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  • On this episode of In Search of Green Marbles, G3 will be talking about the upcoming midterms with Weiss’s Mike Edwards. Our focus will be on assessing the probabilities of how things will shape up this fall and discussing the potential impact on markets associated with the different outcomes.
    And on an editorial note, after we recorded this episode, Mike spent a day on Capitol Hill meeting with legislators and their staff. So, G3 reached out to him by phone to record an addendum to this episode and he kindly obliged. The sound quality is a little different, but as usual, Mike speaks with a very clear voice.
    So please check disclosures at the end of the episode and with that welcome.

  • We recorded this episode of In Search of Green Marbles on Wednesday, Sept 21st in the afternoon, after the Fed decision, and after the Fed press conference. With G3 to talk about the Fed and where we go from here is Weiss’s bond expert, Lundy Wright. Lundy has been watching and trading the bond markets for a long time and brings a ton of wisdom to the table. So please check important disclosures at the end of the episode and get ready for this one. And with that, welcome.
    Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

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  • Greetings everyone. On this week’s Green Marbles, G3 has Jordi Visser on the other side of the mic to talk about a topic near and dear to his heart. Have you guessed it? The topic is Crypto.
    In the wake of the recently reported August CPI number, you may be wondering how the crypto bulls like Jordi are feeling. And G3 was certainly interested in getting Jordi’s viewpoint, especially because of the widely anticipated Ethereum merge and all the implications that could follow.
    They get into that as well as many other crypto-related topics on this week’s podcast. So please check the disclosures at the end of the episode and stick around for this one.
    And with that, welcome.
    Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

  • Are better times ahead or will we have a fall of pain? That’s the key question we’re going to address today. We are back to our regular schedule here at green marbles.
    And today, G3 is joined by Jordi Visser, the president and CIO of Weiss, who is looking forward to getting back into the swing of things. So please, check important disclosure at the end of the episode and get ready to hear Jordi’s take on the markets, the economy, and sentiment.
    And if your sentiment is so inclined, you can engage in a random act of bullishness and rate our show. We’d appreciate it.
    Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

  • As we close out summer and head into Labor Day weekend, we decided to re-air one of our most listened to episodes thus far, which features our resident expert on all things fixed income and the Federal Reserve, Lundy Wright. Given the nature of the topics for this episode, we believe this episode remains highly relevant in the current market regime.
    Thank you to our loyal listeners. We will be back next week with a new episode.
    Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

  • Some folks may have heard this week’s episode (43 - Sino-US Relations—It’s Complicated) prematurely released as episode 42 (Chinese Policy & Politics (See Resources)); 42 and 43 are companion episodes so if you’ve heard one, please take this opportunity to listen to the other and we do apologize for any confusion.In this episode, G3 continues the discussion with Mike Edwards on China policy, here focusing on Sino-US relations and how the US is perceived by China's policymakers. In short, it's complicated. However, Mike draws upon his experiences and interactions in and with China to delineate the competing schools of thought when it comes to dealing with the West. As part of the discussion, Mike also covers America’s doctrine of strategic ambiguity and current tensions over Taiwan, the Russia-Ukraine situation, and the tightrope that Chinese policymakers are walking leading into the 20th National Congress of the Chinese Communist Party.Resources:https://www.gweiss.com/insights/summer-primer-2-chinese-policy-politics-podcast (Episode 42: Chinese Policy & Politics )https://www.scmp.com/news/china/military/article/3186629/taiwanese-president-tsai-ing-wen-observes-live-fire-drill (Taiwanese President Tsai Ing-wen observes live-fire drill from warship in camouflage)https://www.economist.com/the-economist-explains/2022/05/23/what-is-americas-policy-of-strategic-ambiguity-over-taiwan (What is America’s policy of “strategic ambiguity” over Taiwan?)Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

  • Today, G3 is going to present the second episode of our summer primer series. In this series, we step away from the latest trends in the market and instead focus on topics that we believe can serve as useful building blocks for overall market understanding. Here, G3 talks to Mike Edwards, Weiss's deputy CIO, about how the Chinese government is organized and how things operate in practice. Mike does a great job of demystifying several longstanding questions G3 has had, and we hope you get as much out of this discussion as we did. And as always, please check disclaimers at the end of the episode.
    Resources:
    https://www.bbc.com/news/world-asia-pacific-11551399 (Xi Jinping: From princeling to president)
    https://www.nbr.org/publication/understanding-chinese-wolf-warrior-diplomacy/ (Wolf Warrior Diplomacy )
    https://podcasts.apple.com/us/podcast/sinica-podcast/id1121407665 (Sinica Podcast)
    https://sinocism.com/about?triedSigningIn=true (Sinocism newsletter)

    Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

  • Today, we’re going to mix things up in a few ways. Number one, G3 hosts both Jordi Visser and Mike Edwards from Weiss. And number two, rather than talk about China, crypto, inflation, or the Ukraine conflict in a narrow sense, we are going to focus instead on Europe in general and the potential uncertainties emanating from there. So please stick around and check out important disclosures at the end of the episode. And if you feel like throwing some positive karma our way in the form of a review, we’d appreciate it. And with it, welcome.
    Resources:
    https://www.washingtonpost.com/politics/2022/07/26/germany-gazprom-spain-gas/ (A German word for how others see Germany’s gas crisis: Schadenfreude)
    https://www.cnbc.com/2022/08/02/how-italy-draghi-government-collapsed.html (Draghi’s political downfall: How power imploded in Italy and what happens next)
    https://www.ecb.europa.eu/press/pr/date/2022/html/ecb.pr220721~973e6e7273.en.html (The Transmission Protection Instrument)

    Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

  • Today, G3 hosts Weiss’s CIO and President Jordi Visser, who provides his overall assessment of where things stand in markets. Listeners of this podcast, and those who follow Jordi on Twitter or through his webinars, know that he has been very constructive on equities and crypto for some time. Does he still hold those views based on what he’s seeing or has he changed his tune? Well, please stay tuned to find out, and of course, as always, please check important disclosures at the end of the episode.
    Resources:
    https://www.gweiss.com/insights/bad-sentiment-good-opportunity (Jordi’s webinar: Bad Sentiment, Good Opportunity)
    https://www.brandeis.edu/magazine/2020/summer/inquiry/rosbash.html (A Manhattan Project-style effort against COVID)
    https://www.cnbc.com/2022/08/01/3-charts-show-europes-unprecedented-natural-gas-crisis-.html (Europe’s unprecedented natural gas crisis)

    Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

  • Today we have two members of the Weiss team, Jordi Visser and Laura Drobbin, to talk about Weiss’s recent NFT drop. That’s right. Weiss dropped an NFT, which is a portrait of the firm’s founder, George Weiss, set against a pixelated cityscape, with important touchstones of his life incorporated into the work.
    To our knowledge, this drop represents a first for a traditional financial services firm, and no, it is not for sale. But it is most definitely designed to plant a flag – or innovation flag to be more precise. So please check out disclosures at the end of the episode and get ready to hear our discussion about non fungible tokens. This one, you don’t want to miss.
    About: Consistent with its mission to invest in people, partnerships, and a purposeful future, Weiss Multi-Strategy Advisers launched a weekly podcast, In Search of Green Marbles, in November 2021. In each episode, Weiss leaders provide differentiated insights (i.e., green marbles) that aim to help institutional investors, financial advisors, and individuals identify actionable investment themes amidst the noise in today’s market environment. Primary topics of discussion include exponential innovation, the US-China relationship, longevity’s impact on financial markets, and the latest economic themes. Hosted by G3, featured guests include Weiss President and CIO Jordi Visser, Deputy CIO Mike Edwards, and Senior Vice President and Portfolio Manager Lundy Wright.

  • Today we are going to present the first of our summer primers. In these episodes, we’ll take a step away from the latest trends in the market and instead focus on topics that can enhance our overall understanding of how markets work. And for our first session, G3 sat down with Weiss’s Jordi Visser to discuss how he extracts insights from the equity options market, which can offer important clues as to the state of markets in general.
    So, whether you are at the beach or not, we invite you to kick back and join us for this one. But please, just make sure to check important disclosures at the end of the episode from our lifeguard, otherwise known as our Compliance department.
    Resources:
    https://www.sec.gov/files/staff-report-equity-options-market-struction-conditions-early-2021.pdf (SEC’s listed equity options market structure)
    https://www.optionseducation.org/advancedconcepts/gamma (Overview of Gamma)
    https://corporatefinanceinstitute.com/resources/knowledge/trading-investing/put-call-ratio-pcr/ (The Put-Call ratio explained)

    Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

  • In this discussion, we focused on inflation, the biggest topic on the minds of investors everywhere. Unlike previous episodes in which we covered it by analyzing monetary policy or the Fed, we are going to look beyond those factors and examine inflation from a public policy and political perspective. Joining G3 is Weiss's Mike Edwards. Please check important disclosures at the end of the episode and stick around for this one. As usual, Mike doesn't disappoint.
    Resources:
    https://www.cfr.org/in-brief/supreme-court-epa-west-virginia-ruling-delay-us-climate-change-action?gclid=CjwKCAjw2rmWBhB4EiwAiJ0mtaK0ZPWZp392m5UOIpleEdtEcrBbVUZmV6rK5TLZQWVNezEkjGCcaxoCCQkQAvD_BwE (Overview of West Virginia v. Environmental Protection Agency (EPA))
    https://bitcoinmagazine.com/legal/west-virginia-epa-supreme-court-bitcoin (Implications of West Virginia v. EPA for Crypto)
    https://www.msn.com/en-us/news/us/gavin-newsom-goes-on-the-air-against-ron-desantis-as-political-rivalry-grows/ar-AAZ8Z7w (Gavin Newsom goes on the air against Ron DeSantis as political rivalry grows)

    Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

  • In this episode, G3 speaks with Weiss's Mike Edwards about a host of issues that all tie back to a recurring theme. The theme relates to the unintended consequences associated with American policies and principles on sustainability, foreign policy, trade, and human rights. All of which were conceived when inflation was low, we didn't have a war at Europe's doorstep, and US-China relations were more stable. But, times have changed. Please check important disclosures at the end of the episode and stick around for Mike's assessment of how these critical issues could play out.
    Resources:
    https://www.investopedia.com/ask/answers/08/guns-butter.asp (Origins of the phrase “Guns and Butter.”)
    https://www.npr.org/2022/07/01/1109033582/are-sanctions-actually-hurting-russias-economy-heres-what-you-need-to-know (Are sanctions actually hurting the Russian economy?)
    https://www.reuters.com/world/us/back-europe-biden-turns-diplomatically-delicate-saudi-arabia-trip-2022-07-05/ (Biden turns to Saudi Arabia trip )
    https://www.spiegel.de/international/business/anatomy-of-germany-s-reliance-on-russian-natural-gas-decades-of-addiction-a-ad156813-3b24-424f-a51e-3ffbd7b6385c (The Anatomy of Germany's Reliance on Russian Natural Gas)

    Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

  • The Fed is still jawboning about inflation and talking as tough as it possibly can. Many market sages are following suit by making dire predictions of the intractability of current inflation, but Weiss's Jordi Visser is looking at things differently. He is beginning to use the term 'deflation' as he articulates his analysis. In this episode of In Search of Green Marbles, Jordi and G3 talk about the recent data he has seen on growth, inflation, and debt and why in his view we aren't headed into a 1970s-style period any time soon. And if you could, please tell someone you know about the show and check out important disclosures at the end of the podcast.
    Resources:
    https://www.gweiss.com/insights/will-the-pendulum-shift-from-inflation-towards-deflation-video (Jordi’s most recent webinar)
    https://www.bloomberg.com/opinion/articles/2022-06-27/michael-burry-s-bullwhip-tweet-deserves-serious-attention (Michael Burry on deflation via the “Bullwhip effect.”)
    https://fred.stlouisfed.org/series/GFDEBTN (Total Public US Debt)

    Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

  • Today, G3 sits down with Weiss’s Jordi Visser to talk about how he’s looking at the markets. In recent months, Jordi has made no secret of his view that risk assets could end the year higher. That position has put Jordi outside of the consensus, a place in which he’s comfortable. That call hasn’t worked out so far. So today, they’ll dive into Jordi’s reasoning and rationale and put that in the context of Adaptability Quotient (“AQ”), Behavioral Alpha, and speed chess all in this episode. And if you could, please tell someone you know about the show and check out important disclosures at the end of the podcast. Resources:https://www.gweiss.com/insights/december-22-2020-the-year-of-speed-chess (2020: The Year of Speed Chess & the Birth of Bitcoin as an Asset Class)https://www.bloomberg.com/news/newsletters/2022-06-22/supply-chain-latest-asia-s-supply-disruptions-are-starting-to-heal (Asia’s Supply-Chain Strains Start the Long Healing Process)https://www.popsci.com/health/why-diets-dont-work (Why diets don’t work)Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

