Visser Warns Against Betting Against Government Intervention in Treasury Yields
Veteran macro investor Jordi Visser is sounding a warning to those betting against government intervention in Treasury yields. According to him, doing so would be a 'very, very, very dangerous game.'
Visser points out that governments are increasingly willing to intervene in markets to keep borrowing costs in check.
He also believes that the traditional economic models used by investors may not hold up as AI speeds up competition and destroys growth assumptions. Visser thinks Bitcoin could be a safe-haven asset in this new economy, referring to it as 'the S&P 500 of the crypto world.'