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 the last two weeks may be the most important stretch in bitcoin's history, the US-Japan yen intervention, and a weakening labor market. We also discuss the AI stock rebound, physical AI and Tesla's Terafab, Google's talent exodus, and how to value SpaceX.
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0:00 - Intro
0:54 - Why the last two weeks may be the most important in Bitcoin's history
8:17 - What should the Fed do next?
13:39 - AI stocks bounce hard: was that the bottom?
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