Recession Is Cancelled: Why Bitcoin & Stocks Will Explode

Jordi Visser (‪@JordiVisserLabs‬) 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 Oracle going up 40%, what is going on in the stock market, what will happen with interest rates, job revision, AI, bitcoin, interest rates, and where asset prices could be headed.

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⏰ TimeStamps:
0:00 - Intro
0:59 - Why are there massive moves in the stock market?
3:38 - What’s going on with inflation and tariffs
9:25 - Is there an argument to be bearish?
12:48 - Is there a possibility of a recession?
16:22 - Humans are now competing against machines
21:19 - Job growth revised down by 911,000
25:50 - Mortgage market and will homes become more affordable?
28:12 - How does US win AI race?
33:58 - What is happening with interest rates?
37:58 - Takeaways from Robinhood event
42:49 - What will happen with bitcoin?

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