Latest / The Julia La Roche Show
#423 Jordi Visser: Why the AI Bears Are Wrong — and the One Asset He’d Bet On Right Now
Long-time macro investor Jordi Visser, founder of Visser Labs, makes his in-studio debut with a bold message: the only macro force that matters right now is artificial intelligence. He explains why the economy has become far less rate-sensitive since the iPhone launched in 2007, and why Anthropic and OpenAI’s leap from $30 billion to roughly $170 billion in combined annual recurring revenue marks the start of agentic commerce, with personal AI agents managing more of our lives. He lays out his “bank-pocalypse” thesis, where agents and crypto compress bank valuations by moving money to better…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.