Jordi Visser

Jordi Visser, a seasoned macro investor and author, shares his insights on the intersection of AI and the economy. He discusses how AI is driving productivity, potentially reshaping GDP forecasts, and driving shifts in housing and labor markets. Visser highlights the strategic importance of energy and critical minerals in geopolitical dynamics, particularly in relation to China. He also warns about data center power constraints and hints at the implications for Bitcoin and gold as fiat returns decline. His perspective on the evolving job landscape and the need for curious talent adds depth to the conversation.

Jordi Visser, a 30+ year macro investor and author of VisserLabs, joins to dissect rising geopolitical risk and surging oil that are rattling markets. He outlines a commodity-led bull run, explains why bitcoin can act as a global escape hatch amid credit and liquidity stress, and explores how AI is reshaping software, jobs, and investment themes.

Jordi Visser, a macro investor with 30+ years on Wall Street, discusses the recent sell-off in asset prices and why it lacks a clear trigger. He shares insights on Bitcoin's lackluster performance and reassures listeners about long-term adoption despite current sentiment. Jordi offers trading strategies for the October-November period, highlights the impact of AI on drug discovery, and predicts capital rotation towards international equities and Bitcoin. He also breaks down the current buyer landscape for Bitcoin.

Jordi Visser, a seasoned macro investor with over 30 years on Wall Street and creator of VisserLabs, shares his insights on the evolving landscape of Bitcoin and AI. He discusses the crucial impact of institutional adoption and the volatility in Bitcoin's price. Jordi explores how advancements in AI drive economic change and productivity, while also scrutinizing deflationary pressures and the emerging significance of physical AI in industries. The conversation highlights the potential shifts in job markets and the overall economy in the face of these trends.

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 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 30+ year macro investor and author of VisserLabs, breaks down market rotations into scarce physical assets. He discusses bitcoin sell-offs, the compression of software multiples, and why data centers, semiconductors, energy and AI-driven hardware matter. Talks include hyperscaler capex, Tesla and Elon’s hardware vision, and how tokenization and stablecoins reshape network effects.

Jordi Visser, veteran macro investor and author of VisserLabs with 30+ years of market experience. He explores a scarcity-driven rotation into bitcoin and metals. He discusses silver as a critical industrial metal and bitcoin’s potential short squeeze. He links memory-chip shortages, AI and robotics to capital rotation and the deflationary pressures of automation.

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.

In this engaging discussion, veteran macro investor Jordi Visser shares insights from over 30 years in the market. He explores Bitcoin's potential as a scarcity hedge in a world transformed by AI. Visser discusses the impacts of deflation and how asset rotation might favor Bitcoin over tech giants. The conversation touches on the evolving role of humanoid robots, the implications for productivity, and how tokenization can unlock wealth. Lastly, he reflects on monetary policy and its relevance to a rapidly changing economic landscape.