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Mike Edwards discusses the presidential election cycle theory and whether or not the theory will hold in 2023. On this week’s Green Marbles, G3 has Mike Edwards of Weiss sitting across the table. G3 asked Mike to talk about the Presidential Election Cycle Theory and whether or not the unique dynamics of the newly convened 118th Congress will impact…
 
Jordi and Mike look at China’s reopening from a markets standpoint and opine on the implications. While much of the world has re-emerged from Covid, China's battle with the virus has taken on a much different trajectory. But now that China is opening and taking concrete measures to stimulate its economy, the implications for the world look to be si…
 
Jordi reveals his playbook for 2023 and details how investors should be prepared to call an audible as unexpected events occur. Welcome to a new episode of Green Marbles. In the first vintage of the new year, G3 (Sleep Score: 83) is delighted to have Jordi Visser (Sleep Score: 81) on the other side of the mic. Right now, 2023 predictions are fresh …
 
After analyzing preliminary Kentucky Derby prep races, Jordi shares his early perspectives on the 2023 race, as well as data you won’t find elsewhere. G3 and Jordi have just one thing left to discuss before they close out the year, and that is the Kentucky Derby, also known as the Run for the Roses, or the most exciting two minutes in sports. So wh…
 
Jordi looks back on 2022 and anticipates possible surprises for 2023. On today's episode, G3 gets Jordi's take on next year, aka 2023. They talk about inflation. They talk about a recession. They talk about the Fed. And last but not least, Jordi shares his outlook on equities. Please check important disclosures at the end of the episode, sit down b…
 
From humble beginnings to Wall Street icon, Olympic athlete, and philanthropist, George Weiss shares his incredible story. On this special edition of Green Marbles, G3 welcomes Jordi and, for the first time, George Weiss himself. That's THE George Weiss, the living legend of Wall Street. The guy whose name is on the door at Weiss Multi-Strategy Adv…
 
Jordi Visser does a comparative analysis of global markets and suggests why the best opportunities may be found outside of the United States. Hello, Merhaba, Bonjour, Hola, Shalom, Zdrȁvo , Namaste, Hallo, Salaam, Tere, Konnichiwa, and Sveiki and Hujambo. In this week’s episode, G3 is joined by Jordi Visser and they are going to shed their US-centr…
 
Mike Edwards shares his insights on the US midterms, frustrations in China, and global inflation. This week, Weiss' Deputy CIO, Mike Edwards, joins G3 to discuss the recent US midterms and the ongoing protests in China. When it comes to politics and China, Mike is extremely well-informed on both the facts and the nuances. Please check important dis…
 
Jordi Visser shares his thoughts on a plethora of topics, including books, learning, school, newspapers, and chatting with strangers. Welcome to our first potluck episode. In this episode, G3 (Sleep Score:83) and Jordi Visser (Sleep Score: 86) put a bunch of things out on the table and hope that somehow they collectively add up to a good meal. The …
 
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…
 
In this episode, G3 welcomes the one and only Lundy Wright of Weiss to talk about all of the talk around a Fed Pivot. Has it started? When will it start? What are the signs that a pivot may be coming? What does a pivot even mean? G3 checks in with Lundy to get his thoughts on these and several other related issues. And after the discussion is over,…
 
Jordi and Mike review the sources of continuity, surprise, and uncertainty emerging from China's NPC and the impact on asset allocation, de-globalization, and inflation. This week G3 is joined by Jordi Visser and Mike Edwards to discuss China and where we go from here in the wake of China's recent National People's Congress. Together, they explore …
 
G3 is joined by Weiss's Mike Edwards to talk about Elon Musk's acquisition of Twitter. What are the implications of just one man having control of the closest thing the world has to a town square? And how can Twitter, under Musk, impact free speech, the establishment of truth in our society, our markets, and the nature of our politics? No one knows…
 
For the first time ever, G3 and Mike Edwards welcome an outside guest to the show, Sultan Meghji. Until recently, Sultan was the Chief Innovation Officer of the FDIC and an advisor to the Biden Administration on technology policy. Sultan is currently a professor at Duke University and an advisor to Reciprocal Ventures, America’s Frontier Fund, and …
 
Across the green marbles table from G3 today is Jordi Visser, and they will continue with Part 2 of their discussion on health span and longevity. In this episode, they will talk specifically about the convergence of biology and technology and the enormous implications that they may have in the years to come. So please check important disclosures a…
 
On this episode, G3 has part 1 of an actual water cooler conversation with Jordi Visser, where they discuss how the convergence of data and analytics, AI, and the wealth of the baby boomers will lead to dramatic changes in our approach to living longer, healthier lives. Now, Jordi believes that, as people live longer and healthier, it will have a p…
 
