Ed Hyman & Jordi Visser Fireside Chat [VIDEO]

Jordi Visser

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In the backdrop of domestic housing prices being up, the S&P 500 being up, nominal GDP being up, and corporate profits being up, there's little conviction about the global economy. In this fireside chat, Ed and Jordi peel back the curtain to look at the critical issues about which they believe investors should be considering.

 

 

Some of the topics of discussion include:

  • The bottlenecks in supply chains and the un-synchronized reopening of the global economy
  • The implications of Evergrande's implosion and the potential for contagion
  • As a self-proclaimed deflationista, Jordi shares why he believes inflation will be persistently higher
  • The implications of mRNA and CRISPR technologies as software updates for the body
  • Finally, Ed and Jordi talk about what blockchain, AI, robotics, and 3-d printing might mean for labor shortages

As always, we encourage your feedback on these topics or any others that are of interest. Email us at investorrelations@gweiss.com.

 
 
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Important disclosures: Disclosures: This content (the "Insights Page") is provided by Weiss Multi-Strategy Advisers LLC ("Weiss"). The views expressed on the Insights Page are for informational purposes only and are subject to change without notice. Information on the Insights Page has been developed internally and is based on market conditions as of the date of the original post on the Insights Page from sources believed to be reliable. Nothing on the Insights Page should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to buy or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. Please consult your own advisers regarding business, legal, tax, or other matters concerning investments. Weiss has no control over information at any external site hyperlinked on the Insights Page. 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 or ongoing monitoring by Weiss of any hyperlinked site. Investing in securities is speculative and involves substantial risk of loss.