Discover how macro investor Jordi Visser deciphers economic data, AI acceleration, and Bitcoin adoption in a run that could redefine global crypto and stock markets. Learn why missing this Bitcoin run might mean missing a historic opportunity.
If You Miss This Bitcoin Run, Don’t Say You Weren’t Told: Insights from Macro Investor Jordi Visser
By Figure Markets – Where Crypto Meets Real-World Finance
0:00 – Introduction
Welcome to our in-depth analysis of the current Bitcoin surge. In this session, renowned macro investor Jordi Visser – with over 30 years of Wall Street experience and the mind behind VisserLabs on Substack – unfolds his views on economic data, stock analysis, and the accelerating impacts of AI on the global economy. If you miss this Bitcoin run, don’t say you weren’t told!
0:55 – Evaluating Economic Data
Jordi Visser starts with a comprehensive review of recent economic indicators. From inflation metrics in major economies to shifts in monetary policies, these data points form the backbone of his market assessments. Real-world examples, such as the US Consumer Price Index and European market trends, illustrate how inflationary pressures are reshaping investor perspectives.
13:42 – How to Analyze the Stock Market
Visser dives into stock market analysis, emphasizing the importance of blending quantitative data with qualitative insights. His methodology involves comparing classic valuation metrics alongside modern trends – like the rapid integration of AI technologies – to spot long-term opportunities. The discussion is especially relevant in a time when digital assets and traditional stocks increasingly converge.
17:27 – Impact and Acceleration of the AI Shift
Artificial Intelligence is no longer futuristic; it is now a transformative power in finance. Jordi underscores how AI is not only accelerating decision-making in trading but is also fundamentally altering economic models worldwide. With examples of AI-driven trading algorithms and investment funds, he explains that this technology is accelerating market shifts that investors cannot afford to ignore.
30:21 – Bitcoin Adoption is Growing Rapidly
Bitcoin’s adoption trajectory has been nothing short of remarkable. According to Visser, current trends indicate that institutional and retail investors alike are embracing Bitcoin at an unprecedented pace. This section details recent price trends, coin performance insights, and forward-looking forecasts that position Bitcoin as a central asset in the emerging digital economy.
33:37 – What is a Successful 10-Year Rate?
Exploring the concept of a “successful 10-year rate,” Visser explains how long-term interest rates are an essential metric for forecasting economic health. He connects historical data with the current environment, emphasizing that understanding these rates can provide crucial context for both crypto and traditional investments.
39:31 – Global and US Economy Outlook
In his final segment, Visser offers a panoramic view of both global and US economic outlooks. Balancing optimism with caution, he discusses how evolving fiscal policies, inflation trajectories, and technological disruptions such as AI are setting the stage for a transformative era in finance.
