AI Juggernaut: The Biggest Bull Run Ever w/ Jordi Visser

AI isn’t just changing the world; it’s rewriting the rules of the global economy. In this episode of Milk Road Macro, we sit down with legendary investor and macro thinker Jordi Visser to unpack how artificial intelligence is transforming jobs, capital markets, and even crypto itself. Everyone’s talking about “AI bubbles” and “AI hype,” but what’s really happening under the surface? Why are data centers and semiconductors suddenly the hottest macro trade? And why does Visser call Bitcoin the purest AI play on the market?

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📚 Helpful Resources 📚
🥛 Why AI is key for the US economy 🤖
https://milkroad.com/macro/why-ai-is-...

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🎙 GUEST INFO 🎙
Jordi Visser
X: https://x.com/jvisserlabs
Substack: https://substack.com/@visserlabs
YouTube:    / @jordivisserlabs  

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⏱ TIME POINTS ⏱
00:00 – Intro
01:51 – Is AI Just a “Talking Parrot” or a Market Game-Changer?
03:50 – Where Is the $500B+ in AI CapEx Actually Going?
06:24 – The Real Economic Bottlenecks of AI Infrastructure
09:24 – Is the AI Bubble Narrative Flawed? Here’s What Macro Misses
12:20 – Can Multiple Companies Win the AI Arms Race?
15:50 – Creative Destruction: How AI Will Reshape Entire Industries
18:25 – The Coming Labor Shock: How AI Is Disrupting Jobs
22:51 – AI-Driven Unemployment: What Governments & Workers Must Do
28:29 – U.S. vs. China in AI: Collaboration or Total Decoupling?
37:19 – AI’s Massive Energy Demand: Can the U.S. Grid Handle It?
42:15 – AI vs. Public Utilities: The Growing Power Struggle
45:46 – Why Bitcoin Might Be the Ultimate AI Hedge
50:25 – Smarter AI Investing: Portfolio Strategies Beyond the Obvious
53:00 – Using AI Tools Like ChatGPT to Analyze Market Data and Earnings Reports
57:28 – Wrap-Up

#macro #ai #crypto

📃 Disclaimer 📃
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The views and opinions expressed by the speakers, are their own and do not constitute professional advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit. Viewers should consult with a qualified financial professional before making any investment decisions.