Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we break down why rising interest rates may not derail the AI-driven economy, bitcoin's path to new highs and the four-year cycle debate, and how AI agents are already reshaping markets, business management, and crypto adoption. We also cover tokenization, portfolio allocation, and why a 0% crypto weighting no longer makes sense.
========================
Arch Public is an agentic trading platform that automates investment strategies across Stocks, Commodities, ETFs and Crypto. Whether you’re rotating into AI & Gold, allocating to the S&P 500, or accumulating Bitcoin, Arch Public executes your plan 24/7 without ever taking custody of your assets or funds. Sign up today at https://www.archpublic.com, and start your FREE automated trading strategy!
========================
Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.
========================
- 0:00 - Intro0:58 - Why interest rates won't derail the AI-driven economy13:43 - Bitcoin, stocks & the money printing trade20:28 - Tokenization, AI agents & the next wave of investment opportunities22:42 - Bitcoin's path to $100K & the four-year cycle debate29:11 - AI agents are already changing how business gets done35:07 - Markets never sleep: how agents are reshaping trading38:06 - Managing AI agents like a team 46:01 - Using AI to cut through market fear 52:01 - Why every portfolio needs crypto exposure