The Pomp Podcast - How To Grow Your Money In AI Revolution | Jordi Visser

Episode Date: May 30, 2026

Jordi Visser is a veteran macro investor with 30+ years of experience and the author of the VisserLabs Substack. In this conversation, we discuss why the stock market keeps hitting all-time highs despite bad news, why AI and biotech are more underappreciated than most people realize, how Eli Lilly's AI partnerships could transform longevity and chronic disease, and where Jordi thinks you need to position your portfolio to actually compound in an exponential world.======================Need liquidity without selling your crypto? Take out a Figure Crypto-Backed Loan, allowing you to borrow against your BTC, ETH, or SOL with 12-month terms, 8.91% interest rates, and no prepayment penalties. Or check out Democratized Prime (https://figuremarkets.co/pomp) and earn ~9% APY on real world assets, paid hourly. Unlock your crypto’s potential today at Figure! https://figuremarkets.co/pomp Figure Lending LLC dba Figure (NMLS 1717824). Loans subject to approval. Crypto collateral may be liquidated. Terms apply - see full disclosures at figure.com/disclosures/======================Uphold is the easiest way to buy and sell crypto unlike any other platform allowing you to trade in just one step between any supported asset. Check them out at https://www.uphold.com/pomp/ This video includes a paid sponsorship with Uphold. I’m compensated by Uphold for promoting its products and services and may receive commissions from referrals. Terms apply. Not available in all jurisdictions. Digital assets are risky and may result in the total loss of your capital.======================Arch Public is an agentic trading platform that automates the buying and selling of your preferred crypto strategies. Sign up today at https://www.archpublic.com and start your automated trading strategy for free. No catch. No hidden fees. Just smarter trading.======================0:00 - Intro0:35 - Why markets keep hitting all-time highs despite bad news10:30 - Consumer confidence, savings rate & what it means16:02 - Running the economy hot — who wins and who loses19:30 - AI + biotech: why Eli Lilly is the sleeper story31:27 - How AI will improve education, finance & health38:48 - Why your wealth manager may be failing you in the exponential era

We are in the first inning of the most disruptive supersonic tsunami we have ever seen. And so if you want to compound money, you need to be involved in the... What's going on, guys? Today, we've got a great conversation with Jordy Visser. In this conversation, we're going to talk about why everyone is so enthusiastic in the stock market, what's going on in the AI space, how biotech and AI is drastically underappreciated, and where Jordy thinks people can put their money today and actually get a return going forward. This conversation covers a lot of nuanced ideas and things that Jordy hasn't talked about publicly before. So I hope you enjoy my latest conversation with Jordy Visser.

All right, Jordy, let's start with the market seems to be very strong. Even when we get bad news, the market doesn't really sell off. And so it feels like there's this persistent enthusiasm now that has returned to stocks. And I recently saw that there's even like this retail investor feeding frenzy. They are buying more stocks than they've ever bought before, even more than during the meme stock craze and so what's your take as to why is there so much almost euphoria that's now entering the stock market i feel like every time that i go to maine and i come back here we just dive right in i'm in i'm in a library which i mean i literally just wrote a sub stack saying i don't read books anymore i feel a little around you a little out of comfort not seeing eagles and

porcupines and everything i saw last week uh but okay we'll we'll go off the fact it's my first time in here uh i think this was a week that kind of showed just we literally had over memorial day weekend hope that there'd be a deal that tankers will be going through the straightforward moves the market trades up on monday while we're closed and then you get a couple bombs being dropped some skirmishes the market stays up then we get more news which seems like it's even worse the market falls a little bit and by the end of the day we get another talk about okay the truce is still ongoing we still have no tankers going across the reason i'm i mean when markets handle good news well and then for bad news they barely budge it just says that you i mean that's

the definition of a bull market. And I don't see this as speculation other than the pockets that are obvious, which are really in the memory names of which there's three names and the size of them is so big. But other than that, there's no way to look at the fact that the market's made, I think, 21 new all-time highs so far this year. And we're barely five months, or as of today, we're five months in. So we're on pace for having 50 all-time new highs. And I didn't think we'd be doing this, but this is clearly a representation of what artificial intelligence is doing to the market. And now we've got oil falling faster. And even though there's going to be shortages, there's going to be a reality that sets, and we still don't have any tankers going through the

