Jordi Visser (@JordiVisserLabs) is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss why the stock market keeps hitting all-time highs despite bad news, why AI and biotech are more underappreciated than most people realize, how Eli Lilly's AI partnerships could transform longevity and chronic disease, and where Jordi thinks you need to position your portfolio to actually compound in an exponential world.

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⏰ TimeStamps:
0:00 - Intro
0:35 - Why markets keep hitting all-time highs despite bad news
10:30 - Consumer confidence, savings rate &what it means
16:02 - Running the economy hot — who wins and who loses
19:30 - AI + biotech: why Eli Lilly is the sleeper story
31:27 - How AI will improve education, finance &health
38:48 - Why your wealth manager may be failing you in the exponential era

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