E19 - It's Time to Make Allocation Decisions

Jordi Visser

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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. 


 

 

As the headlines roll in at a furious pace, it is understandable why allocators, financial advisors, and investors may be concerned that the current crisis could lead to financial contagion. To decipher between the fears and opportunities, G3 speaks with Weiss CIO, Jordi Visser, about his take on what is happening in the markets and the economy, and where it could go.

Jordi kicks off by recapping the Great Financial Crisis of 2007-2008 and gleans the specific lessons that can be used in dissecting the current situation with Russia and Ukraine. Most notably, Jordi points out that investors should focus more on the Fed raising rates, and the pace at which they are raising it, rather than specific dynamics associated with the Russian invasion. 

Jordi then dispels fear for those worried about an imminent recession based on the Ukraine situation. His recommendation for those sitting on cash or frustrated with their current portfolios is to shift out of high multiple names within the tech sector and into three sectors that will likely benefit from persistent inflation–energy, materials, and financials. 

G3 concludes the conversation by asking Jordi to share his forecast on the viability of crypto for investors in 2022 and beyond.

Please listen here and subscribe to In Search of Green Marbles wherever you get your podcasts.

Resources:

1. Jordi's webinar
2. 1973 Arab Oil Embargo
3. The “weaponization” of the dollar