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 talk about what is going on with tariffs, how it’s impacting the economy, how to think about the bitcoin strategic reserve, and what investors are currently thinking about. TIMESTAMPS: 0:00 – Intro 1:22 – Current market conditions 11:08 – Bitcoin strategic reserve takeaways 20:22 – Fort Knox gold theory 27:01 – AI hype and data centers 30:55 – Are government workers getting replaced with AI? 35:57 – Economic impact of tariffs and deportations 44:00 – Can we get to a balanced budget? 50:12 – Where to follow Jordi online Bitwise is one of the largest and fastest-growing crypto asset managers.
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