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 AI mid-cycle slowdown, the Fed under Warsh and what rate cuts could mean for markets, the $90 trillion AI infrastructure buildout, memory and Micron's role in the AI bottleneck, and why Jordi believes bitcoin is positioned to be the best performing assets once the negatives of AI start to show up.=====================Need liquidity without selling your crypto?...
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 AI mid-cycle slowdown, the Fed under Warsh and what rate cuts could mean for markets, the $90 trillion AI infrastructure buildout, memory and Micron's role in the AI bottleneck, and why Jordi believes bitcoin is positioned to be the best performing assets once the negatives of AI start to show up.
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- 0:00 - Intro
- 1:20 - Has bitcoin bottomed?
- 6:03 - Bitcoin vs the Mag 7: is the correlation breaking?
- 9:00 - Sam Altman, OpenAI & the government getting involved
- 11:11 - American open source vs Chinese AI models
- 14:28 - AI compute demand & the infrastructure buildout
- 20:37 - AI slowdown: how bad, how long?
- 22:44 - Where do markets go from here?
- 27:30 - AI agents in the workplace & security risk
- 34:50 - Memory, Micron & the AI bottleneck
- 39:53 - The next 10-20 years: robots, AI & society
- 44:18 - The Fed, rate cuts & inflation's impact on AI
- 49:55 - Why bitcoin wins in the end
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