In Search of Green Marbles

Hello. It's G3 and this is a sad moment for Green Marbles. After 124 episodes, we have determined that we should go on hiatus for the time being. None of us took this decision lightly, but unfortunately, due to circumstances, we think it's best. Please know that we are grateful to you for listening and supporting the podcast and for your feedback, which we always took to heart. Jordi and I didn't know how things would turn out when we embarked on this journey, but I think I can speak for everyone on the Weiss team when I say that this podcast became an important, integral part of how the firm communicated ideas to the greater investment community. Some of those ideas covered straight markets topics, while others were intended to educate and to inspire, like the episode you're about to hear which explores the connection between AI and cooking. And as usual, Jordi offers up plenty of green marbles throughout the discussion.So, on behalf of George Weiss, Jordi Visser, Mike Edwards, Lundy Wright, my producing partner Reem Abbassi, our Compliance Team Victoria Stearns & Catherine McCabe – who always reminded me to remind you to check important disclosures at the end of the episode – Jena Roche, Pierce Archer and Jeff Dillabough, we thank you for listening. And on a final note, my actual name isn't G3. It's Gregg Schoenberg, and I thank you as well. And with that, welcome and hope to meet you again.Timestamps:Who is G3? [1:28]How does Jordi connect learning to cook with learning how to use AI? [3:33] How can people begin integrating ChatGPT into their daily tasks? [8:36]Why is visualization a key part of learning how to use AI? [13:41]What analogy does Jordi use to describe ‘prompt engineering'? [17:09]Resources:The art of perfectly scrambled eggsJohn Starks dunks on Michael JordanJosh Waitzkin, The Art of Learning, "Beginner's Mind"Jordi's LinkedInJordi's email: jordi.visser30@gmail.comG3's LinkedInDisclosures: 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...

Jordi and G3 are joined by special guest Robert Bogucki, a Portfolio Manager at Brevan Howard, where he leads liquid trading for BH Digital, the firm's digital assets business.Rob's perch puts him right in the middle of the action when it comes to crypto flows, trends and narratives. He is also an old friend of Jordi's who, as our listeners know, has a sharply defined vision for where crypto is heading. With a little friendly provocation by G3, these two one-time derivatives traders had the green marbles flying in no time. Please check important disclosures at the end of the episode This podcast was recorded on February 27th. Timestamps:How did Rob make the transition into crypto? [9:35]Who helped Rob overcome his initial skepticism on crypto? [14:49]How does Jordi view Bitcoin vs. other digital assets such as Ethereum and Solana? [27:54]What is the importance of the Bitcoin spot ETF to the macro landscape? [36:57]What is Rob's perspective on crypto's inherent volatility? [50:45]Resources:Linkedin Biography for Robert Bogucki9 Spot Bitcoin ETFs Break Volume RecordsUnraveling the Difference Between Bitcoin, Ethereum and SolanaHow Hedging Helps Bitcoin Miners 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.

As many of you know, there is no Fed meeting this month. As such, it would be reasonable to assume that we wouldn't have Lundy Wright on the podcast because he's the expert we turn to when it comes to analyzing the latest meeting. However, as you may have noticed, a recent spat of economic numbers has put a real question mark over the prospect of rate cuts any time soon. If not flipped, the script has certainly been ruffled. So, we asked Lundy to come on and provide his latest views on where things stand and what factors he's watching ahead of the March Fed meeting. Please check important disclosures at the end of the episode.This episode was recorded on Wednesday, February 21st after the market close.Timestamps:Does Lundy think that seasonal factors have skewed January data, including Core CPI? [5:16]What is the r-star rate and why does Lundy refer to it as “mythical nonsense”? [8:55]Could the supply of Treasuries that will come to market counter economic stimulus? [17:39]What is Lundy anticipating ahead of the March Fed meeting? [23:48]What is Lundy's “recipe” for creating trading paralysis in the bond market? [27:55]Resources:Fact Sheet on seasonal adjustments in the CPIGazing at r-star: Gauging U.S. monetary policy via the natural rate of interestAn ugly 20-year bond auctionDisclosures: 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.

