PODCAST

IN SEARCH OF GREEN MARBLES

Exploring the connections between human longevity, technology advancements, and financial markets.

down arrow

Episodes

In Search of Green Marbles

Theatrics, Politics, and Limits of Inflation-Fighting [PODCAST]

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's 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...

Play episode
In Search of Green Marbles

A Derby Recap and Dealing with Market Volatility [PODCAST]

Today, G3 speaks with Weiss' president and CIO Jordi Visser on the volatile markets and the accompanying rhetoric that has been causing widespread agita, doomsday predictions, and plenty of sleepless nights. We'll also do a quick recap on the exciting outcome of this year's Kentucky Derby. Because while the race only happens once per year, the lessons can last all year long. If you like what you...

Play episode
In Search of Green Marbles

Peeling Back the Curtain on Jordi’s Kentucky Derby Write-up [PODCAST]

On Saturday, May 7th, the 148th Kentucky Derby will take place at Churchill Downs. In another tradition not quite as old, Weiss’s Jordi Visser has published his annual paper ahead of the race that dissects the Derby in his highly analytical and data-intensive way. I’ll talk to Jordi about his paper and get his take on how this year’s race is shaping up. So, if you already like the Derby, you’re...

Play episode
In Search of Green Marbles

Handicapping a Recession [PODCAST]

No matter who you speak to these days, the big topic in the markets is the same: Are we headed for a recession later this year or next year? Listeners of this podcast will know that Weiss’s Jordi Visser has not been shy in speaking about this topic and in articulating the balance of probabilities associated with where stocks, crypto, and bonds are headed. In this episode, G3 checks in with Jordi...

Play episode
In Search of Green Marbles

The Kentucky Derby Through the Eyes of a Fund CIO [PODCAST]

"It is like a prom, reunion, and Mardi Gras wrapped up into one. You can visit all three parties during a day that feels like it will never end. No matter your age, the Derby makes you feel young. The Derby is a bucket list experience not to be missed." That is how Jordi Visser described the Kentucky Derby in his 2021 annual analysis of the race. Fortunately, it is Derby season again. This week...

Play episode
In Search of Green Marbles

Jordi Doubles Down on Bitcoin for ‘22 [PODCAST]

In this week’s episode of In Search of Green Marbles, G3 speaks about Bitcoin, Ethereum, crypto, and web3 with Jordi Visser. Followers of Jordi’s work know that he’s been bullish on Bitcoin and Ethereum for some time, but as 2022 has unfolded, even many crypto bulls, including those in the space, have turned bearish. That is not the case for Jordi. So get ready for a bullish perspective for 22’....

Play episode
In Search of Green Marbles

The Limits of Friendship: China, Russia & Market Realities [PODCAST]

Ever since the winds of war in Ukraine started blowing much has been made of the supposed rock-solid alliance between Russia and China. As conveyed by some in the Western media, Putin's Russia is a vassal to China, and therefore China is implicated in the war whether it likes it or not. But Weiss' Mike Edwards has a different and far more comprehensive view of the China-Russia relationship as it...

Play episode
In Search of Green Marbles

Concentration: A Continuing Story for 2022 [PODCAST]

Concentration is the phenomenon in which portfolios have risk clumped together in a small number of large positions. Portfolio concentration can be one of those inside baseball issues that can matter quite a bit at certain times and yet it often escapes the attention of investors, or until the trade associated with a concentrated position blows up, and then the carnage can sometimes be seen...

Play episode
In Search of Green Marbles

E21 - When the Market Is Talking Recession, History Says They’re Wrong

The situation in Ukraine is abhorrent. As commodities continue their volatile ride higher, well-known and revered market participants are warning of an impending recession, or worse, and then there is the Fed. The Fed has gotten hyper-hawkish in a hurry with talk of multiple 50-basis point hikes on the table. If you combine these points, it is easy to understand why so many market participants...

Play episode
In Search of Green Marbles

E20 - New Challenges for the Fed with Lundy Wright

Now that the Fed has finally hiked rates, which surprised no one, we should expect to see a sea of prognosticators turn their attention to what the future holds for Fed policy. In this episode, host G3 speaks with Weiss's Lundy Wright about structural forces that play into future Fed decisions. Lundy has been watching the Fed for decades and brings a perspective and wisdom to the table that few...

