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.
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.
Please listen here and subscribe to In Search of Green Marbles wherever you get your podcasts.
The Morning Seeds
China’s Big Tech is poised for a reprieve
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.