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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 puts out investing YouTube videos. In this conversation, we cover Tesla’s robo-taxis, inflation, interest rates, and the U.S.–China trade dynamic. Jordy also shares how he’s positioning his portfolio, and what Bitcoin, gold, and market psychology reveal about where investors are headed next.
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