How To Grow Your Money In AI Revolution | Jordi Visser

— Stock market strength and retail enthusiasm: Markets posting 21 new all-time highs in 2025 (on pace for ~50 annually), with strong retail participation. S&P equal-weighted index also at record highs, indicating broad-based gains rather than single-stock concentration.

— AI as primary driver of bull market: AI-related earnings growth and deployment (data center buildout, semiconductors, infrastructure) creating a "first inning" of exponential disruption across global markets. Companies like NVIDIA, ASML, and semiconductor leaders seeing outsized returns.

— Biotech-AI intersection underappreciated: Eli Lilly revenue up 55% year-over-year as GLP-1 drugs gain adoption. Company partnering with Isomorphic Labs (DeepMind), NVIDIA, and in silico on AI drug discovery. Historical parallels drawn to tech companies post-iPhone acquiring transformative assets.

— Wealth inequality and consumer confidence disconnect: Consumer sentiment surveys show pessimism despite strong asset prices and spending data. Wealth concentration from AI gains creating political friction (data center opposition, tech exec booing on campuses) that may be permanent structural issue.

— Personalized AI applications expanding beyond finance: GPT Health, custom LLM analysis of personal DNA/health data, and AI-assisted diagnosis emerging. Anecdotal evidence of parents using AI to solve rare diseases in children and identify environmental health hazards (mold).

— Portfolio allocation shift necessary for compounding: Traditional diversification into bonds/private equity underperforming; AI thematic portfolio (100 names) up ~60% year-to-date vs. S&P 10%. Advisor recommendation: question wealth managers on allocation to AI, private credit, venture capital, and emerging exponential sectors.

— S&P 500 up ~25% over past year; 10% year-to-date with earnings up 14–15%, meaning valuations contracting despite "extreme" nominal levels.

— Buffett Indicator at 235% (all-time high), but speaker argues this reflects earnings growth, not overvaluation. MSCI World ex-US also at all-time highs, suggesting global bull market.

— Johnson Redbook consumer spending up ~9% year-over-year; accelerating despite higher gas prices. PMI data trending higher and strong.

— Eli Lilly stock up significantly; annualized revenue now $47 billion (from ~$30 billion prior year), with 55% year-over-year growth.

— Oil falling; Strait of Hormuz tanker disruptions not materializing into persistent supply shock. Flatbed shipping rates high excluding oil, indicating goods-movement strength.

— Review portfolio allocation for exponential growth: Ask your wealth manager specifically about weighting in AI thematic stocks, private equity, private credit, and venture capital. Traditional 60/40 stocks/bonds framework may underperform in exponential innovation era. Consider 100-name AI thematic baskets rather than broad-market indexing if seeking compounding returns.

— Explore personalized AI health and finance tools: Use GPT Health, input personal data (blood work, biometric data, watch data), and treat it as real-time diagnostic support. Similarly, adopt agentic trading tools and personalized finance platforms (Sylvia mentioned) that show measurable net-worth acceleration with increased use. These are not speculative; they have documented user outcomes.

— Monitor Eli Lilly and biotech-AI partnerships as secular growth play: Longevity, GLP-1 adoption, and AI-accelerated drug discovery create multi-decade tailwind. Cholesterol drug (Verve acquisition) and orphan disease targeting via AI represent large addressable markets; revenue growth of 55%+ is sustainable as penetration rises and prices decline due to cost-reduction AI work.