Jordi Visser

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.

Jordi Visser, a seasoned macro investor with 30 years on Wall Street, dives into the current market landscape and Bitcoin's future. He passionately discusses why he's buying Bitcoin despite market panic, linking it to long-held cyclical theories. Jordi also analyzes the impact of AI on technology and investment strategies, explores the geopolitical significance of rare earth minerals, and shares insights on US-China trade dynamics. He challenges perceptions of systemic threats in banking while highlighting the advantages retail investors have today.

Jordi Visser, a macro investor with over 30 years on Wall Street and writer for VisserLabs, shares insights on the current market landscape. He discusses the recent spike in investor fear and what it means for Bitcoin's volatility. Jordi examines the K-shaped economy driven by AI, market reactions to strong tech results, and potential signs of a market reversal. He explores the complex interplay of retail selling, Asia's growth slowdown, and the impact of debt in tech. Tune in for an engaging analysis of what lies ahead for investors.

Jordi Visser, a macro investor with over 30 years on Wall Street and author of 'VisserLabs,' shares his insights on the economy and Bitcoin. He discusses the growing debasement trade, where institutions turn to Bitcoin and gold amidst market bubble concerns. Jordi also explores the implications of AI on demand and supply, the significant investments in AI infrastructure, and the potential for job displacement. He links Bitcoin's rise to youthful anti-establishment attitudes and provides a cautiously optimistic outlook on tech opportunities.

In a captivating discussion, Jordi Visser, Founder and Chief Strategist at Visser Labs, unpacks the urgent need to embrace AI in the evolving economy. He explores the dual nature of AI on job markets, emphasizing the importance of engagement for future job security. Visser also delves into the intricate relationships between cryptocurrencies, government debt, and the struggles of the middle class. He argues for a proactive approach to AI that enhances productivity rather than breeds anxiety, ultimately reshaping the landscape of professional opportunities.