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 the Leopold Aschenbrenner hedge fund unwind, the market crashes in South Korea and Japan, Kevin Warsh and the Fed's next move, and the case for compute scarcity as AI demand outpaces supply. We also discuss tokenization and why bitcoin remains the ultimate hedge and store of value in a world being reshaped by AI.======================Arch Public is an agentic trading...
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 the Leopold Aschenbrenner hedge fund unwind, the market crashes in South Korea and Japan, Kevin Warsh and the Fed's next move, and the case for compute scarcity as AI demand outpaces supply. We also discuss tokenization and why bitcoin remains the ultimate hedge and store of value in a world being reshaped by AI.
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- 0:00 - Intro
- 0:48 - Leopold's fund unwind & lessons from past blowups
- 9:21 - Hedge fund leverage & how AI is reshaping market structure
- 11:45 - Korea & Japan's market collapse
- 13:56 - AI will destroy all public companies?
- 15:20 - The bull case for hyperscalers & compute scarcity
- 27:44 - Why bitcoin is the best hedge fund ever
- 29:12 - Kevin Warsh & the Fed
- 33:48 - Does this help Wall Street or Main Street?
- 36:47- Advice for a 25-year-old starting their career today
- 41:18 - Bitcoin & the rest of crypto industry
- 48:52 - Migration, digital money & the breakdown of borders
- 57:56 - What Jordi is covering in his next video
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