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 the coming “bankpocalypse,” why AI agents will disrupt banks and big tech, and whether AI models are becoming commoditized. We also discuss the bitcoin setup, crypto’s shift from contrarian to consensus trade on Wall Street, and how to separate signal from noise in the AI bubble debate.
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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!
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This podcast is sponsored by Abra.com. Abra is the secure way to access crypto and crypto based yield and loan products through a separately managed account structure. Learn more at http://www.abra.com.
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0:00 - Intro
0:54 - The “bankpocalypse”
5:20 - Can AI agents disrupt Amazon & the banks?
10:08 - Are AI models becoming commoditized?
20:40 - How do personal agents make money?
23:30 - Toll collectors: compute & crypto
28:16 - Bitcoin outlook & why patience pays
33:53 - Crypto & Wall Street: contrarian to consensus
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