On this week’s Green Marbles, G3 welcomes Mike Edwards, Deputy CIO at Weiss.
Silicon Valley Bank and some other notable bank issues may be in the past, but the ripple effects from these situations continue to influence the markets. In this episode, Mike will discuss some of those ripple effects with an emphasis on how the private markets have reacted thus far and what could be in store for them and the public markets in the future.
Please check important disclosures at the end of the episode and feel free to follow and review us wherever you get your pods.
Time Stamps:
• Has the banking crisis sparked new thinking in how allocators are assessing portfolio allocation decisions? [2:43]
• Why does Mike believe that the ‘traffic around the accident’ is worse than the SVB collapse itself? [9:15]
• How is the private market being impacted by the ripple effects of the banking stressors and the nature of financial conditions right now? [13:44]
• How will inflation and interest rates impact the VC market? [20:30]
• Is commercial real estate a ‘watched pot’? [27:13]
Resources:
• McKinsey private markets review
• The coming commercial real estate crash that may never happen
• Rising interest rates are putting VCs back in their lanes
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.
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. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. 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.
The Weiss Alternative Multi-Strategy Fund ("WAMS") is purpose-built for investors seeking the traditional stability of fixed income in addition to higher potential upside.
LEARN MORE