3, 2026

Jordi Visser, a macro investor with over 30 years of experience, shares insights on the evolving interplay between AI and the economy. He discusses how AI has defined 2025 and anticipates its broader adoption impacting productivity and GDP growth in 2026. Jordi critiques overreactions to AI fears in markets and draws parallels to past tech bubbles. He emphasizes practical applications for individuals using AI in investment strategies and personal management, advocating for daily engagement with these technologies to enhance productivity and decision-making.

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INSIGHT

AI Was The Defining Story Of 2025

Jordi Visser says 2025's defining story was the underestimation of AI and its market impact.
He argues AI is the most important advancement in our lifetimes and will shape coming years.

ADVICE

Buy The AI-Driven Fear Pullbacks

Prepare to take advantage of AI-driven fear-induced selloffs rather than panic-sell.
Stay positioned to buy during inevitable AI-related drawdowns, says Jordi Visser.

INSIGHT

Generational Money Changes Tech Adoption

Visser links generational wealth and adoption cycles to why the AI episode differs from the dot-com bubble.
Older, wealthier cohorts control capital and adopt technology more slowly, changing bubble dynamics.

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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 key lessons from 2025 and what to watch in 2026. We cover the assets and trends shaping the next cycle, the rapid impact of artificial intelligence on productivity, GDP, economic growth, and how individuals can use these tools to create more value in their work and lives. We also dive into bitcoin, AI’s role in markets, and practical takeaways you can apply immediately.

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Timestamps:

0:00 – Intro
1:49 – 2025 market recap and biggest lessons
14:47 – 2026 outlook: can GDP growth accelerate?
21:30 – 2026 asset outlook: stocks, commodities, crypto
28:45 – How to use AI to make better decisions and investing ideas
33:36 – Silvia tax/parenting use cases and better portfolio construction with AI
40:41 – Karpathy’s tweet: AI is changing programming
49:17 – Building apps and tools with AI and the importance of curiosity + persistence
1:00:56 – 2026 prediction: task-specific AI agents
1:05:06 – Health, longevity, and Jordi’s new Substack