Strait of Hormuz, and we have bottlenecks all over the place, unless this is going to turn into something much bigger, and we're not going to have any going through for months and months and months, which doesn't seem likely at this point, I think the best market or the worst we're going to see out of the market in the near term is some kind of consolidation or minor pullback without oil and inflation going significantly higher. Now, I recently saw that the Buffett indicator that everyone always talks about, it's at like 235%. It's the highest ever in history. And so a bunch of people are yelling and screaming saying the stock market is so overvalued. It's the most overvalued it's ever been. At the same time, you can go and you can look at the data of, okay,

the stock market's up 9%, 10% to start the year and earnings are up 14%, 15%. And so actually stocks are getting cheaper, even though they're at these kind of extreme valuations. And so when you actually look at the health of the market, the other component I think people will say is, oh, there's only a couple of stocks. It's only a couple of AI stocks that are driving this whole thing. But the S&P equal weighted, that's at an all-time high as well. And so do you still feel like this is a thing that is being driven by actual earnings and kind of the underlying fundamentals? Or do you worry that now we're entering into some kind of euphoric phase where, yeah, we've gotten 21 all time highs, but you know, there could be some sort of pain around

the corner. The reality is profit margins are growing and earnings are growing until that changes, which, you know, the breadth of profit margins is not good. Um, it is isolated to mainly tech companies, but that's been the case now for 17 years. So there's two ways to look at this. Um, first of all, the Buffett indicator to me is more of a bullish thing than a bearish thing. Every time I hear people say this, and I reflect on it all the time, we talked about it during Liberation Day last year. The reason it was a positive is because every time someone on the macro side calls me up all bearish when we start bombing Iran, when Iran starts shutting down the street, when Liberation Day happens and we're worried about tariffs, and we all come back to the same reason, which is exactly where we are now versus last year. It is a form of taco. I mean, I hate to say it, but there's no way that Trump can continue. And we've seen no real bombing. Every time the U.S. bombs, what do they say? Truth is still on. This is just, you know, minor skirmishes. This is. And the reality is we're a financialized economy. And if we want to help, which we do through transfer payments, it's a major voting block. We can't allow people to lose their jobs.

We can't allow gas to go up to $10 a gallon if we have control over it. And I think Trump has figured a way to say, OK, if I keep bombing, then it's going to take longer. And I've run out of time. We've used all the buffers. There's no question about it. Inventories are being drained. Strategic petroleum reserve is being drained.

And so I think people just have to realize that the Buffett indicator is a representation of what you said, earnings and profit margins, which are growing exponentially. Small businesses are having trouble competing with large businesses. Most of the companies in the S&P 500 that are working are technology companies. Now you've got derivative technology companies, which are related to the infrastructure. Soon you're going to have health care companies and pharma companies and things like that that are benefiting from longevity with AI. All of these things are just going to continue. And what you're doing is you're going to continue to have this situation where the Buffett indicator, when it starts to fall, because stocks have fallen 20%, then either the central bank end or the government has to come in because they can't allow it to fall down.

Now, the MSCI World Index X US is also at an all-time high, which suggests that this is not just a domestically driven bull market. This is kind of a global, almost generational bull market that we're living through. What do you think is driving these other countries or other markets outside the US? It's the same thing in the U.S. We import a lot of things for artificial intelligence. The data center build out the optical side, obviously memory with inside my artificial intelligence thematic portfolio. I think there's 15 to 20 names that are international, semiconductor companies like ASML and Soytech and chemical companies like Ajinomoto out of Japan. All the Japanese ones, all of the Korean ones, the memory names, they're the major winners. But also countries like Germany build a lot of things like Siemens Energy and stuff. So when you have a manufacturing need, which is what we have when PMIs are up, it usually brings in other countries. The big thing for me is most of the other countries of the world suffer from what's happening with energy. They don't have the same situation as the US. They don't have unlimited natural gas. They don't have the situation of being the largest exporter of energy. So with that situation, when I see global markets still doing well, when Korea and Japan are doing exceptionally well, and these are countries that depend on importing chemicals

and oil, that is usually a very strong sign that this is not just an isolated thing in the US, but you have to think about the AI trade being a much bigger thing. And I'll just add one more thing for people who don't realize this. Johnson Red Book is a weekly release that shows consumer spending. So it's kind of like retail sales, but it comes out every week. The Johnson Red Book most recent reading is up about 9% year over year. It's accelerated during gas prices going higher. So you can't get past the fact that the PMIs are still trending higher and strong.

