Macro, AI, digital assets, market structure

Find the signal. Identify the alpha. Build your agency.

Jordi Visser helps subscribers understand, navigate, and participate in a world being transformed by artificial intelligence. In a world changing faster than people can process, Signal creates clarity, Alpha reveals opportunity, and Agency provides the power to participate.

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Signal clarity through noise
Alpha themes and opportunities
Agency skills to act

Subscriber journey

More than content. A framework for adaptation.

AI is advancing at an exponential pace, creating enormous opportunity alongside unprecedented noise, complexity, and confusion. AI Macro Nexus is designed to help people understand what is happening, recognize where the opportunities are, and develop the ability to act on them.

Pillar 01

Signal

Videos, writing, data-driven research, market analysis, and broader frameworks that turn an endless stream of information into useful insight.

Understand what is changing and why it matters.
Pillar 02

Alpha

Research into the companies, industries, technologies, and investment themes positioned to benefit as AI expands from infrastructure into applications, agents, robotics, and the broader economy.

Recognize where value and opportunity are emerging.
Pillar 03

Agency

Practical AI skills, tools, workflows, personal knowledge systems, and confidence-building lessons that help subscribers move from observing AI to using it.

Build the ability to participate and act.

Start with public signal. Go deeper inside the community.

Use Visser Labs as the front door. Visitors can follow the daily conversation, watch the weekly video work, read essays, and connect professionally before subscribing.

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Fastest takes

X

Market threads, real-time observations, and the highest-frequency signal around AI, macro, Bitcoin, and investor behavior.

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Weekly video

YouTube

Long-form explainers that connect market action to the AI buildout, productivity, infrastructure, and portfolio construction.

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Essays

Substack

Written frameworks for people trying to understand exponential change without getting buried by headlines.

Read essays
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Professional updates

LinkedIn

Research highlights, institutional context, public posts, media appearances, and AI Macro Nexus updates.

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Recent video

AI's Speed Crash: The Structural Bull Market Isn't Over

 Momentum Is Crashing, Bitcoin Is Bottoming, AI Agents Are Rising YouTube thumbnail
Recent video

Momentum Is Crashing, Bitcoin Is Bottoming, AI Agents Are Rising

 The AI Mid-Cycle Slowdown YouTube thumbnail
Subscriber funnel

The AI Mid-Cycle Slowdown: OpenAI, Anthropic, and the AI Price War

Signal into alpha

The AI trade is not one trade anymore.

The public content introduces the framework. AI Macro Nexus connects the structural AI transformation to its economic and market implications so subscribers can see where value may be created next.

Agentic AI AI infrastructure Power and grid Market rotation Productivity Bitcoin
ThemeAI

From infrastructure to applications

The next phase is about who benefits from AI, not just who spends on compute.

ThemeMacro

Speed crashes, volatility, and positioning

When exponential trends become consensus, the tape gets harder. The framework matters more.

ThemeEnergy

The physical bottlenecks of intelligence

Power, memory, cooling, sensors, and materials are becoming market signals, not side stories.

ThemeCrypto

Bitcoin inside the AI macro regime

Digital assets are part of the broader question: how capital moves when technology accelerates.

Visser Labs
Handicap the future. Do the work before the odds move. Separate process from outcome.

How Jordi thinks

The framework started at the racetrack.

In Jordi's essay on handicapping the future, he traces the roots of his investment process back to lessons from his father at Monticello Raceway: study the form, assign probabilities, question consensus, and look for moments when the crowd has mispriced the odds.

That personal story makes the Signal, Alpha, and Agency framework feel less like a slogan and more like a way of thinking. Signal is doing the work before looking at the board. Alpha is recognizing when your odds diverge from the market. Agency is having the discipline and confidence to act, or to sit out when there is no edge.

Read the essay Join the framework

Go deeper

AI Macro Nexus is built around Signal, Alpha, and Agency.

Free content helps people discover the framework. The paid site organizes the deeper research, market notes, weekly videos, live workshops, replays, AI investing tools, and instructional material into a subscriber journey designed for clarity, opportunity, and action.

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About

Markets, technology, and behavior through one lens.

Jordi Visser has spent more than three decades in financial markets, including serving as a Managing Director at Morgan Stanley, a Macro Portfolio Manager and Chief Investment Officer at Weiss Multi-Strategy Advisers, and now leading AI Macro Nexus Research at 22V Research.

Visser Labs began as a way to help investors and asset managers understand disruption from AI and digital assets. Today, this site works as the public gateway into a community built around Signal, Alpha, and Agency: clarity about what is happening, insight into where opportunity is forming, and practical ability to act.

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Contact

Choose the right path and we will route it quickly.

Use the subscriber contact for AI Macro Nexus questions. Use the speaking and podcast contact for interviews, events, media, and appearances.

Subscriber questions

For AI Macro Nexus subscriptions, account questions, institutional access, or subscriber support, contact Mark Whaling.

mwhaling@22vresearch.com

Speaking events and podcasts

For interviews, conferences, private events, podcasts, or media appearances, contact Visser Labs.

info@visser-labs.com

Find the signal. Identify the alpha. Build your agency.

Join AI Macro Nexus