Jordi Visser
Head of AI macro nexus research at 22V and featured guest for this episode; provides analysis on the commodity supercycle, AI-driven industrial demand (notably silver), geopolitics, and investment implications of AI adoption.
Top 3 podcasts with Jordi Visser
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38 snips
Nov 18, 2025 • 56min
Jordi Visser, CEO of Visser Labs and Head of AI Macro Research at 22V
Jordi Visser, CEO of Visser Labs and Head of AI Macro Research at 22V, dives into the transformative power of AI, likening it to electricity. He argues against the 'bubble' label, emphasizing AI's role in shaping various industries and its insatiable demand for compute resources. Jordi discusses the volatility surrounding AI investments, the effects on the labor market, and why Fed policies are lagging behind technological advancements. He also touches on the potential of tokenization in increasing market liquidity and the geopolitical implications of emerging technologies.
21 snips
Feb 5, 2026 • 1h 3min
The Metal Trade That Could Unlock AGI ft. Jordi Visser
Jordi Visser, head of AI macro nexus research at 22V, breaks down how AI is reshaping materials, geopolitics and markets. He highlights silver as a critical industrial metal. They explore the $85T AI build-out, mineral-driven commodity cycles, supply constraints from rival powers, and why energy, grids and mining will matter more than software.
Feb 16, 2026 • 12min
The World's Best Investors See A Major Risk For US Economy
Cathie Wood, ARK Invest founder and thematic investor, and Lyn Alden, macro analyst on money and productivity, join Mike Novogratz, Galaxy Digital founder and macro commentator, and Jordi Visser, AI-focused investor. They discuss deflation as the top US risk. Topics include AI and automation driving prices down, productivity versus money growth shaping inflation, political fallout from low consumer inflation, and Bitcoin as a hedge.
