Jordi Visser is a macro investor with over 30 years of Wall Street experience, and he also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we break down the major forces driving markets today — bitcoin’s price action, accelerating institutional adoption, the latest AI developments, internal tensions at OpenAI, and an overlooked industrial company he believes will be critical to the future economy. We wrap with a sharp look at the Fed, interest rates, deflation signals, and why easy money is still flowing through the system.

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Timestamps:

0:00 – Intro
1:50 – How to evaluate bitcoin right now
6:29 – The AI boom impact on asset prices & macro environment
11:59 – Deflation impact & Elon says will work be optional?
18:25 – Evaluating jobs data in an AI-driven economy
25:57 – The AI impact on the economy
41:42 – Michael Burry & Elon’s view on the economy & the future
48:16 – Where to find Jordi’s content