Jordi Visser

Jordi Visser, a macro investor with over 30 years of experience, shares insights on the evolving interplay between AI and the economy. He discusses how AI has defined 2025 and anticipates its broader adoption impacting productivity and GDP growth in 2026. Jordi critiques overreactions to AI fears in markets and draws parallels to past tech bubbles. He emphasizes practical applications for individuals using AI in investment strategies and personal management, advocating for daily engagement with these technologies to enhance productivity and decision-making.

Jordy Visser, a 30+ year macro investor and VisserLabs Substack author, breaks down Fed rate pauses and the risk of a lagging central bank. He links AI-driven compute demand to commodity shortages and talks about pricing assets in gold terms. He also explores scarce physical inputs like silver, chips, and energy and why rotation from software to hardware matters.

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 30+ year macro investor and author of VisserLabs, explains a new market regime driven by supply shocks and geopolitical risk. He discusses rising inflation, higher oil prices, and rotation into commodities and energy. He also covers risks in private credit and why Bitcoin could lead the next cycle as liquidity and institutional flows shift.

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 30+ year macro investor and author of VisserLabs, shares sharp takes on AI, tech and capital flows. He argues AI erodes software moats. He explains why hyperscalers may struggle to monetize AI and why AI can drive deflation. He outlines a coming rotation toward scarce assets and makes the case for bitcoin as a unique growth store of value.

Jordi Visser, a veteran macro investor and author of VisserLabs, shares big-picture market risks and opportunities. He discusses growing cracks in private credit and how hidden leverage could spark contagion. He links rising oil and geopolitics to inflation and Fed dilemmas. He also explores AI disruption, collapsing software moats, and why Bitcoin and tokenization may gain in stressed markets.

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.

Jordi Visser, a 30+ year macro investor and author at VisserLabs, breaks down AI hype versus physical limits. He weighs software valuation compression, which firms might win, Nvidia’s market signal, and how AI-driven need for verification could boost crypto and Bitcoin. Short, sharp takes on risk, deepfakes, and positioning for chaotic, fast-moving markets.