On this episode of In Search of Green Marbles, G3 will be talking about the upcoming midterms with Weiss’s Mike Edwards. Our focus will be on assessing the probabilities of how things will shape up this fall and discussing the potential impact on markets associated with the different outcomes. And on an editorial note, after we recorded this episod…
 
We recorded this episode of In Search of Green Marbles on Wednesday, Sept 21st in the afternoon, after the Fed decision, and after the Fed press conference. With G3 to talk about the Fed and where we go from here is Weiss’s bond expert, Lundy Wright. Lundy has been watching and trading the bond markets for a long time and brings a ton of wisdom to …
 
Greetings everyone. On this week’s Green Marbles, G3 has Jordi Visser on the other side of the mic to talk about a topic near and dear to his heart. Have you guessed it? The topic is Crypto. In the wake of the recently reported August CPI number, you may be wondering how the crypto bulls like Jordi are feeling. And G3 was certainly interested in ge…
 
Are better times ahead or will we have a fall of pain? That’s the key question we’re going to address today. We are back to our regular schedule here at green marbles. And today, G3 is joined by Jordi Visser, the president and CIO of Weiss, who is looking forward to getting back into the swing of things. So please, check important disclosure at the…
 
As we close out summer and head into Labor Day weekend, we decided to re-air one of our most listened to episodes thus far, which features our resident expert on all things fixed income and the Federal Reserve, Lundy Wright. Given the nature of the topics for this episode, we believe this episode remains highly relevant in the current market regime…
 
Some folks may have heard this week’s episode (43 - Sino-US Relations—It’s Complicated) prematurely released as episode 42 (Chinese Policy & Politics (See Resources)); 42 and 43 are companion episodes so if you’ve heard one, please take this opportunity to listen to the other and we do apologize for any confusion. In this episode, G3 continues the …
 
Today, G3 is going to present the second episode of our summer primer series. In this series, we step away from the latest trends in the market and instead focus on topics that we believe can serve as useful building blocks for overall market understanding. Here, G3 talks to Mike Edwards, Weiss's deputy CIO, about how the Chinese government is orga…
 
Today, we’re going to mix things up in a few ways. Number one, G3 hosts both Jordi Visser and Mike Edwards from Weiss. And number two, rather than talk about China, crypto, inflation, or the Ukraine conflict in a narrow sense, we are going to focus instead on Europe in general and the potential uncertainties emanating from there. So please stick ar…
 
Today, G3 hosts Weiss’s CIO and President Jordi Visser, who provides his overall assessment of where things stand in markets. Listeners of this podcast, and those who follow Jordi on Twitter or through his webinars, know that he has been very constructive on equities and crypto for some time. Does he still hold those views based on what he’s seeing…
 
Today we have two members of the Weiss team, Jordi Visser and Laura Drobbin, to talk about Weiss’s recent NFT drop. That’s right. Weiss dropped an NFT, which is a portrait of the firm’s founder, George Weiss, set against a pixelated cityscape, with important touchstones of his life incorporated into the work. To our knowledge, this drop represents …
 
Today we are going to present the first of our summer primers. In these episodes, we’ll take a step away from the latest trends in the market and instead focus on topics that can enhance our overall understanding of how markets work. And for our first session, G3 sat down with Weiss’s Jordi Visser to discuss how he extracts insights from the equity…
 
In this discussion, we focused on inflation, the biggest topic on the minds of investors everywhere. Unlike previous episodes in which we covered it by analyzing monetary policy or the Fed, we are going to look beyond those factors and examine inflation from a public policy and political perspective. Joining G3 is Weiss's Mike Edwards. Please check…
 
In this episode, G3 speaks with Weiss's Mike Edwards about a host of issues that all tie back to a recurring theme. The theme relates to the unintended consequences associated with American policies and principles on sustainability, foreign policy, trade, and human rights. All of which were conceived when inflation was low, we didn't have a war at …
 
The Fed is still jawboning about inflation and talking as tough as it possibly can. Many market sages are following suit by making dire predictions of the intractability of current inflation, but Weiss's Jordi Visser is looking at things differently. He is beginning to use the term 'deflation' as he articulates his analysis. In this episode of In S…
 
Today, G3 sits down with Weiss’s Jordi Visser to talk about how he’s looking at the markets. In recent months, Jordi has made no secret of his view that risk assets could end the year higher. That position has put Jordi outside of the consensus, a place in which he’s comfortable. That call hasn’t worked out so far. So today, they’ll dive into Jordi…
 
Ever since May's CPI print blew away expectations, the already jittery global capital markets have become even more unsettled. And on Wednesday, June 15th, the Fed responded by raising rates 75 basis points, which is the first time the Fed has hiked by that amount since November 1994. Back then the Fed was pretty successful in engineering a soft la…
 