Transportation and flatbed rates are high X oil, which means the shipping part of the economy is strong, which is confirmation on the first. Earnings revisions don't stop. they've continued to move higher and global markets are seeing strength. So when you put all that together to be worried about something that is already old news, meaning I hate to say it, but oil doomers, it's old news. It doesn't mean we won't have inflation stay above 4%. It doesn't mean that we won't see problems in the second half of the year. But I think people that have been too fixated on when the floor is going to drop out or missing the point that the AI

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Go to figuremarkets.co slash pomp. Now we know that more than 50% of Americans look out 12 months and they believe the stock market will be higher, which I think is a pretty bullish signal. At the same time, it went through the internet this week that the savings rate has dropped 3%. percent and people were freaking out about that. Do you see any sort of correlation of, you know, people are becoming much more kind of risk takers at the same time that the savings rate is depleting? One of the big mistakes that people make is the savings rate should decline when people are feeling optimistic about their jobs, the stock market, whatever the case is. So, you know. You mean they're deploying their capital or they're spending money out of the stock or

whatever the case is, they have huge savings that are being built up in the stock market. Um, I know that people talk about the fact that most people don't have money in the stock market. The reality is pension funds represent a good portion of people in the country. They have money in the stock market. So when the stock market's going higher, the economy and people's ability to spend money is still there. So I, this, this whole thing fits in the more you read X.

And this is one of the reasons why I think, you know, you gave a stab from the university of Michigan, which differs from what's happening at the headline consumer confidence level. And everyone tries to write it off as, this is just politics, this is just this. I don't think it is. I do think it's two factors. One is, there's no doubt that when you spend a lot of money and your wages are not growing at a fast pace, your house is not going up in value and you're kind of trapped in it, which is the reality for most people in the country.

You're worried about AI, you're worried about all these factors. You do have a political bias because of the polarization, but then you also have the doomers in X and you have all the news, which is geared towards scaring people. I think at the end of the day, it's more of a fear factor that is also representation of the amount of information that we're getting as an overload and all of these negative things, which just continue to be brought out. And one of the factors that I think is becoming more of an issue, I think countries of the world, particularly China, does not want the U.S. to have an optimism on AI. They want data centers

to be stopped. It is a race towards getting global power of AI and actually being able to deploy it across the globe. And I think slowing it down here, making it more of a political thing, which seems to be working, at least reflected in consumer confidence, is just the nature of where we are. I saw a video, I think it's Andover, New Jersey. There was a kind of a town hall and they decided they were not going to have a data center built there. And immediately the entire room stood up and was like standing ovation, you know, clapping. And I don't know all the details. And so maybe there was legitimate concerns or whatever, but it did strike me as kind of these two worlds. In the same week that I see that video, I also see Anthropic come out and say

they raised $65 billion at almost a trillion dollar valuation. Their revenue is now $47 billion dollars annualized and so you say to yourself well like that growth needs to be supported by power hardware compute right all this stuff if they want to continue to grow like we're going to get the data centers they may not be in andover new jersey but like they're going to go somewhere yeah we're living in this real-time situation where um the distribution of wealth problem is real um in the same way like if you take the andover situation for a data center and you say, okay, that's one side and that's residents. But then you go to a college having Eric Schmidt speak at it where he gets booed. I mean, Eric Schmidt created a tool forever,

was part of a company that- Probably helped a lot of those graduates get to the finish line. Yeah. And again, because of what Google has been able to do, they bought DeepMind. They're going to help people live forever, all of these different things. But imagine Steve Jobs being booed for the iPhone. But we're at that stage now where the distribution of wealth problem has caused such a huge problem that whether it's residents in a country caring about or in a county or a city caring about their kids or its students, you know, 20 years old that are booing one of the fathers of the greatest thing that they've ever been able to have. That just shows kind of this Schumpeterian thing of heading towards socialism, heading towards this

