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.
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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