Why Bitcoin Will EXPLODE During The AI Era

Jordi Visser 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 what is going on with bitcoin, Fed independence, interest rate expectations, Azoria lawsuit against the Fed, PMI, and everything that has happened in the last week.

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TIMESTAMPS:
0:00 - Intro
1:05 - White House eliminating capital gains tax?
3:52 - Why is PMI important?
9:37 - US grid system
13:55 - Human capital component
21:37 - What is going on with the Fed?
27:34 - Thoughts on Powell resignation
30:36 - Bitcoin feels primed to explode
38:46 - Should gold be part of a portfolio?
40:04 - Other assets to hold?
41:54 - Retail investors are driving the market

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