distribution of wealth problem. And I don't see it getting better based on artificial intelligence. So I think if people are looking for when is this going to get better, when is consumer confidence going to go higher? Well, unless we have some kind of hiring boom or unless we go into another pandemic, the government floods everyone with money so that they can YOLO again. I don't see this happening. So I think this is this permanent trend. So when you see these charts and you're like, okay, this has to snap back. This has never happened. It's not a bearish chart. It's just a representation of the distribution of wealth problem that's happening around the globe. And it will remain something that the government's number one, have to print number two,

that Buffett indicator fits right in with it. He can't let the Buffett indicator go down. You have two choices. I have to keep this thing afloat and make sure I'm supporting this financialization of the economy, or I have to allow a great depression to reset everything. And that's not an option. So you're left with the first one, which is just make sure that, as this administration said a year ago, and people didn't listen to it, OK, we've made the decision. We started the tariff thing. Now we're going to run it hot.

We're auto-bullying. We're going to run this hot. They've been running it hot. They're going to continue to run it hot. What do you think are the downsides for the wealthy people when they run it hot? Are there any? Like, we know that the downsides are for the bottom of the K-shape, right? But are there downsides to the folks who have high income, have assets, et cetera, when

they run it hot? Um, I, again, when you say downsides, it's really hard to say, um, how a wealthy person suffers if asset prices are going higher, they continue to go. I could say that it'll be a different story three years from now or four years from now. I could go through some of my futuristic things on abundance and how abundance is not good for people that own scarce assets because wealth turns into scarcity. You own, you take your money and you put it into assets that are scarce. And that means you're trying to find a way to go.

If I believe in abundance and I believe that all art will have a rep, you know, a completely replicated thing where you don't know what's real or not, I could say that that does it. I could say that the blockchain starts to become the bigger asset and that the wealthy people will never accept the blockchain and will never kind of go into it. I can come up with all these different ways, but I've joked about this before. I think, um, the ego that's associated and what people have as they've made money and having worked in wall street for a long time, I think the greatest risk to people that, um, have made a lot of money is that it gets hard to make money in the future. Uh, it's hard to have a job. People do look upon how their kids are doing. You see it at baseball games, yelling at their kids or doing this and that because they're not living up to what they said. I just think the economy is going to go through a very different stance where the way we view money and the distribution of wealth, I do think there's going to be a normalization because of education, because of commoditizing the ability of intelligence. you know, on a side note, and this is something that I think is important. I've had the luxury

with being connected to you to go to a lot of your events and at those events and at the dinners afterwards, I meet a lot of people and these people are grateful for having people like you and me talk to them at a level that kind of makes them feel like they have a chance or at least give them the chance to have a little bit of that feeling, maybe not of being in the top 1%, but of making some money trading, of being involved in things, maybe getting invested in things, maybe learning how to use AI. So this week I made the decision because the question I've been asked the most as a crowdsourcing person is how do I start with AI? So for the first year it was, how do I use it? What do I do? Can you give me a tutorial? So I did a tutorial,

did a video series. And I realized in going through it that most people kind of did that, but they didn't do anything else. And I realized that showing people how to like use it, especially with chat and things like that was not enough. So I did a video that it's, it's released on YouTube and it is titled, how do I start with AI? And it is meant to show people how easy it is. And they can do the journey that I did. And it will take them literally a weekend to get to the point, in my opinion, where they know enough about the computer. They know enough about the difference between chat, cowork and code. So action, using them to do things, building things. But then finally at the end, setting up open cloth, setting up Hermes agents. And I think once you do that,

the greatest power you can get as someone who maybe doesn't feel like they're participating in the economy. If you do that with AI, I think you're underestimating the impact that will have on your life and your, your kid's life. Another area where there's a lot of impact happening that people may not realize is in the biotech space, it seems like there's people at a very high level who are like, hey, AI plus biotech should be valuable and really have a positive impact on people's lives. But we haven't really seen tons of examples yet, other than the one guy cured cancer, I think, in his dog in Australia or something, right? So there was these cool moments of genius, but where's it showing up in big companies? I think you're getting excited about

