The First Inning of a New Regime [PODCAST]

Jordi Visser

down arrow

Jordi Visser shares his thoughts on the latest economic data, the new market regime he foresees, and the state of the crypto market.

In this episode, G3 sits across the table from Jordi Visser. It’s been a while since Jordi was on the show to talk markets and nothing but markets, but it’s not because he doesn’t have his opinions. This week, Jordi’s back to discuss the new regime he sees coming and the economic data that he’s analyzing. Later, he and G3 also cover the carnage in crypto, and boy oh boy is there carnage.

Please check important disclosures at the end of the episode, and rate and review this podcast if you like what you hear.

Timestamps:

  • What has Jordi so confident that we are entering a new market regime? [1:41]
  • What is Jordi’s rebuttal to the argument that the run-up in asset prices is the result of temporary, seasonal factors? [5:58]
  • What are the contours of a new market regime? [7:59]
  • What asset classes stand to potentially benefit from increased flows? [9:47]
  • What might happen to oil prices if the US avoids going into recession and/or the Chinese and European economies recover next year? [12:11]
  • If Jordi’s market call is wrong, what happens instead? [15:20]
  • Does the FTX situation change Jordi’s thesis on blockchain and crypto? [18:07]

Resources:

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.

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.