Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss why he thinks the AI mid-cycle slowdown is over, why he's turning bullish on bitcoin, tokenization and stablecoins. We also cover the Fed's July rate decision and where he's finding value in gold, silver, and regional banks.

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• 0:00 - Intro
• 0:42 - Grok vs. Meta's AI price war why cheaper AI won't cut spend
• 10:03 - Apple's Siri stumble & price hikes
• 14:50 - Using Grok in a Tesla
• 17:28 - Short sellers, Samsung's earnings & the mid-cycle slowdown
• 23:34 - Why Jordi is turning bullish on bitcoin
• 29:55 - Tokenization, stablecoins & the AI-crypto nexus
• 33:33 - Michael Saylor's Bitcoin sale — does it matter?
• 38:02 - Where else Jordi is deploying capital
• 42:04 - Does the Iran war actually matter for markets?
• 45:00 - The new robotic hand demo that changed everything
• 50:18 - Jordi’s upcoming video