  • Ever since May's CPI print blew away expectations, the already jittery global capital markets have become even more unsettled. And on Wednesday, June 15th, the Fed responded by raising rates 75 basis points, which is the first time the Fed has hiked by that amount since November 1994.
    Back then the Fed was pretty successful in engineering a soft landing in the economy, but the circumstances are very different this time around. To make sense of it all, we are pleased to welcome Weiss's bond expert Lundy Wright. So please check disclosures at the end of the episode and get ready for this one.
    Resources:
    https://www.stlouisfed.org/on-the-economy/2020/august/what-yield-curve-control (What is Yield Curve Control?)
    https://asia.nikkei.com/Spotlight/Comment/BOJ-Gov.-Kuroda-s-20-year-fight-to-end-deflation-grinds-on (Bank of Japan’s Kuroda 20-year Fight Against Inflation)
    https://www.marketwatch.com/story/the-fed-gets-real-but-this-part-of-its-outlook-shows-that-its-still-in-a-fantasy-land-11655330727 (Is the Fed Still in Fantasy Land?)

    Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

  • If you attend a crypto conference these days, you’d be hard-pressed to find many people who are bullish on Bitcoin as we head into the second half of the year. But Weiss’s Jordi Visser doesn’t look at the largest crypto asset like others do. He sees Bitcoin as part of a macro story that features China in a starring role.
    Today, G3 talks with Jordi about the green marbles he’s found on why Bitcoin and China are linked, and we’ll also discuss the role played by animal spirits. So please stick around, check important disclosures at the end of the podcast and get ready for one of the most bullish takes on Bitcoin you’ll find just about anywhere.
    Resources:
    https://www.gweiss.com/ (The Morning Seeds)
    https://realmoney.thestreet.com/investing/global-equity/chinese-big-tech-powers-ahead-as-even-didi-catches-a-break-16021654 (China’s Big Tech is poised for a reprieve)
    https://www.cnet.com/personal-finance/crypto/luna-crypto-crash-how-ust-broke-and-whats-next-for-terra/ (How UST broke and what’s next for Terra)

    Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

  • When handicapping how markets will perform during the second half of the year, there is perhaps no bigger X factor than China, both in terms of how the government will act to combat the omicron variant while trying to open up and in terms of how its government will seek to stimulate its economy.
    On today’s episode, G3 has Weiss’s deputy CIO Mike Edwards on Green Marbles to help make sense of it all. You may want to take notes on this one and also take note of our disclosure at the end of the episode. And with that, welcome.
    Resources:
    https://www.reuters.com/business/healthcare-pharmaceuticals/chinese-mrna-covid-booster-stronger-against-omicron-than-sinovac-shot-trial-data-2022-06-01/ (Chinese mRNA COVID booster stronger against Omicron than Sinovac shot -trial data)
    https://www.china-briefing.com/news/china-releases-33-new-stimulus-measures-to-boost-economy/ (China releases 33 new stimulus measures)
    https://www.csmonitor.com/World/Asia-Pacific/2022/0517/Ahead-of-crucial-party-congress-Xi-faces-doubts-over-policies (Xi heads to crucial party congress facing doubts)

    Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

  • Resources:
    https://medium.com/swlh/lessons-from-blink-the-power-of-thinking-without-thinking-by-malcolm-gladwell-ac03aa343eee (Lessons from Blink, by Malcolm Gladwell)
    https://markets.businessinsider.com/news/stocks/fed-must-inflict-losses-in-stock-market-end-inflation-dudley-2022-4?op=1 (Bill Dudley on the Fed’s posture towards the stock market)
    https://theconversation.com/sleep-heres-how-much-you-really-need-for-optimal-cognition-and-wellbeing-new-research-181879 (The importance of sleep for optimal cognition and well being)
    Disclosures:
    This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

  • Today, we talk about the interaction between politics and inflation and whether markets, policymakers, and politicians are aligned or not when it comes to managing and messaging around this topic. Joining G3 is Mike Edwards Weiss' Deputy CIO and resident policy expert at the firm. Mike also knows quite a bit about politics, which like it or not, has to be part of the conversation given the pain Americans are feeling at the pump and the grocery store.
    Resources:
    https://www.yahoo.com/news/russia-ukraine-war-impact-draws-093716931.html (Inflation, Russia-Ukraine war draw G7 finance leaders' focus)
    https://www.politico.com/news/2022/05/17/bidens-china-trade-trump-tariffs-inflation-00032874 (Biden’s politically perilous choice on China trade)
    https://thehill.com/news/3490618-biden-bezos-feud-escalates/ (Biden-Bezos feud)

    Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.