Jordi Visser breaks down the underlying structural drivers of US-China geopolitical and economic tensions.
Prediction Not checkable as stated
Visser: Interest rates will remain lower forever, pressuring allocators
“My belief has always been that rates would be stuck at low levels. We're still at that space, and I continue to believe that they'll be not only lower for longer, but lower forever, and that's putting more pressure than ever on allocators”
Opinion
Visser: Reading books is a waste of time compared to web surfing
“I no longer think books are a good use of time in any way, shape or form. They're a waste of time, but they have a content, but you're not going to consume as much content with a book as you will with surfing, 20 different web pages on the same topic where you…”
Prediction Open · timeframe Nov 2051
Visser: There will be no bond market in 30 years
“Well, for governments carrying the interest cost for years, I joked behind closed doors and occasionally on stage where it wasn't being videotaped that there'd be no bonds in 30 years. I still believe that.”
Prediction Not checkable as stated
Within 30 years, bonds will not exist and everything will be free
“I say to people regularly, I don't think there'll be bonds and everything will be free in 30 years. I say it not as a fact or as a guess, but it's something I do believe is coming because of my belief in the impact that nano and three D printing and artificial…”
Prediction Didn’t hold up
Visser: Inflation will remain significantly higher than bond yields through 2026
“And the upcoming next five years, it's one thing to have lower for longer yields. It's another thing to have lower for longer yields when some people's benchmarks, meaning inflation or the cost of living are way above those yields. And that's the change that I…”
Prediction Not checkable as stated
Visser: CRISPR and mRNA will extend lifespans without traditional pharmaceuticals
“With CRISPR and with the messenger RNA and knowing how to use it now, we will be able to solve a lot of problems going forward, which means we're going to be able to keep people alive longer without having to use pharmaceuticals.”