As ever, a fascinating chat with my friend
@jvisserlabs on AI, crypto, and hedge funds' future...
Enjoy!
00:00:00 Introduction
00:00:54 The Big Picture: AI, Crypto, and Macro
00:02:25 Jordie Visser’s Background in Macro and Finance
00:03:30 AI’s Disruptive Impact on the Economy
00:06:32 Rethinking GDP and Productivity
00:08:59 The Future of Labor and Profit Margins
00:10:49 The Rise of the Speculative Economy
00:14:41 Generational Shifts in Investing and Risk-taking
00:16:18 AI and Crypto: A Global Network Effect
00:19:38 Stablecoins and AI-Driven Market Volume Growth
00:24:28 The End of Traditional Hedge Funds?
00:31:16 Deep Research and the Power of AI Analysis
00:35:29 The Acceleration of AI and its Economic Impact
00:41:02 The Growing Crypto Adoption and Its Role in the Future Economy
00:44:22 Shifting from Fear to Optimism in Markets
00:50:27 The Political and Economic Challenges Ahead
00:56:01 Quantum Computing and the Next Leap in AI
01:02:06 Closing Thoughts: Preparing for a Radical Future