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. Fortunately, it is Derby season again. This week we are going to get Jordi's view of how the 148th Run for the Roses race is shaping up. Jordi explains how handicapping the Derby helps him and Weiss analyze the financial markets.

In this week’s episode of In Search of Green Marbles, G3 speaks about Bitcoin, Ethereum, crypto, andweb3 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 not the case for Jordi. So please check disclosures at the end of the episode and get ready for a bullish perspective for 22’. Please also note that unlike most episodes, which drop 48 hours after recording, we recorded this episode last week.

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 comprehensive view of the China-Russia relationship as it relates to this war, what it means for financial markets, and how deep the alliance runs.

Concentration is the phenomenon in which portfolios have risk clumped together in a small number of large positions. Portfolio concentration can be one of those inside baseball issues that can matter quite a bit at certain times and yet it often escapes the attention of investors, or until the trade associated with a concentrated position blows up, and then the carnage can sometimes be seen everywhere. In this episode G3 talks with Weiss’ Jordi Visser and Mike Edwards about what they are seeing in the market with regard to the concentration issue.

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 easy to understand why so many market participants have become so bearish. Weiss's Jordi Visser sees things differently. He thinks we will likely hit all-time highs for the S&P this year.

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 a perspective and wisdom to the table that few others have.

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 understandable why allocators, financial advisors, and investors may be concerned that the current crisis could lead to financial contagion.

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.

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 comes to analyzing the situation in Ukraine and understanding Vladimir Putin's motives, the Western playbook may not be of much use anymore. In this episode of In Search of Green Marbles, G3 speaks with Weiss's deputy CIO, Mike Edwards, to learn how he's analyzing this very tense situation that has the world, and the financial markets in particular, on edge.

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 in the projection of American power and influence. But now there is reason to believe that we are entering into a new phase, which we are calling de-dollarization. In the first of a two-part series, G3 sits down with CIO Jordi Visser and Deputy CIO Mike Edwards to discuss this critical issue.