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 unpack the Fed’s interest rate cuts, the U.S.–China trade dynamic, and what they signal for global markets. We also dive into the Bitcoin, AI, and tokenized assets — explaining how these forces, alongside Tesla’s innovations, are shaping the next major investment cycle.

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Timestamps:

0:00 - Intro
1:14 - Fed rate cut and market reaction
3:40 - US - China trade agreement and impact
7:00 - How to navigate government shutdown, labor market, and AI
21:09 – Generational divide, wealth gap, and rise of socialism in politics
25:52 – Bitcoin sentiment and why investors are frustrated
32:27 – Tokenization, stablecoins, and the future of payments
37:46 – Token revolution and the merging of AI & crypto
41:33 – Tesla, robo-taxis, and the future of self-driving cars

The Truth About Why Bitcoin Isn’t Exploding (Yet) | Jordi Visser