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Jordi Visser is a macro investor with over 30 years of Wall Street experience. He also writes a Substack called “VisserLabs” and produces deep-dive investing videos on YouTube. In this episode, we unpack the latest market pullback — why prices are dropping, why investor fear has spiked, and whether this is the start of a bear market or simply a healthy correction. We also break down asset performance, where Jordi sees opportunity, and the signals that could mark a reversal — plus a quick look at Bitcoin’s volatility and what it means for long-term investors.
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Timestamps:
0:00 – Intro
1:48 – Why is fear spiking? What’s driving the sell-off?
5:51 – Expectations vs. reality + seasonality trend
10:25 – Nvidia beats… so why did markets still sell off?
14:16 – Is Bitcoin’s 30–35% drawdown normal?
19:18 – Why this sell-off feels different
24:42 – Fed December rate cut, jobs data, & midterms
30:28 – What signals would mark a real market reversal?
34:06 – AI, leverage, and private credit
38:38 – Innovation drives the market long-term
45:20 – Thanksgiving break announcement