About this episode
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. ====================== Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan ( https://www.figuremarkets.co/pomp ), allowing you to borrow against your BTC, ETH, or SOL with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. Unlock your crypto’s potential today at Figure! https://www.figuremarkets.co/pomp Disclosures: Figure Lending LLC dba Figure. Equal Opportunity Lender. NMLS 1717824. Terms and conditions apply. ====================== Bitizenship gives Bitcoin-forward investors a fast, compliant path to EU residency. Our Bitcoin Dolce Visa lets you invest in a 100% Bitcoin-aligned startup and qualify for Italy’s Golden Visa with one strategy. Claim your free strategy call at https://www.bitizenship.com/pomp. ====================== Simple Mining makes Bitcoin mining simple and accessible for everyone. We offer a premium white glove hosting service, helping you maximize the profitability of Bitcoin mining. For more information on Simple Mining or to get started mining Bitcoin, visit https://www.simplemining.io/ ====================== 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