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 discuss Oracle going up 40%, what is going on in the stock market, what will happen with interest rates, job revision, AI, bitcoin, interest rates, and where asset prices could be headed.

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TimeStamps:

0:00 - Intro
1:53 - Why are there massive moves in the stock market?
4:32 - What’s going on with inflation and tariffs
10:19 - Is there an argument to be bearish?
13:42 - Is there a possibility of a recession?
17:16 - Humans are now competing against machines
22:13 - Job growth revised down by 911,000
26:44 - Mortgage market and will homes become more affordable?
29:06 - How does US win AI race?
34:52 - What is happening with interest rates?
38:52 - Takeaways from Robinhood event
43:43 - What will happen with bitcoin?