In this AJA (Ask Jordi Anything) episode recorded on May 3rd, 2023, G3 asks Jordi questions on behalf of listeners who have contacted Weiss via the In Search of Green Marbles website.
Topics include marking to market illiquid investments, the future of the college experience, the impact of large language models (LLMs) on investment management, Europe vs. US equity markets, AI as a deflationary force and passive vs. active management in a real rate environment.
Please check important disclosures at the end of the episode.
- Why is it important for illiquid assets to be marked to market if the investment horizon for these instruments is in years? [2:05]
- How does Jordi expect the future of the college experience to change in the next decade? [5:30]
- How has the advancement of LLMs (Large Language Models) changed the equity management business?? [9:44]
- What are Jordi’s thoughts on the divergence between European and US equity markets? [13:00]
- Which will win out in the long run: the forces putting structurally upward pressure on prices or deflationary forces? [16:26]
- How will the interest rate environment impact the performance of passive ETF investment vehicles moving forward? [19:22]
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.
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