#1517 Jordi Visser | Bitcoin & AI Will Change The World FAST
Mar 29, 2025
auto_awesome
Jordi Visser, a macro investor with over 30 years on Wall Street and the mind behind 'VisserLabs', dives into the interplay of Bitcoin and AI in transforming the financial landscape. He discusses Bitcoin's role as a stable asset amid volatility and its potential as a protective moat similar to gold. The conversation also touches on how AI is reshaping investment strategies and industries like healthcare. Additionally, Jordi reflects on shifts in the semiconductor market and the growing appeal of stable investments over riskier options.
Bitcoin is established as a stable investment, increasingly valued for its robustness during economic instability and potential to outperform tech stocks.
Artificial intelligence is reshaping healthcare by enhancing diagnostic accuracy and patient care, leading to transformative opportunities in the sector.
Deep dives
Bitcoin as a Unique Moat
Bitcoin is identified as one of three enduring 'moats' alongside gold and religion, capable of withstanding technological shifts and market challenges due to its robust network and brand strength. Unlike companies that can quickly rise or fall, Bitcoin offers a stable store of value as it is decoupled from traditional economic systems and is viewed as a safeguard against potential financial instability, particularly amid rising national debts. As wealthier investors begin to recognize Bitcoin's performance advantages over standard equities, especially if traditional stocks exhibit volatility, the potential for Bitcoin to surpass the market cap of major tech firms is emphasized. This highlights the notion that as market conditions evolve, Bitcoin's appeal as a secure investment increases, marking it as a pivotal asset in a changing financial landscape.
AI's Impact on Market Sentiment
Recent developments in artificial intelligence have altered market sentiment, especially following instances such as DeepSeek's rise in capabilities, which prompted a reassessment of the competitive landscape dominated by major tech firms. The performance of leading AI companies, including NVIDIA, has come under scrutiny as expectations shift, indicating that the race to advanced AI technologies may not be as simplified as previously believed. With major players like Microsoft reconsidering their strategies in response to rapid competition, a sentiment shift appears to be impacting investors' confidence in the tech sector, leading to overall underperformance among tech stocks. This rethinking of market dynamics suggests that sectors like healthcare and utilities may emerge stronger as they adapt and integrate AI technologies.
Transformations in Healthcare Through AI
Artificial intelligence is revolutionizing healthcare practices, showcasing significant improvements in diagnosis accuracy and personalized patient care, evident in anecdotal experiences where AI provided more accurate health assessments than traditional methods. Medical professionals are increasingly leveraging AI tools not just for efficiency but as a critical component in ensuring patient safety and accurate diagnoses, illustrating a broader trend of technology enhancing, rather than replacing, human roles in healthcare settings. The expected growth in healthcare spending underscores the urgency for technological integration to address inefficiencies within the system, marking it as a viable investment area. Consequently, healthcare is emerging as a sector poised for transformative improvements that align with demographic changes and rising demand for services.
Navigating Economic Uncertainties
Current economic conditions present a mix of short-term challenges and long-term opportunities, as inflationary pressures and market volatility heighten concerns among investors about the potential for a recession. Historical data suggests that a significant drop in the stock market could lead to negative consumer behavior, creating a self-fulfilling prophecy; however, analysts maintain that existing economic indicators do not currently support a decline. The focus remains on sectors that offer stability amidst uncertainty, such as healthcare and energy, which are projected to perform well even in adverse conditions. As both traditional market fluctuations and government policy adjustments continue to create fluctuations, investors are encouraged to seek value in sectors that exhibit resilience and promise for future growth.
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 bitcoin, AI, what is going on in the stock market, and what areas Jordi thinks are undervalued.
=======================
Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/
=======================
Polkadot is a scalable, secure, and decentralized blockchain technology aimed at creating Web3. Created by Gavin Wood, co-founder of Ethereum, Polkadot empowers users to build decentralized applications with ease. Backed by industry leaders, making it a preferred choice for big names, Polkadot stands out as a leading choice for investors seeking a reliable, future-proof solution in the growing world of Web3 technology. Learn more at https://polkadot.com/.
=======================
Pomp writes a daily letter to over 265,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/
