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 significant, particularly after the Chinese New Year. To explore those implications, G3 is joined by Jordi Visser and Mike Edwards of Weiss.

Please check important disclosures at the end of the episode and join us for our discussion of China's impact on global markets.

Time Stamps:

• Where do things stand with respect to China’s Covid policy and attempt to reinvigorate the economy? [6:30]
• Is there any chance that the PRC will reverse course and go back to lockdowns? [13:10]
• Why does Jordi believe that commodities will not be the primary beneficiary of China’s reopening? [15:35]
• How does Mike see potential surprises in the US-China relationship playing out in the markets? [20:52]
• How will Jordi and Mike determine if animal spirits are returning to the Chinese economy? [25:58]

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.

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 in everyone's minds and investors are hoping ‘23 won't be a repeat of ‘22. But no matter how the year unfolds, Jordi believes it is important to have a game plan that can guide one’s thinking.

Please check important disclosures at the end of the episode.

Time Stamps:

• What will signal the start of a recession in the US economy? [9:21]
• If recession signs emerge, how will it unfold and how should investors adjust? [11:33]
• What could happen to make Jordi revisit his views on the Fed? [14:44]
• What are the potential adjustments investors may need to make related to China? [20:30]
• What are the main systemic risks lurking on the horizon? [25:11]

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.

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 why are they going to devote the final episode of 2022 to the Derby? Well, that's easy. It's because the race is only 127 days away, and there's nothing like the Derby to prime you for thinking about the markets heading into the upcoming year.

Please check important disclosures at the end of the episode, pour yourself some mint julep-flavored eggnog if you'd like, and get ready to hear Jordi's preliminary analysis on next year's race.

Time Stamps:

• Will there ever be a race that tops Rich Strike's incredible win? [3:18]
• Which horses have caught Jordi’s attention this season? [11:45]
• How does Jordi’s approach to handicapping translate to his approach to the markets? [17:32]

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.

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 by the fire, and get ready for Jordi's look on the year to come.

Time Stamps:

• How does the economy look as we come to the final stretch of 2022? [2:43]
• What is Jordi’s take on the consensus for a full-on recession next year? [5:54]
• How attractive are US equities compared to international equity markets? [11:04]
• What are Jordi’s nominees for surprises of 2023? [15:05]
• In lieu of new year’s resolutions, what are Jordi’s health and happiness goals for 2023? [18:51]

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.

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 Advisers and who continues to use that door frequently because he remains a steady presence in the office. In addition to his amazing career, George has great stories to tell about his life outside of Wall Street, some of which we were able to keep in the episode.

Please check important disclosures at the end of the episode and get ready to get to know George.

Timestamps:

● George provides a brief synopsis of his life story. [2:03]

● Is the concept of a market neutral strategy George’s north star, or did he stumble upon it? [7:18]

● What are the circumstances under which George hired Jordi? [8:51]

● What drew Jordi to Weiss? [11:15]

● How do George and Jordi share decision-making responsibilities for the firm? [18:45]

● How has Weiss managed the leadership transition at the firm?

● Ever an athlete, George tells of joining the US Olympic team at 60. [36:08]

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.

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-centricity and talk about why going beyond the borders of the US makes good sense when looking at markets that can outperform in the years to come.

So, if you could, please grab a mental passport, and check important disclosures at the end of the episode. And please rate the podcast if you can. We’re fortunate to have a growing audience all over the world, but rating the show helps it travel further.

And with that, Bem Vinda.

Timestamps:

● What does Jordi mean by the Great Global Rotation? [2:53]

● How did tech and US equities become significantly overweighted in global benchmarks? [7:10]

● What catalysts will get the ball rolling for the Great Global Rotation? [10:21]

● How will the shift toward onshoring and energy independence impact US and Emerging Markets? [14:35]

● Will one country dominate global benchmarks moving forward? [17:21]

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.

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 disclosures at the end of the episode.

If you like what you hear, please rate and review this podcast.

Timestamps:

● Why did the US electorate defy conventional wisdom in the midterms? [1:34]

● Is the press accurately portraying the frustrations over China’s lockdown policies? [5:50]

● What is the significance of the white paper phenomenon in China? [9:03]

● Will the protests in China lead to changes in how the government manages Covid policy? [12:40]

● What impact will China’s re-entry into the world market have on global inflation? [20:48]

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.

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 general theme of this episode will revolve around learning and taking in information. But we will have to see where it goes. Please check important disclosures at the end of the episode, and with that, Happy Thanksgiving.

Please rate and review this podcast if you like what you hear.

Timestamps:

• Does Jordi think books are a waste of time? [3:07]
• Which books have served as a pathway for Jordi’s learning? [6:02]
• Why did Jordi hate school so much? [11:11]
• How does Jordi incorporate aspects of IQ, EQ, and AQ when interviewing someone? [14:28]
• What makes newspapers so unreliable in Jordi’s estimation? [24:57]
• Why does Jordi prefer to chat with strangers vs. dining with friends? [28:34]

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.

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]

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.

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, instead of pivoting out of your chair, please stick around to hear important disclosures at the end of the episode.

Timestamps:

● Was the messaging from the last FOMC meeting incongruent? [1:43]

● What is the so-called Fed Pivot anyway? [4:24]

● How much does Thursday’s CPI print matter to the Fed at this point? [8:43]

● Lundy’s view on why rallies in risk should be faded.? [13:20]

● The Hobbesian choice between a “doom loop” of tightening rates or capitulating to another round of QE to finance America’s growing deficit? [18:40]

● What does “logical hopscotch” mean? [21:05]

● Who is Nick Timiraos and why is he worth paying attention to? [24:17]

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.