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.
- 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]
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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