Jordi Visser

Jordi Visser, a macro investor with over 30 years of Wall Street experience, dives into the implications of Tesla's robo-taxi announcement and its potential to revolutionize urban transport. He discusses how embodied AI could challenge traditional views on scarcity and inflation. Jordi shares insights on gold's recent volatility and the ripple effects of a potential US-China trade deal on markets. Additionally, he explores Bitcoin's market dynamics and what it needs to reach new peaks, arguing that AI innovations are reshaping investment landscapes.

Jordi Visser, a seasoned macro investor with over 30 years on Wall Street, dives into the complexities of Fed policy and its implications for global markets. He examines the current U.S.–China trade dynamics and how they impact investor sentiment. The conversation also explores the slower-than-expected growth of Bitcoin, the transformative role of AI in the labor market, and the rising influence of tokenization in finance. Additionally, they discuss Tesla's advancements in autonomous driving and its significance in the evolving investment landscape.

Jordi Visser, a macro investor with over 30 years on Wall Street, dives into Bitcoin's recent market dynamics, likening it to an IPO moment. He explores how VC exposure influences crypto's public face and addresses the implications of Bitcoin hitting $100K. The discussion also covers AI's role in finance and adoption challenges, alongside the political shifts related to labor trends and generational discontent. Jordi shares insights on Tesla's ambitious vision for robo-taxis and emphasizes the importance of practical AI use in everyday life.

Jordi Visser, a seasoned macro investor with over 30 years on Wall Street, shares insights on the recent Bitcoin surge and its implications for the financial landscape. He discusses how he predicted this breakout and its connection to traditional assets. Visser also analyzes the impact of global economic trends, geopolitics, and technological advancements, particularly AI, on the market. His thoughts on adapting economic policies and the importance of energy commodities offer a compelling perspective on navigating today's financial challenges.

Jordi Visser, a seasoned macro investor with over 30 years on Wall Street, shares his insights into the current economic landscape. He discusses why Bitcoin's price is stagnating while traditional equities soar. Visser analyzes the implications of Jerome Powell’s monetary policies and the rising significance of the Purchasing Managers' Index. He also delves into the potential economic shifts driven by AI, emphasizing how these factors intertwine with investor sentiment and market dynamics.

Jordi Visser, a seasoned macro investor with 30 years on Wall Street and the mind behind Substack's VisserLabs, dives into the intersection of Bitcoin and AI. He argues Bitcoin stands as the ultimate AI trade, driven by narratives and institutional acceptance. The conversation touches on AI's impact on jobs, energy infrastructure efficiency, and how Bitcoin miners can optimize power grids. Jordi also highlights exciting opportunities in energy stocks as AI demand grows, while predicting a potential Bitcoin rally in the fourth quarter.

Jordi Visser, a seasoned macro investor with over 30 years on Wall Street, shares insights on why the recession narrative may be off base. He discusses the soaring performance of Oracle and the implications of AI on market dynamics. Visser highlights the rise of retail investors, the shifting job landscape due to automation, and how these factors could influence investment strategies. With a focus on Bitcoin and Ethereum, he predicts a promising outlook for cryptocurrencies as traditional finance increasingly embraces digital assets.

In this engaging conversation, Jordi Visser, a seasoned macro investor with over 30 years on Wall Street, shares insights from his Substack, VisserLabs. He discusses the bullish outlook for Bitcoin as the U.S. potentially increases its holdings and examines the reliability of key economic indicators like CPI and PPI. The impact of AI on job markets and wealth inequality is another highlight, along with the idea of revaluing gold in light of economic challenges. Jordi emphasizes the need for new strategies that incorporate AI and cryptocurrencies for future growth.

Jordi Visser, a seasoned macro investor and creator of the 'VisserLabs' Substack, delves into the transformative potential of AI and Bitcoin in financial markets. He explains how these technologies could spur a massive bull market while reshaping investment strategies. The conversation touches on the impact of AI in boosting productivity and profitability for companies, the evolving dynamics of monetary policy, and the rise of self-directed investors driving the market forward. Visser also discusses Bitcoin's future and its relationship with traditional finance.

Jordi Visser, founder and chief strategist at Visser Labs, joins to explore the intersection of AI, macroeconomics, and markets. He predicts that AI's rapid evolution will disrupt labor, possibly catalyzing a $5 trillion energy buildout essential for infrastructure. Discussions include how AI might lower inflation and influence Fed policy, the winners and losers in tech, and how Bitcoin miners could stabilize energy grids. Visser also touches on the role of stablecoins in reshaping global finance and the potential of AI in transforming economies and labor markets.