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The New QE Is AI and Crypto: A Deflationary Revolution of Agents, Tokens, Bitcoin, and Robotaxis 🇬🇧 EN

The New QE Is AI and Crypto: A Deflationary Revolution of Agents, Tokens, Bitcoin, and Robotaxis

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The speaker’s thesis is that AI investment and adoption are still early: strong demand, rising capex, and emerging AI agents could lift earnings and productivity while changing employment and company margins. · They expect market gains to broaden through retail trading, options driven squeezes, sma…

Jordi Visser / VisserLabs · 56:20 min · 2 de November de 2025

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New All-Time Highs for Stocks, Gold Cracks, and the Worst Jobs Market in 50 Years 🇬🇧 EN

New All-Time Highs for Stocks, Gold Cracks, and the Worst Jobs Market in 50 Years

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The speaker sees a split economy: weak hiring, rising financial stress and possible tariff-related downside in traditional sectors, alongside AI and crypto investment, earnings and adoption. · They remain bullish on AI infrastructure and Bitcoin over time, name ASML as a favored stock for next year…

📊 Predictions

Jordi Visser / VisserLabs · 57:35 min · 26 de October de 2025

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