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 stock slowdown, why China's new Kimi K3 model is upending the AI trade, and the hidden cultural bias baked into these systems. We also discuss the cooler inflation report, Fed Chair Kevin Warsh's early moves, bitcoin's reaction, and why robotics could be the next big AI trade.

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• 0:00 - Intro
• 0:50 - AI stock unwind & the summer slowdown
• 5:45 - Framework for picking AI winners
• 7:1 3 - China's Kimi K3 & open source vs. closed models
• 11:09 - Model routers & how many models is too many?
• 17:46 - The hidden "cultural weights" in AI models
• 22:37 - Inflation report & Fed reaction 
• 32:28 - Bitcoin's reaction & crypto allocation
• 39:26 - Nasdaq outlook & where he's avoiding
• 45:09 - Software stocks & what is the next trade?