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 the market reaction to interest rate cuts, the rise of retail investing, Oracle, bitcoin, and how AI will change the future. 

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TimeStamps:

• 0:00 - Intro

• 1:40 - Fed cuts 25bps and the market reaction

• 6:48 - Retail and the new generation of investing

• 17:55 - Oracle up 40% and AI infrastructure

• 25:39 - Bitcoin, AI, and the 4th turning

• 35:45 - Areas where AI will bring abundance

• 45:00 - Takeaways and how to embrace AI