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 why the AI trade already bottomed, how bitcoin fits into the future of markets, and why companies like Figure Technologies are outgrowing legacy banks like JPMorgan. We also discuss inflation, the AI IPO wave with Anthropic and OpenAI, and how AI is reshaping everyday life — from raising kids to running a household.====================Arch Public is an agentic t...
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 why the AI trade already bottomed, how bitcoin fits into the future of markets, and why companies like Figure Technologies are outgrowing legacy banks like JPMorgan. We also discuss inflation, the AI IPO wave with Anthropic and OpenAI, and how AI is reshaping everyday life — from raising kids to running a household.
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- 0:00 - Intro
- 0:50- Why stocks keep climbing despite AI fears
- 2:41 - Jordy's AI portfolio & calling market bottoms
- 7:05 - Inflation report & the Bayesian mindset
- 11:27 - Figure Technologies & the tokenization boom
- 19:47 - Why JPMorgan and legacy banks are at risk
- 24:18 - Bitcoin is the "S&P 500 of ten years from now"
- 26:14 - Anthropic, OpenAI & the AI IPO wave
- 31:25 - AI goes mainstream: his wife & raising kids in the AI era
- 42:43 - ICE deportations & the inflation debate
- 47:47 - Politics, protests & the AI data center fight
- 55:50 - Jordi’s weekly videos & how you can help him
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