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The End of Recessions? Jordi Visser on Macro, Crypto, AI & The Future

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Manage episode 437010368 series 2964597
Inhoud geleverd door Wealthion. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Wealthion of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Macro investor Jordi Visser joins Anthony Scaramucci to discuss how AI and tech are destroying the economic business cycle, potentially making recessions a thing of the past. Jordi, the former President and CIO of Weiss Multi-Strategy Advisers, shares his insights on the upcoming lower-rate Fed regime, his outlook for Bitcoin, the impact of market concentration by tech’s Magnificent Seven, and why geopolitical risks are today’s biggest threats. Jordi also advises investors not to get caught up in fear-inducing headlines and “hot takes,” but to focus on long-term trends and data-driven strategies.

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://www.wealthion.com

This episode is sponsored by BetterHelp. Give online therapy a try at https://www.betterhelp.com/Wealthion and get on your way to being your best self.

Visit Jordi’s YouTube Channel here: https://www.youtube.com/@JordiVisser-h7n

Timestamps:

01:04 - The Recession Obsession

04:15 - Market Concentration in the Magnificent Seven

06:28 - The Fed’s Lower Rate Decision and Economic Regime Shift

09:26 - Rising National Debt and Fiscal Dominance

12:55 - Crypto, Bitcoin, and Decentralization

17:48 - How Jordi Would Construct an Investment Portfolio Today

23:48 - Ignoring Hot Takes: Focus on Long-Term Trends

26:06 - Tech Disruption in Healthcare and Longevity

28:35 - The Future of the U.S. Dollar

30:43 - The Biggest Risk Right Now Is Geopolitical

32:49 - Solana ETF Coming?

33:59 - What Investment Did You “Miss” in Your Career?

Connect with us online:

Website: https://www.wealthion.com

X: https://www.x.com/wealthion

Instagram: https://www.instagram.com/wealthionofficial/

LinkedIn: https://www.linkedin.com/company/wealthion/

#Investing #Finance #Economy #Markets #Technology #AI #Recession #WealthManagement #Stocks #Bonds #Cryptocurrency #EconomicOutlook #FinancialAdvice #MoneyManagement #InvestmentStrategies #GlobalEconomy #Wealth #Bitcoin #Money #Wealthion

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

864 afleveringen

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iconDelen
 
Manage episode 437010368 series 2964597
Inhoud geleverd door Wealthion. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Wealthion of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Macro investor Jordi Visser joins Anthony Scaramucci to discuss how AI and tech are destroying the economic business cycle, potentially making recessions a thing of the past. Jordi, the former President and CIO of Weiss Multi-Strategy Advisers, shares his insights on the upcoming lower-rate Fed regime, his outlook for Bitcoin, the impact of market concentration by tech’s Magnificent Seven, and why geopolitical risks are today’s biggest threats. Jordi also advises investors not to get caught up in fear-inducing headlines and “hot takes,” but to focus on long-term trends and data-driven strategies.

Investment Concerns? Get a free portfolio review with Wealthion’s endorsed financial advisors at https://www.wealthion.com

This episode is sponsored by BetterHelp. Give online therapy a try at https://www.betterhelp.com/Wealthion and get on your way to being your best self.

Visit Jordi’s YouTube Channel here: https://www.youtube.com/@JordiVisser-h7n

Timestamps:

01:04 - The Recession Obsession

04:15 - Market Concentration in the Magnificent Seven

06:28 - The Fed’s Lower Rate Decision and Economic Regime Shift

09:26 - Rising National Debt and Fiscal Dominance

12:55 - Crypto, Bitcoin, and Decentralization

17:48 - How Jordi Would Construct an Investment Portfolio Today

23:48 - Ignoring Hot Takes: Focus on Long-Term Trends

26:06 - Tech Disruption in Healthcare and Longevity

28:35 - The Future of the U.S. Dollar

30:43 - The Biggest Risk Right Now Is Geopolitical

32:49 - Solana ETF Coming?

33:59 - What Investment Did You “Miss” in Your Career?

Connect with us online:

Website: https://www.wealthion.com

X: https://www.x.com/wealthion

Instagram: https://www.instagram.com/wealthionofficial/

LinkedIn: https://www.linkedin.com/company/wealthion/

#Investing #Finance #Economy #Markets #Technology #AI #Recession #WealthManagement #Stocks #Bonds #Cryptocurrency #EconomicOutlook #FinancialAdvice #MoneyManagement #InvestmentStrategies #GlobalEconomy #Wealth #Bitcoin #Money #Wealthion

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

864 afleveringen

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