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 evaluate economic data, bitcoin, stocks, inflation, acceleration of AI, and the global economy.

TIMESTAMPS:
0:00 - Intro
0:55 - Evaluating economic data
13:42 - How to analyze the stock market
17:27 - Impact and acceleration of the AI shift
30:21 - Bitcoin adoption is growing rapidly
33:37 - What is a successful 10-year rate?
39:31 - Global and US economy outlook

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