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AI Macro Nexus Research

AI Macro Nexus Research:

Adapting to the New Market Structure: AI Concentration Meets the Largest Hedge Fund Degrossing in 10 Years

Jordi Visser November 1, 2026 8:30 AM

The Price of Abundance

Jordi Visser October 27, 2026 5:32 PM

Hedge Fund Pain vs. Economic Pain: Why Only One Matters for AI

Jordi Visser October 25, 2026 8:30 AM

Machine-Time Economics, Human-Time Capital: The Hidden Leverage of the AI Cycle

Jordi Visser October 19, 2026 7:45 AM

The AI Bubble Didn’t Pop. Hedge Fund Leverage Did.

Jordi Visser October 18, 2026 8:30 AM

Climbing the AI Bubble Wall of Worry

Jordi Visser October 11, 2026 8:30 AM

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