Jordi Visser

Jordi Visser, a macro investor with over 30 years of experience, dives into the shifting landscape of finance and investment. He argues that Bitcoin and AI are redefining traditional investment strategies, advocating for a new perspective on assets. Visser highlights the generational shift towards digital currencies and the implications of inflation on investment choices. He also discusses the potential for Bitcoin to surpass traditional assets like gold, and how technological advancements influence both the economy and future investment trends.

Jordi Visser, a macro investor with over 30 years on Wall Street, shares his insights on the current economic landscape. He dives into the impact of tariffs on asset prices and how they're shaking up investor sentiment. The conversation reveals the mixed reactions to Bitcoin's new strategic reserve and what it means for the future of digital assets. Visser also discusses the intersection of AI and infrastructure, highlighting challenges in technology adoption amidst evolving market dynamics.

Jordi Visser, a macro investor with over 30 years on Wall Street, shares valuable insights into current market conditions. He discusses the impact of the Fed's interest rate decisions and the cautious sentiment in the stock market. The conversation also explores the evolving role of AI in startups and the tech sector, including NVIDIA's influence on market momentum. Visser raises concerns about the validity of traditional economic data in today's digital economy, urging investors to adapt their strategies amidst economic uncertainty.

Jordi Visser, a seasoned macro investor with over 30 years on Wall Street and creator of ‘VisserLabs,’ shares insightful perspectives on the current economic landscape. He discusses the unraveling of the global financial system and what this means for portfolios. Visser highlights the complex U.S.-China trade dynamics and how Bitcoin is emerging as a key player amidst economic uncertainty. He also delves into the transformative impact of AI on the economy, framing the ongoing crisis as a catalyst for necessary changes in global economic strategies.

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.

Jordi Visser, a macro investor with over 30 years on Wall Street, shares his insights on the chaotic financial landscape shaped by Trump’s policies. He discusses the volatility in the stock market and how tariffs and tax reforms can impact investor sentiment. Visser dives into the intricacies of national debt and the contrasting dynamics of gold versus Bitcoin. He analyzes the implications of recent market drops and highlights the resilience of economic conditions, while emphasizing the political strategies that influence market perceptions.

In this fascinating discussion, expert Jordi Visser dives into the intersection of macroeconomics, AI, and Bitcoin. He addresses the challenges traditional investors face in adapting to rapid technological changes. Visser highlights Bitcoin's role as a safeguard in volatile economies and shares insights on emerging market signals. The conversation also touches on the philosophical aspects of AI and the societal divides it creates. Listeners will gain valuable perspectives on navigating the evolving financial landscape and the impact of innovation on resources.

Jordi Visser, a macro investor with over 30 years on Wall Street, shares his insights on today’s chaotic market. He discusses the imminent risks of recession and the impact of tariffs on globalization. Notably, Visser highlights Bitcoin's resilience amidst stock market downturns, advocating for its role as a potential safe-haven asset compared to gold. He also contrasts generational views on market volatility, showcasing how younger investors perceive downturns as opportunities. Tune in for strategies to navigate this turbulent financial landscape!

Both Raoul and Jordi Visser, president and CIO of Weiss Multi-Strategy Advisers, have embarked on similar journeys, commencing their careers in macro and traditional markets before venturing into the realm of exponential technologies. Together, they delve into the disruptive potential of crypto and emerging tech and shed light on how AI will propel us into a new era at a pace that surpasses our wildest imaginations. Recorded on June 23, 2023.This episode is sponsored by KraneShares KRBN ETF, the first, largest, and most liquid carbon ETF on the market. Please read the prospectus before investing at https://kraneshares.com/KRBN/realvision. Investing involves risk. Principal loss is possible. KRBN is distributed by SEI Investment Distribution Company (SIDCO). Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jordi Visser, a macro investor with over 30 years in finance and founder of a hedge fund, discusses the transformative impact of AI, Bitcoin, and crypto on the economy. He argues that recessions may become obsolete as digital assets create new growth opportunities. Jordi predicts Bitcoin could soon become the second-largest asset behind gold and explores how generational divides affect crypto adoption. The conversation also delves into the importance of narratives in understanding Bitcoin's value and the role of AI in reshaping various industries.