Eli Lilly and some of the stuff they're doing. Can you explain? Yeah, I've written a lot of pieces about Eli Lilly and, um, GLP ones over the course of the last few years. But in particular, I wrote a paper on Eli Lilly in October, I think it was October of last year. And it was how they are an AI trade. They're part of my 100 name thematic portfolio. They're the only healthcare name that is in there. Uh, they just released earnings. Their revenues are up 55% year over year. And I want 55% and they're a trillion dollar company, 55%. I want people to hear that number 55%. Now, these are the types of numbers that you're talking about with Nvidia. These are the types of numbers. So this is related to, um, GLP once, which again, they've had a huge impact on

the world. I remember when friends of mine that were doctors, uh, including a family member said, this is a life changer. I've seen people's lives change. Now this was years ago. This is when it first came out and their description was, no, no, I've had people that mentally have like become a different person. Like their addictions are gone. All of the things that people have now heard about, I had heard about it at the very early stages. People are still fading the impact that it has on, you know, chip companies and fast food companies. Like it is, it has had a real thing. The reason I bring that up for this, I'm getting more excited about longevity and this connection And because Eli Lilly has had so many announcements over the last six months related to AI, they are in partnership with Insilico.

They are in partnership with Isomorphic Labs of DeepMind. They are in partnership with NVIDIA. They are buying up companies left and right. I'll be talking about this in the video. So I'm getting more excited again. Eli Lilly, if this was a tech company back after the iPhone came out, all of these tech companies were buying Instagram. All of these became major things. What I see on the biotech side are ideas.

There was a wave of biotech companies that came out, I think, before COVID, maybe after COVID even, because of Moderna and this whole situation. But there's been waves of, oh, let me get involved. And that was the only IPOs that were happening for a period of time. Now, to IPO a company, a biotech company, you have an idea. It's not proven yet, but you have an idea. And in a lot of cases, what ended up happening was this great idea, the scientifically based idea, maybe it made it to the 20 yard line, but it couldn't get inside the red zone and

it just couldn't get over the finish line. Well, that's IP that has failed. Okay. AI bolted onto that. This is much better than the enterprise software arguments I hear because pharma is such a hard thing for a generalist to get involved in. And biotech is more of the beta side. I'm getting more interested in Eli Lilly. I talked about Corning back in the October,

November period at the same time. The similarities with Eli Lilly as a company that was formed in 1876. So yes, it's on its 150 while the US is on its 250 birthday. I think people should be spending a lot more time on, hey, I want to make money on longevity. I want to make money on all of the problems we're going to have with entitlements, which we're going to run into a major problem. The government is trying to get costs down or prices down. Eli Lilly is focused on getting price down. And you have to remember Jevin's paradox. Right now, I think their stock would be up significantly more if they could actually sell this to more people, even though the price would come down. So they're working on reducing the cost of all this stuff. They're using

the capital they're doing to buy, to make AI labs, to do these partnerships, to acquire companies. It's a very, very interesting story that is kind of the, in my opinion, the human software side of what the next decade is going to look like for curing diseases. Now, when we look at the technology itself, obviously context, data, all this stuff really is valuable. One of the most interesting products that I've seen come out is similar to what we've but with Sylvia on the finance side,

ChatGPT came out with, they called it GPT Health. And it was, you could put your own personal data into this. Now the data is frankly, you know, what's your heart rate? What's your sleep? You know, kind of what I'll call

consumer analytics. I have seen people do certain experiments online where they basically are taking their DNA sequence from like a 23andMe or something. And then they're uploading it into an LLM and they're starting

to get a little bit more information. And you can see that, okay, well, if you're Eli Lilly, you probably have access to way bigger data sets and you can start to do some of this stuff. How much of this is, uh, what I'll consider like consumer, you know, type things that they were going to create. They're going to create software. They're going to create that versus this is when I think of pharma, they're going to do drug discovery and be able to create, for example, this like cholesterol shot that, uh, that everyone's talking about. Okay. So to answer this, I'm going to actually give you real stories,

