PERSON DIRECTORY
Jordi Visser
Host of Jordi Visser. Jordi Visser appears in 3 indexed conversations across Jordi Visser. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
A Bear Market Inside a Bull Market
Jordi Visser sees a “bear market happening inside a bull market”: Magnificent 7 stocks make highs while IWM/QQQ and rate-sensitive sectors trade at bear-market levels.Quiet credit spreads, jobless claims and earnings up 17% challenge the rate-doom trade, while Meta’s Muse makes consumer agents a 12-month catalyst whose hype could fuel multiple compression over the next 3 months.
The Market Didn’t Crash, Humanity Didn’t Die — But Crypto Just Broke Out
Crypto has broken out: Visser’s 46-name index rose 32% YTD, with 43 names above their 50-day and Bitcoin implying 15% upside.He argues AI agents, not humans, will generate on-chain flows as stocks absorbed 5.02% 10-year yields, $110 Brent and a hawkish Fed.Tokenization arrives with 23-hour weekday trading December 6 and a five-year exemption, while Clarity Act remains stalled.
The AI Crash Is Over. Here's What Comes Next
The speed-crash low is probably in: the Qs rallied nearly 10% in four days, breadth broadened to multiple all-time highs, and factor volatility collapsed.Yet compute demand is accelerating, with B200 rental prices reaching just under $4 per GPU-hour and Visser reporting no instance of deceleration, while agents are already reshaping hiring.Future risk management centers on thematic breadth and factor volatility rather than generic index puts, while Bitcoin remains macro-supported but unconfirmed above the referenced level.