Jordi Visser

Research profile

Jordi Visser presents as a macro investor turned AI-and-digital-assets commentator, with a background in equity derivatives, emerging markets, macro funds, and multi-strategy portfolio management. In the supplied transcripts, he repeatedly frames himself as a cross-disciplinary thinker operating at the intersection of macro, crypto, and exponential technology. He emphasizes probability, market structure, and regime shifts rather than single-asset narratives. He also appears to be building AI-focused research tools and dashboards, and he often speaks from a practitioner’s perspective rather than as a pure pundit.

Economic vision

Visser’s recurring worldview is that AI is not just another tech cycle but a structural break that changes how economies grow, how labor is used, and how assets are priced. He argues that the economy is moving from labor-versus-capital to compute-versus-energy, with bottlenecks in chips, power, data centers, and infrastructure shaping the next phase. He expects strong productivity and margin effects from AI, often describing the result as an exponential or even supercycle dynamic. In his framing, software faces disruption and multiple compression, while scarce or hard assets such as Bitcoin, semiconductors, energy-related inputs, copper, silver, and other infrastructure-linked assets may benefit from the new buildout. He is also bullish on agentic AI, tokenization, and the idea that AI systems will increasingly transact and embed intelligence into machines, which he sees as pushing the system toward abundance and possibly deflationary pressure over time. He generally rejects recession-centric readings and prefers a regime-shift lens built around AI-driven growth, supply constraints, and capital rotation.

Reliability notes

• Admin-validated speaker with linked X / Twitter profile.
• Preview built from 16 analyzed appearances.
• Latest tracked appearance: 2026-06-11 11:00.
• Most often seen on Raoul Pal The Journey Man.