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 discuss bitcoin outlook for rest of the year, interest rate cuts, how to evaluate AI acceleration, Nvidia’s $100 billion deal with OpenAI, and what metrics investors should keep an eye on.

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TimeStamps:

• 0:00 - Intro
• 1:31 - Interest rate cut and market sentiment
• 4:20 - Bullish on bitcoin in Q4?
• 5:54 - How to evaluate AI companies
• 8:14 - October outlook and uncertainty in the market
• 12:15 - Evaluating AI replacing human jobs
• 26:01 - Thoughts on Nvidia’s $100 billion OpenAI deal
• 35:30 - Merging between AI & bitcoin mining
• 39:04 - Are we going to continue seeing an economic boom?
• 44:11 - What metrics should investors be keeping an eye on?
• 47:38 - Thoughts on government getting involved with AI businesses
• 50:27 - What models and tools are Jordi using?