If you attend a crypto conference these days, you’d be hard-pressed to find many people who are bullish on Bitcoin as we head into the second half of the year. But Weiss’s Jordi Visser doesn’t look at the largest crypto asset like others do. He sees Bitcoin as part of a macro story that features China in a starring role. Today, G3 talks with Jordi …
 
When handicapping how markets will perform during the second half of the year, there is perhaps no bigger X factor than China, both in terms of how the government will act to combat the omicron variant while trying to open up and in terms of how its government will seek to stimulate its economy. On today’s episode, G3 has Weiss’s deputy CIO Mike Ed…
 
Resources: Lessons from Blink, by Malcolm Gladwell Bill Dudley on the Fed’s posture towards the stock market The importance of sleep for optimal cognition and well being 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 …
 
Today, we talk about the interaction between politics and inflation and whether markets, policymakers, and politicians are aligned or not when it comes to managing and messaging around this topic. Joining G3 is Mike Edwards Weiss' Deputy CIO and resident policy expert at the firm. Mike also knows quite a bit about politics, which like it or not, ha…
 
Today, G3 speaks with Weiss' president and CIO Jordi Visser on the volatile markets and the accompanying rhetoric that has been causing widespread agita, doomsday predictions, and plenty of sleepless nights. We'll also do a quick recap on the exciting outcome of this year's Kentucky Derby. Because while the race only happens once per year, the less…
 
On Saturday, May 7th, the 148th Kentucky Derby will take place at Churchill Downs. In another tradition not quite as old, Weiss’s Jordi Visser has published his annual paper ahead of the race that dissects the Derby in his highly analytical and data-intensive way. I’ll talk to Jordi about his paper and get his take on how this year’s race is shapin…
 
No matter who you speak to these days, the big topic in the markets is the same: Are we headed for a recession later this year or next year? Listeners of this podcast will know that Weiss’s Jordi Visser has not been shy in speaking about this topic and in articulating the balance of probabilities associated with where stocks, crypto, and bonds are …
 
It is like a prom, reunion, and Mardi Gras wrapped up into one. You can visit all three parties during a day that feels like it will never end. No matter your age, the Derby makes you feel young. The Derby is a bucket list experience not to be missed. That is how Jordi Visser described the Kentucky Derby in his 2021 annual analysis of the race. For…
 
In this week’s episode of In Search of Green Marbles, G3 speaks about Bitcoin, ethereum, crypto, and web3 with Weiss’s Jordi Visser. Followers of Jordi’s work know that he’s been bullish on Bitcoin and Ethereum for some time, but interestingly, as 2022 has unfolded, even many crypto bulls, including those in the space, have turned bearish. That is …
 
Ever since the winds of war in Ukraine started blowing much has been made of the supposed rock-solid alliance between Russia and China. As conveyed by some in the Western media, Putin's Russia is a vassal to China, and therefore China is implicated in the war whether it likes it or not. But Weiss' Mike Edwards has a different and far more comprehen…
 
Resources: Concentration is Leverage by Michael Edwards Book review of "When Genius Failed" The Year of Speed Chess and the Birth of Bitcoin as an Asset Class 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 informa…
 
The situation in Ukraine is abhorrent. As commodities continue their volatile ride higher, well-known, and revered market participants are warning of an impending recession, or worse, and then there is the Fed. The Fed has gotten hyper-hawkish in a hurry with talk of multiple 50-basis point hikes on the table. If you combine these points, it is eas…
 
Now that the Fed has finally hiked rates, which surprised no one, we should expect to see a sea of prognosticators turn their attention to what the future holds for Fed policy. In this episode, Host G3 speaks with Weiss's Lundy Wright about structural forces that play into future Fed decisions. Lundy has been watching the Fed for decades and brings…
 
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 understa…
 
In the second part of this two-part series on de-dollarization, G3, CIO Jordi Visser and Deputy CIO Mike Edwards convene to discuss the role of the dollar in the emerging technology battle between China and the US, how crypto may figure into a de-dollarizing world, and the scenarios under which the dollar can reassert itself globally. The conversat…
 
In 1996, the columnist Thomas Friedman said that no two countries that both had McDonald's had fought a war against each other since each got its McDonald's. Unfortunately, that theory, known as the Golden Arches Theory of Conflict Prevention, hasn’t aged well. Indeed, economics and trade may still matter in many parts of the world, but when it com…
 
For just about every American alive today, there have been not two certainties in life, but three. Yes, death is a certainty, at least for now, taxes are a certainty too, but then there’s the dollar. Sure, it goes up and down, but dollar dominance across the world has been constant for many decades. And that dominance has played an important role i…
 
Fed watching has become a national sport of sorts. Given the unprecedented actions taken by the Fed to navigate the country through Covid, this sport has perhaps grown faster than any other in our nation’s recent history. And, of course, what sport would be complete without a constant stream of new information to analyze? For that, we have economic…
 
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