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 what is happening in the economy, monetary global policy, bitcoin, gold, financial assets, and handicapping the odds that bitcoin will win.
TIMESTAMPS:
0:00 - Intro
1:06 - Current economy and financial markets
10:06 - Evaluating jobs report
13:28 - Bitcoin vs Gold
17:20 - S&P500 all-time highs?
20:13 - Importance and thinking through trade deals
28:40 - Strategy and other bitcoin companies
32:17 - Bitcoin outlook and BitBonds
47:41 - Where to follow Jordi
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