two separate instances of this in the last three months. And I'm going to start it off by saying, if you haven't, did you listen to the Olin podcast this past weekend? I did not. So Gavin Baker was on it. And Gavin Baker talked about a situation with a hedge fund manager. He didn't give the name who, uh, has a child that has, I think a rare disease committed his time and money to investigating and trying to find a solution to the problem. Now I worked for someone who also had a grandchild with rare disease and it's an orphan disease. And it's a very, um, painful thing because it's not a big enough market for people to spend enough money. So they have to go raise money on their own. They have to go through it. So I saw this from the perspective of way

before AI, apparently from this, and I'm probably butchering this, but you guys can go listen to it on your own. It'll fit into the bigger picture of what you asked, which is this hedge fund manager went off and did his own research. And this is the whole point of what AI allows people to do. You don't need to be an expert in pharmaceuticals. You just need to go investigate this disease and go through every potential thing that had ever been tried, any angle that may work and eventually connected the dots. And in the case of this, I don't know if it's completely solved, but let's just say has made huge advancements in in the child's health i have personally had conversations and if one of the the people is listening to this um i'm not going to give your name but

came up to me after events i spoke at over the course of this year uh and one of them in particular said we had a child or we have a child that had was having all of a sudden behavioral changes out of nowhere was doing all this investigative work all of the doctors and could not come up with anything. They committed their time. They were using open claw, everything to do as much research as possible and eventually identified it as a mold problem inside their house. I've had, I've had this exact situation come up twice with people saying it was a mold problem, which is unbelievable to me. The second one was unsolicited after I had told this story, but said, oh my God, I just had a friend that had a very similar story and ended up being a mold problem because mold in your house

from like a flood, you're not going to see where it goes. So those are investigative work where people actually solve the problem because of the love of their child or relative. So you're going to see a lot more of this. And this fits in for GPT health. You're going to have the same situation. I already have done this. Now, I was already doing this before they put this out there. What I was doing is, as I've talked about, I'm focused on longevity.

I want to stay the same age for as long as I can, but because the technology is coming. You mentioned the shot that Eli Lilly is involved with, with this place they purchased a year ago, Verve. You have to go read. I mean, cholesterol is a really big thing in this country for a lot of different people, and now they're knowing what they should go do. So if you think about the angle I said, we're doing research, we're trying to figure out how to do this orphan disease, and then you go back to Eli Lilly. They're doing the same thing, triangulating on things that they already know about the GLP-1s, which have far more consequences in terms of the impacts that it can have for chronic disease, and that's really what we're talking about. So if you want to control your health, input your data.

I have my blood work in there. I have all my aura ring data. I have my data from my watch. And I want to make sure my blood work aligns with this. If something changes and it shows up in my blood work and it shows up in this, I have at least some sort of real-time information. And if I want to diagnose something, I can just go back and it has all my information. It literally becomes a doctor of asking questions.

And so I think people have to start to accept the fact that between people using it to be investigative, those situations help the pharmaceutical companies that may have the drugs out there because this person is doing work for them using AI. For Eli Lilly and for companies that are trying to solve problems, they're able to do the same thing with supercomputers now, which is just starting. You're just getting it. And when you connect alpha fold and protein folding to it, you're getting powerful. So why wouldn't you be doing the same thing personally to try and make sure you're staying on top of things and you're not ending up in the same situation. Today's episode is brought to you by Uphold. Are you someone who's tired of juggling

