Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down why the AI trade already bottomed, how bitcoin fits into the future of markets, and why companies like Figure Technologies are outgrowing legacy banks like JPMorgan. We also discuss inflation, the AI IPO wave with Anthropic and OpenAI, and how AI is reshaping everyday life — from raising kids to running a household.
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- 0:00 - Intro0:50- Why stocks keep climbing despite AI fears2:41 - Jordy's AI portfolio & calling market bottoms7:05 - Inflation report & the Bayesian mindset11:27 - Figure Technologies & the tokenization boom19:47 - Why JPMorgan and legacy banks are at risk24:18 - Bitcoin is the "S&P 500 of ten years from now"26:14 - Anthropic, OpenAI & the AI IPO wave31:25 - AI goes mainstream: his wife & raising kids in the AI era42:43 - ICE deportations & the inflation debate47:47 - Politics, protests & the AI data center fight55:50 - Jordi’s weekly videos & how you can help him