Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and puts out investing YouTube videos. In this conversation we talk about the federal reserve, what is going to happen with artificial intelligence, future outlook for stock market, and why interest rate cuts will be so bullish for bitcoin.

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TimeStamps:

0:00 - Intro
1:56 - Where to find signal in the Federal Reserve
10:06 - AI impact on interest rates & jobs
17:29 - What does the young generation do?
22:51 - Any risks of rate cuts while rising PMI?
26:37 - Why is this good for bitcoin?
29:08 - How big can bitcoin’s market cap get?
33:59 - What will it take for people to sit in 100% bitcoin instead of cash?
39:11 - Where does the stock market go from here?
44:08 - Market outlook and why bitcoin