Play episode
In Search of Green Marbles

E19 - It's Time to Make Allocation Decisions

Oil is making dramatic moves. Metals, grains, and other commodities are also snapping heads. Meanwhile, as Ukraine's Volodymyr Zelensky inspires the world, American and European leaders are talking tough and expressing a willingness to endure pain in pursuit of punishing Putin's aggression. 

Play episode
In Search of Green Marbles

E18 - Why De-dollarization Matters to the World Part 2 [PODCAST]

In the second part of this two-part series on de-dollarization, G3, CIO Jordi Visser and Deputy CIO Mike Edwards convene to discuss the role of the dollar in the emerging technology battle between China and the US, how crypto may figure into a de-dollarizing world, and the scenarios under which the dollar can reassert itself globally. The conversation begins with an in-depth discussion on how the...

Play episode
In Search of Green Marbles

E17 - Putin in Context: Geopolitical Poker [PODCAST]

In 1996, the columnist Thomas Friedman said that no two countries that both had McDonald's had fought a war against each other since each got its McDonald's. Unfortunately, that theory, known as the Golden Arches Theory of Conflict Prevention, hasn’t aged well. Indeed, economics and trade may still matter in many parts of the world, but when it comes to analyzing the situation in Ukraine and...

Play episode
In Search of Green Marbles

E16 - Why De-dollarization Matters to the World Part 1 [PODCAST]

For just about every American alive today, there have been not two certainties in life, but three. Yes, death is a certainty, at least for now, taxes are a certainty too, but then there’s the dollar. Sure, it goes up and down, but dollar dominance across the world has been constant for many decades. And that dominance has played an important role in the projection of American power and influence....

Play episode
In Search of Green Marbles

E15 - Decoding the Fed [PODCAST]

Fed watching has become a national sport of sorts. Given the unprecedented actions taken by the Fed to navigate the country through Covid, this sport has perhaps grown faster than any other in our nation’s recent history. And, of course, what sport would be complete without a constant stream of new information to analyze? For that, we have economic numbers that drive the narrative behind the...

Play episode
In Search of Green Marbles

E14 - January's Volatility - Whoa! [PODCAST]

In this week’s episode of In Search of Green Marbles, G3 sits down with Jordi to discuss how the firm is applying a Bayesian approach to the market during these volatile times. Jordi also discusses how he believes investors should be repositioning their portfolios for the rest of the year given the uncertainty and fear that roared to life in January. 

Play episode
In Search of Green Marbles

E13 - What to Watch in DC: Seinfeld or MacGyver? [PODCAST]

In this week’s episode of In Search of Green Marbles, G3 sits down with Mike Edwards, Deputy CIO and Weiss Multi-Strategy Advisers’ resident policy expert to discuss his approach to analyzing Congress and the Biden administration.

Play episode
In Search of Green Marbles

E12 - Nothing Will Stop Crypto This Year

In this week’s episode of In Search of Green Marbles, Jordi Visser addresses some of the most frequently asked questions from investors looking to jump into the crypto space and gives advice on how to start. The first and second most frequently asked questions are: 1) Is it too late; and 2) Is it a bubble? The short answer is no. The long answer is below.

Play episode
In Search of Green Marbles

E11 - Jordi Time Traveled to Dec. 2022. Here's What Happened

In this week’s episode of In Search of Green Marbles, we are going to push the boundaries of space and time. To that end, there is no doubt in our minds that the experimentation with time travel technologies led by leading research and governmental institutions is one of the most under-reported stories of the new year. Fortunately, Weiss’ Jordi has been involved in beta testing of these...

Play episode
In Search of Green Marbles

E10 - Juggling & Rabbit Hole Learning: Discussing Jordi's New Paper

Here’s a riddle to start off the new year: What do neuroplasticity, juggling, NFTs, and Amazon’s market cap have in common? The answer? You’re going to have to read Jordi Visser’s new post in the January edition of Jordi’s Journal to find out. G3 has read the piece and wanted to explore it a bit further so he sat down with Jordi himself. This episode is a fun ride on In Search for Green Marbles,...

Play episode
Weiss
Weiss on Linkedin
Weiss on Twitter
Weiss on Harvest Exchange