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 AI acceleration, why stocks, gold, bitcoin are hitting all-time highs, market outlook for second half of the year, how Salesforce is using AI, the government pressure on the fed to lower interest rates, the current financial mindset of the the younger generation, and more. TIMESTAMPS: 0:00 – Into 1:17 – Why asset prices are hitting all-time highs 3:45 – AI acceleration as a theme for next decade 10:36 – How investors can get exposure to humanoid robots 14:22 – Impact of AI agents 21:14 – Government pressure on the Fed 25:17 – Financial mindset of the younger generation32:42 – Why bitcoin
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