Research area

Jordi Visser

Macro trends 02 Apr 2025

Navigating Markets, Fiscal Policy, and AI Hardware Shifts

The March 23, 2025 episode of Jordi Visser's podcast examines how fiscal measures, evolving market technical indicators, and the shift to embodied AI are reshaping market dynamics.

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Macro trends 30 Mar 2025

Market Uncertainty and Bitcoin Resilience

On March 30, 2025, the Jordi Visser podcast detailed how tariff pressures, worsening credit conditions, and a rapid AI buildout are reshaping market dynamics, while highlighting Bitcoin’s relative strength as a safe haven.

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