Macro brain Jordi Visser: Many established assumptions in macro are being challenged as we speak
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Macro brain Jordi Visser: Many established assumptions in macro are being challenged as we speak

1:08:34 Jun 19, 2025
About this episode
In this conversation, Jordi Visser and Pascal Hügli discuss the current debt situation, the impact of artificial intelligence on markets and productivity, and the evolving labor landscape. They emphasize that while the U.S. debt is a concern, it is part of a larger global issue. AI is seen as a transformative force that will enhance productivity and profit margins, but it also poses challenges for the labor market. The discussion highlights the interconnectedness of these themes and the need for a nuanced understanding of the economic landscape. They also discuss the relevance of traditional economic statistics in a rapidly changing digital economy and emphasize the importance of embracing AI for personal and professional growth. The discussion culminates in the exploration of Bitcoin as a revolutionary financial instrument, particularly in the context of AI and stablecoins.Chapters:00:00 Intro02:05 Understanding the Debt Situation06:14 The Impact of AI on Markets20:08 AI's Role in Productivity and Profit Margins30:55 The Future of Labor in an AI-Driven Economy35:01 Understanding Debt and Liquidity Cycles38:36 The Impact of AI on Employment41:37 Reconsidering Economic Indicators46:49 Embracing AI: Opportunities and Challenges56:10 Bitcoin as an AI TradeFollow Jordi Visser:https://x.com/jvisserlabsFollow me: Twitter - https://x.com/pahuegNostr - npub1qhx7lnggpv64f0wt5xyjj7h90qh5ewu35pspr66sj8alc4gvcfjqqn04l8Check out our sponsor Newhedge:https://newhedge.io/Newhedge is an analytics and intelligence platform for all the Bitcoin data you need! Get 50% off your subscription by using the code "Signal"! ?Our new book is live:Order from Europe: https://www.amazon.de/dp/1967693013Global: https://www.amazon.com/-/de/dp/B0F9W8Y283Thank you for subscribing to our channel! We’re excited to have you with us!#debt, #AI, #productivity, #profitmargins, #labormarket, #economicoutlook, #globaleconomy, #technology, #investment, #macroeconomics, #debt, #liquiditycycles, #employment, #economicindicators, #Bitcoin, #digitaleconomy, #stablecoins, #innovation, #investmentSupport the show
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