Jordi Visser @jvisserlabs
22V Research Watch my videos at https://t.co/ccIwXF66jy Read my papers at https://t.co/iblvrOpf7E New York, New York Joined March 2022-
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Markets are climbing the wall of worry 🚀 The Fed is stuck between weakening labor, AI’s deflationary force, and tariff-driven inflation. It’s a confusing cycle for policymakers and investors—yet AI continues to power the bull market. This week's video: youtu.be/55YhqNszg_M
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My latest for 22V goes through the importance of the rollout of Tesla Robotaxis in Austin for the timing of investor acceptance of the embodiment of AI. 22vresearch.com/2025/08/25/tes…
AI Bubble? Or Tesla’s Opening Act of Embodied AI? Stage 1 of AI = infra buildout ✅ Stage 2 = adoption wave in 2026 (digital + robotic employees) 🚀 Tesla isn’t just a car company—it’s the first embodied AI company. Robo-taxis = one of the biggest monetization opportunities in…
Everyone is asking why isn’t Bitcoin going up? Pomp and I go through it as well as the “Academic” Fed and what to expect post Jackson Hole. Why Isn’t Bitcoin Going Up? youtu.be/-6Fre1zWtN0?si… via @YouTube
Industrials Momentum having one of its worst days of the year (white line inverted). Short mo is up and long mo is down. Historically, Mo TOP reversals in Industrials mark PMI bottoms.
Since Apr 21st, US 10 yr yields and DXY are unched. SPX is up 25%, BTC is up 33%. Since July 2023, DXY is down 2% and 10yr yields are unched. SPX is up 48%, BTC is up 290%. Remember this commercial, This is your Brain on Drugs from the 80s. Academic macro is the new drug.…
BTC or Gold? In this week's Substack, I ask if everyone would just agree that this is the end of the current Fiat system and they both win. visserlabs.substack.com/p/4222-is-the-…
The agentic world will explode crypto volumes in the coming years once human biases and fears are stripped from decision making.
The agentic world will explode crypto volumes in the coming years once human biases and fears are stripped from decision making.
Scott Bessent is sending a clear signal: The next Fed chair won’t be academic & backward-looking, it will be forward-looking and AI-driven. This implies a higher inflation tolerance today, with faith that AI productivity will be deflationary tomorrow. 🎥 Watch my breakdown:…
This week Pomp and I cover higher inflation targeting, gold revaluation, robotaxis, humanoids all leading to a regime shift. Why Bitcoin Is Going HIGHER This Year youtu.be/I7sAyIG28Jk?si… via @YouTube
The BBG Pure Size factor is having its worst 2 day performance in 1 year. You can see its strength rating in BBG including a 3.5 Sharpe so you know it is crowded and important. I like smallcaps for 3 major events coming. PMI jump. Fed cut. Potential court ruling against…
🚀 Q2 Earnings Smash Expectations — S&P +2.5% on the week, AI-driven demand powering industrials, and GPT-5 launches with software on demand capabilities that could disrupt legacy software forever. From Caterpillar’s record backlog to Bitcoin’s breakout; why this is a…
This week with Pomp $9 TRILLION 401k Bomb About To Hit Bitcoin youtu.be/lWMWOVqUzDQ?si… via @YouTube
The Institutionalization of Rebellion: Why Crypto and AI Are Winning open.substack.com/pub/visserlabs…
🚨 The AI Arms Race is here and it's the defining macro force of our time. From weak payrolls and tariff shocks to a booming AI buildout, we're witnessing a regime shift. The industrial era of AI is accelerating and most investors aren't ready. 📺 Watch now:…
Tariffs, Earnings, FOMC drama and AGI nears on this week’s episode with Pomp and I AI Boom & Bitcoin Will Lead To MASSIVE Bull Market youtu.be/d0JIEqTYers?si… via @YouTube
With one of longest streaks of NDX closes above the 20 day mvg avg and my Spec Basket getting hit hard and leading the last move lower, I expect a pull back in NDX below the 20 day mvg avg.
And for the PMI theme, Dallas Fed Man Outlook for Capacity Utilization jumped 18 points for largest monthly increase outside of covid supply shock in last 10 years. Texas should be the center of the power and data center buildout.
I created an equal wgt spec basket of stocks related to thematic ideas around ai, nuclear, crypto, quantum etc. Here is the chart overlaid with NDX. It led fall in Feb. I think this is more evidence of Mo rotation I expect.
STOCK BUBBLE? Or are we entering the most underappreciated industrial boom in decades? In my latest video, I break down why PMIs will be rising, AI is fueling a power crisis, and how the U.S. is reindustrializing under the radar. Watch Here: youtu.be/JfCKWYVu5jk
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