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 Search of Green Marbles, Jordi and G3 talk about the recent data he has seen on growth, inflation, and debt and why in his view we aren't headed into a 1970s-style period any time soon. And if you could, please tell someone you know about the show and check out important disclosures at the end of the podcast.

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’s reasoning and rationale and put that in the context of Adaptability Quotient (“AQ”), Behavioral Alpha, and speed chess all in this episode. And if you could, please tell someone you know about the show and check out important disclosures at the end of the podcast.

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 landing in the economy, but the circumstances are very different this time around. To make sense of it all, we are pleased to welcome Weiss's bond expert Lundy Wright. So please check disclosures at the end of the episode and get ready for this one.

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 about the green marbles he’s found on why Bitcoin and China are linked, and we’ll also discuss the role played by animal spirits. So please stick around, check important disclosures at the end of the podcast and get ready for one of the most bullish takes on Bitcoin you’ll find just about anywhere.

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 Edwards on Green Marbles to help make sense of it all. You may want to take notes on this one and also take note of our disclosure at the end of the episode. And with that, welcome.

Today we are going to be talking about relativity. Not in an Einstein way, but in a market context. Because the price of an asset–whether it’s a stock or a bond or a barrel of oil–often tells a much different story about market conditions when that price is compared to another asset or a moment in time.

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, has to be part of the conversation given the pain Americans are feeling at the pump and the grocery store.

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 lessons can last all year long. If you like what you are hearing, please don't be shy and rate us wherever you get your podcasts, and don’t be shy about checking important disclosures at the end of the episode.

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 shaping up. So, if you already like the Derby, you’re in for a treat. And if not, I’d urge you to stick around anyway because the thing about the Kentucky Derby is that it’s more than about the Kentucky Derby. Just check disclosures at the end of the episode.

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 headed. In this episode, G3 checks in with Jordi to get his latest thinking on these topics and to learn more about the data he’s seeing that’s driving his assessment.