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 important themes of investing for the next decade, all the value that is flowing into the digital world, bitcoin, artificial intelligence, traditional economy, national debt, and more.

TIMESTAMPS:
0:00 - Intro
1:51 - Traditional vs Digital investing themes
11:42 - Where will value accrue in the new world?
19:57 - Reasons for bitcoin adoption
27:57 - How big will bitcoin get?
43:07 - Real estate vs bitcoin
49:55 - Future value of MAG7 stocks
55:19 - Entering a world of abundance
1:05:22 - AI & bitcoin slugging percentage
1:12:00 - The federal reserve & monetary policy
1:18:10 - Longevity of bitcoin

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