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child to learn, what's the best way for them to learn? One-on-one tutor. Now, super expensive, very difficult, right? How do you find the teacher? All these kind of issues. The promise of AI in education is you can create a personalized one-on-one learning experience for the child and do it at scale. So very, I think, admirable strategy that people are going after, but that very elusive one-on-one tutoring would be amazing. If you think of health, well, what would be the best way to ensure you're the healthiest possible? Personalized one-on-one experience that your data is used with somebody who is smart, who can oversee your stuff, whatever. Well, what about finance? And so one of the things that's interesting with Sylvia is that

one-on-one personalized insight. We now have the hard data. The more you use it, the faster your net worth grows. So you start to see this, you say, wait a second. If in education, the more you use this technology, the more you learn. If in health, it comes out that the more you use this, the healthier you are. And in finance, the more you use it, the faster your net worth grows. the like anti-AI crowd, they're going to be in shambles. I mean, how do you, how do you go to somebody and say, Hey, by the way, there's this magic technology that makes you smarter, healthier and wealthier. Right. And so I think that there's still this like dominant narrative of like, is AI bad? Is it going to take people's jobs? Where are the data centers going? Whatever. But I do think

over the next 12 months, you're going to start to see all of these use cases show up where people are saying, wait a second, this is actually making my life better. Right. And I think that you saw that with the Eli Lilly announcement of, hey, if there's a shot that people can take and it is going to positively change their cholesterol, you're going to have a very hard time convincing people that this technology is bad, right? All right. Let me connect the thread through everything we just talked about for the last seven minutes. So you mentioned financial with Sylvia. You mentioned health. You mentioned education. Those are kind of the foundation of life like that's it like okay every single part of what ai does is personalize it so

the systems thinker in me if someone goes oh one-on-one tutoring is the best way yes and no it is for sure because you're getting the attention any questions you have you're feeling comfortable asking all of the inhibitions and all the things that separate kids that I don't want to ask a stupid question. I don't want to do this. The real thing is the teaching becomes customized to you. It's personalized. If you're a visual learner, you learn through that. If you're a music learner, you learn through that, whatever the case is, you find ways with your child through trial and error and be like, okay, they don't respond well to that. Oh, that's personalization for your finances. Same thing. So before I, the finances and the health,

I want people to think about their favorite mystery show or movie or whatever. You're watching a show and you know you're on your game, you're like, I want to figure out who the killer is. I want to figure out who committed the crime. We have to watch every scene because there could be clues in any single scene. The way that you become, find cancer in your body faster than what a doctor will, they have to ask you questions. You have the data. It's personalized. So if you always impact, hey, I woke up today and I felt bad. My hip was hurting me. My right leg was hurting me. Um, I did some stretches and those stretches seemed to work. I did some foam rolling that worked. I took some Advil. It didn't do anything. And you keep track of that every single

day for your entire lifetime. And then all of a sudden, six months later, you're like, you know what? My left hip is really bothering me. Have I ever mentioned that my left hip was bothering me? Well, they have all of the information that you had. It is impossible to remember those clues. And once you get to that, it is the only person, not the doctor, because you don't remember that your toe was hurting you on your right side. And so by keeping all this information in there, you're giving it the data to solve the mystery at the end. Without it, I've seen this happen too many times. A very close friend of mine ended up having cancer in her hip. Not something you ever hear. They caught it at stage three or four. It was very late. Now she lived, survived, very close friend of mine, love her to death. She went to the doctor and had so many tests done, but not looking for cancer. And so eventually, of course, she went to Sloan Kettering, very different than going out to a Long Island hospital and you go to the right place and it was found.

So I just think people should think about their finances, their health that way. The education thing for your kids, you know, that customization, think of AI, think of them learning that way. there's no doubt about the fact that that's the way you're going to learn the most but for those other things if you want to improve and what you talk about with sylvia everyone can save money on their taxes every money can save money if they have all the data in there and someone is saying to you hey you know if you would have done this you would have done x it's one of the reasons why i believe that what will be happening to all people with investing is the agentic world is

going to make them move money into there and become less panicky because computers are not going to be making the same doomer stories that everyone else's yeah you know what's interesting is um we're talking about these as silos but one of the things that i've been very interested in is um people talk about you know like the jarvis right like hey how do i get something to control my home or you know my personal assistant whatever i do think that there's going to become very interesting things by pulling this stuff together it's like one of the jokes i tell with my friends all the time is uh you have to take care of your health because you've got to be around to compound, right? And if you think of Buffett and just how much money he made later

