The End of Recessions is Closer Than You Think ft. Jordi Visser

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Nov 6, 2025

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.

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ADVICE

Position For Easier Financial Conditions

Expect liquidity to rise as QT ends and Fed balance sheet stabilizes; position for easier financial conditions.
Consider assets that benefit from lower rates and renewed leverage when money gets levered up.

INSIGHT

AI Buildout Creates Massive CapEx Demand

The AI-driven infrastructure buildout (compute + power) implies massive CapEx needs, creating winners beyond the MAG-7.
Energy and semiconductors tied to power and edge compute stand to gain from that $5T-plus buildout.

INSIGHT

Energy Is The AI Bottleneck

Power (gigawatts) and grid capacity are central constraints for AI scaling, not just chip supply.
Nvidia may be dominant, but the energy bill and infrastructure create broader sectoral opportunities.

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🔥 *The Future of Finance is HERE: Join the waitlist* https://rvtv.io/3IQ5Bs6 ⚪ Jordi Visser, founder and chief strategist at Visser Labs, joins Raoul Pal to dive deep into the collision of AI, macroeconomics, and markets — exploring how exponential innovation is reshaping labor, inflation, and global growth. From the Fed’s pivot to the coming $5 trillion AI buildout, they reveal why energy, stablecoins, and humanoids could define the next decade of investing. Recorded on October 29, 2025. ⚪ X: @jvisserlabs 📣 This episode is brought to you by Figure, the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers Crypto-Backed Loans, allowing you to borrow against your Bitcoin or Ethereum with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault onchain. Unlock your crypto’s potential today. 👉 Visit their app to apply for a Crypto Backed Loan today https://figuremarkets.onelink.me/Plnq/2uhuytay 📣 Bitwise has been all-in on crypto since 2017 and has more than 20 crypto-based products to help investors get the access they need. Bitwise manages the world’s largest crypto index fund, one of the top Bitcoin ETFs, and one of the largest institutional Ethereum staking solutions. Bitwise has over $10 billion in assets under management and employs over 100 people in the US and Europe to manage a range of products, including ETFs, private alpha strategies, and SMAs for large investors. 👉 Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them. Carefully consider the extreme risks associated with crypto before investing. 📣 Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for.

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