Description
In this episode, Jordi Visser joins the show to discuss how exponential technologies, shifting demographics, and rising wealth concentration are quietly reshaping the economic landscape in ways traditional macro models can’t capture. He hints at why AI, deflation, and political incentives may matter far more than the usual data releases and how Bitcoin fits into this evolving world. Enjoy!
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Timestamps:
00:00 Introduction
05:15 Why Tech is Breaking Old Macro
12:04 Grayscale Ad
12:41 How to Think About AI Disruptions
19:14 Transition From FCF to Debt-Funded
25:04 .Com Comparisons & Infinite AI Demand
29:05 The Genesis Mission
31:10 Grayscale Ad
31:58 The New Reality of Today’s Markets
36:47 Deflation vs Inflation Risks
39:58 Mike Green’s Viral Post
41:52 Debt Doom Loop & Curing All Diseases
45:35 Fed Buying Corporate Bonds
47:25 Bitcoin’s Digital Moat
54:25 Final Thoughts
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Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
#Macro #Investing #Markets #ForwardGuidance