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 talk about bitcoin, a potential bitcoin upside collapse, global liquidity, national debt, bonds, AI, Nvidia, and is the US being quiet about bitcoin a strategic move?

TIMESTAMPS:
0:00 - Intro
1:05 - What is driving bitcoin price higher?
8:42 - Bitcoin upside collapose?
14:33 - Bitcoin correlation to global liquidity, debt, &bonds
21:55 - Expectation for AI &Nvidia earnings
24:59 - Impact of AI on national debt
28:20 - What could be some capital controls?
30:39 - What is a bear case for bitcoin?
32:51 - The right way for US to acquire bitcoin
36:37 - Retail vs institutions

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