in his later years. So like the money and the health and the education, like it's all tied together. You call it like the foundations. I have not yet seen a product that is, you know, kind of the like command center for your life with AI across all these products. It's very difficult to build just one, let alone, you know, integrate them all. But man, would it be interesting to know, Hey, you're allocating capital to this thing as you're allocating capital. Here's three YouTube videos you should be watching, right? That kind of feed into it. And so it's, um, it makes me excited because there's still so many things that it's, you know, obvious people would use, but they haven't been built yet. And so we're nowhere near the like

limiting factor of innovation or ideas of what can be done here with this technology. So you said something really important. Um, I don't think I've ever talked to you about this. Um, like you've never asked me, you said your father was a construction worker, your mother and father did not graduate college. Your father didn't graduate high school. How did you end up in finance? What was interesting to get into it? So there was a book, I believe by a person named Vanita Van Caspel. I don't know why I remember that. I could be wrong, but it was a book. You read a book? 1980s. And I didn't read the book. I didn't read the book. I opened and flipped through pages. It was an economics book. That's called reading journey. Okay. I've done a

few of them. I am intimidated by this room though. Um, so here's the thing inside the book, there was one single page that changed my life. So my father, despite not having a, uh, even a high school education, very smart man taught me handicapping, all kinds of math stuff, brilliant math mind in this book. It said, if you double a penny every day, by the end of the month, you'll have over a million dollars. Okay. That's all I needed to know. The power of compounding was in my head. So you said compounding. I'm going to say this to every financial advisor. Call your financial advisor. Okay, this is the first time I've ever said it. Call your financial advisor. Ask them a question of, hey, what's our allocation to private credit? What's our allocation to

private equity? What's our allocation to VC? What's our allocation to bonds? What's our allocation to the S&P 500? The reason I bring that up is I believe that the ability to compound your money is becoming more challenging because of exponential innovation right now. We are in a very unique period of time where you're seeing things that are going up dramatically. I'm going to highlight this weekend, how many of the names in my thematic portfolio, a hundred names over the last 12 months, 46, 43 of them, it might be 46, whatever more than 40 have more than doubled in one year. The stock market is up 25% in the last year. Private equity, private credit, VC, the returns are not there. The greatest returns you're getting, you can't get into

Anthropic. You can't get into OpenAI. So all of these small private companies, maybe you'll get a little bit in VC, but not as much as you would want it. Now, some people are making money in SpaceX. Did you get invited in SpaceX at a very early age? All of these different things to me are making it more challenging because I think what the wealth managers are going to say is we've been through this cycle before. Eventually credit will come back. Eventually bonds will come back. The reality is we are in the first inning of the most disruptive supersonic tsunami we have ever seen. And so if you want to compound money, you need to be involved in the AI trade. It is not weighted in the S&P 500. As I said, it is a very small weighting, which is why you're seeing

these massive divergences between the names that I'm saying. A hundred names is not a small index. There's a hundred names across industrials, across chemicals, across energy, across semiconductors that's up 60% this year while the S&P is up 10. You need to make sure that your wealth manager is fine. There's no ETFs that exist on this. I think the same thing is going to happen when crypto goes through its period of exponential growth.

And once that happens, if you don't have any weighting in that, you need to start thinking about your portfolio from a compounding basis and say, hey, are we set up for the exponential world or are we set up for a resumption of the cycles of the past 30 years? If the answer is that you are benchmarked and you're positioned in things that are producing zero to no returns like bonds have for six years, basically, I think you need to start changing your portfolio if you want to compound and keep up with inflation. I agree with you 100%. It's a great place for us to end. Anyone who is watching this right now, I need you to go to YouTube, search Jordy Visser. The video he's releasing this weekend is excellent. He was telling me about it before. This is probably going to be his best one.

So you got to go to YouTube, Jordy Visser. I need you to go and hit subscribe. Obviously, that's the digital thank you. But then once you get done watching the video, and it's free, he just does all this work for you for free. You're going to be like, this guy's smart. He's good looking. He's fashionable, right? He reads books sometimes back in the 80s.

From behind the curtain. And so then what I need you to do is go to Google and search Jordy Visser 22V. And you're going to see all the work that he's doing there as well. So thank this man for coming here every single week and doing this for you guys. I always learn. I hope you guys learn as well. And we'll do it again next week. I'll have a book open next week.