Macro brain Jordi Visser: Many established assumptions in macro are being challenged as we speak

In this conversation, Jordi Visser and Pascal Hugli discuss the current debt situation, the impact of artificial intelligence on markets and productivity, and the evolving labor landscape. They emphasize that while the U.S. debt is a concern, it is part of a larger global issue. AI is seen as a transformative force that will enhance productivity and profit margins, but it also poses challenges for the labor market. The discussion highlights the interconnectedness of these themes and the need for a nuanced understanding of the economic landscape. In this conversation, the speakers delve into the complexities of debt, liquidity cycles, and the transformative impact of AI on employment and economic indicators. They discuss the relevance of traditional economic statistics in a rapidly changing digital economy and emphasize the importance of embracing AI for personal and professional growth. The discussion culminates in the exploration of Bitcoin as a revolutionary financial instrument, particularly in the context of AI and stable coins.

Chapters:
00:00 Intro
02:05 Understanding the Debt Situation
06:14 The Impact of AI on Markets
20:08 AI's Role in Productivity and Profit Margins
30:55 The Future of Labor in an AI-Driven Economy
35:01 Understanding Debt and Liquidity Cycles
38:36 The Impact of AI on Employment
41:37 Reevaluating Economic Indicators
46:49 Embracing AI: Opportunities and Challenges
56:10 Bitcoin as the Future of Finance

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