Source item
Open original source ↗This week @jvisserlabs breaks down why the AI trade already bottomed, how bitcoin fits into the future of markets, and why companies like $FIGR are outgrowing legacy banks like JPMorgan.
We also discuss inflation, the AI IPO wave with Anthropic and OpenAI, and how AI is reshaping everyday life...from raising kids to running a household.
YouTube: https://t.co/JPdzZqkmyY
Apple: https://t.co/ulemv660Vs
Spotify: https://t.co/ckqmQmphcY
TIMESTAMPS:
0:00 - Intro
0:50- Why stocks keep climbing despite AI fears
2:41 - Jordy's AI portfolio & calling market bottoms
7:05 - Inflation report & the Bayesian mindset
11:27 - Figure Technologies & the tokenization boom
19:47 - Why JPMorgan and legacy banks are at risk
24:18 - Bitcoin is the "S&P 500 of ten years from now"
26:14 - Anthropic, OpenAI & the AI IPO wave
31:25 - AI goes mainstream: his wife & raising kids in the AI era
42:43 - ICE deportations & the inflation debate
47:47 - Politics, protests & the AI data center fight
55:50 - Jordi’s weekly videos & how you can help him