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Michaël van de Poppe·2026-05-19 17:00

"They are not going to be able to raise rates."Jordi Visser (@jvisserlabs) ran capital at Weiss Multi-Strategy Advisers as CIO. 30 years on Wall Street. Built one of the first volatility-arbitrage frameworks for systematic hedge funds.Managed billions through three crises, never had a thesis-driven blow-up year."Interest payments on US debt are now bigger than what we spend on defense. Over a trillion dollars a year. This is what Bitcoin was made for."We cover:— Why the Fed is mathematically trapped and how ...

X @Michaël van de Poppe - Reportify