Jordi Visser, a seasoned macro investor with over three decades of expertise, evaluated the fundamental shifts occurring within the US economy, the transformative effects of the AI revolution on financial markets, and why he considers Bitcoin to be the “most viable investment” in this evolving landscape.
During his appearance on Anthony Pompliano’s well-known podcast, Visser expressed that both global economic systems and financial frameworks are approaching an era of unprecedented volatility. He pointed out that our current capital structure was built for a “slow-moving” environment; however, advancements in artificial intelligence and rapid technological changes are fundamentally altering this framework.
Visser emphasized that nearly all gains and stock valuations observed today can be attributed to artificial intelligence. He remarked, “Without AI’s influence, we wouldn’t see stock prices at their current heights,” noting that this technology serves not only as a tool for productivity but also as a catalyst reshaping existing business models and labor markets.
In reviewing recent employment statistics, Visser highlighted that aside from healthcare jobs, there has been no net job creation in the US economy for nearly a year. He argued that AI is starting to replace human labor across various sectors such as accounting, law practice, and software development—this shift is disrupting conventional economic relationships.
A particularly bold assertion made by Visser was his belief that Bitcoin represents the most appropriate asset for an economic order shaped by artificial intelligence. He forecasts stagnation in real terms for the US stock market (S&P 500) over the next decade while wealth transitions from traditional financial avenues toward private entrepreneurs and digital assets. The pace of innovation driven by AI is so rapid that companies’ competitive edges are swiftly eroding. In such an unpredictable climate where cyberattacks powered by AI may rise significantly, Bitcoin’s mathematical foundation—lacking ties to any specific company or narrative—becomes increasingly appealing due to its reliability offered through blockchain’s immutability and transparency.
*This should not be considered investment advice.