This week, G3 welcomes Mike Edwards onto the pod to continue their exploration of how the 2024 election could impact markets today and in the future. As listeners know, Mike has been a frequent guest on the show given the eye-popping headlines we are witnessing as the 2024 election season approaches.Topics covered in the conversation include whether the market has priced in the difference between MAGA and traditional Republicanism, Donald's Trump's potential immigration & tariff policies, Trump's recent comments concerning NATO and his desire to be a dictator for a day, and President Biden's perceived frailty. Please check important disclosures at the end of the episode.This episode was recorded on Tuesday, February 14th. Timestamps:Should Trump win the election and remove sanctions on Russia, what could be the potential effects on the Russia-China relationship? [11:44]How might Inflation play into the tariff regime that Trump is proposing? [17:11]How are our European allies reacting to Trump's statements concerning NATO? [22:27]Does Mike believe that the markets are likely to “freak out” if Trump wins? [31:25]Resources:Jordi's latest webinar NBER: Help for the Heartland? The Employment and Electoral Effects of the Trump Tariffs in the United StatesThe Democratic Party is Having an Identity Crisis by Ezra KleinHistorically Low Faith in U.S. Institutions ContinuesDisclosures: 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.

This week, Jordi and G3 welcome Sultan Meghji back to the podcast. As long-time listeners know, when Sultan is the guest, green marbles start flying everywhere.This episode continues in that tradition, but it focuses narrowly on cybersecurity, as Jordi and Sultan believe that cybersecurity isn't getting the attention it deserves by the markets. In fact, while generative AI may have been the key factor driving the equity markets higher last year, 2024 is a new ball game. And cybersecurity – not LLMs – could represent the dominant narrative this year. But according to Jordi, the best way to participate in the “cyber surge” is through Bitcoin.Please check important disclosures at the end of the episode.Timestamps:What is Jordi's point of view on the national threat posed by TikTok? [9:12]How confident is Sultan on the U.S. possessing superior abilities to defend against cyber attacks? [21:46]Is the strong market performance of leading cybersecurity names a reflection of a growing concern of a cyber attack? [25:14]What is the role of decentralization, blockchain, and crypto in combatting cyber attacks? [34:05] What advice does Sultan offer on how to prevent being hacked? [42:18]Resources:Frontier Foundry's websiteUK report on state-sponsored cyber attackersFirst of its kind AI heist AI Voice ScamsWhat ever happened to Alta Vista?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...

On this week's In Search of Green Marbles, G3 welcomes Weiss's political expert, Mike Edwards, to discuss the 2024 election cycle. As things are beginning to heat-up, there was no shortage of subjects for them to discuss.Topics included which sectors of the economy would benefit under Biden and Trump, how tariff talk and tax policy are connected, Chevron Deference's importance, the implications of the UAW's Shawn Fain's decision to back Biden, the Trump Veepstakes, the Taylor Swiftboating of the GOP and why Nikki Haley is staying in the GOP race for now. Please check important disclosures at the end of the podcast.Timestamps:What's the strategy behind Donald Trump's push for higher tariffs on Chinese imports? [2:59]What is Mike's opinion on the polling data showing Americans have more confidence in Trump's economic leadership compared to Biden's? [14:52]Are there any surprises in the Biden and MAGA Baskets being issued by the sell-side firms? [20:35]Does Mike give any credence to any of the political ‘Page Six' worthy stories that he has been hearing? [31:20]Resources:Donald Trump Ramps Up Threat of Tariff War if Elected PresidentSCOTUS Likely to Discard Chevron DeferenceTrump Is in a One-Sided Popularity Contest With Taylor SwiftByron Donalds BiographyDisclosures: 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.

Normally, when Weiss's bond expert, Lundy Wright, comes onto the pod, it's because the Fed has just met and made its decision on interest rates and the choice of words it used in the accompanying statement. We also spend a lot of time discussing Chairman Powell's press conference that follows the decision and what he said (or didn't say) and how he answered questions posed to him by the press. But it's a new year, and G3 is going to try something new in ‘24. As our listeners know, the Fed will be meeting next week, so G3 invited Lundy onto the pod ahead of time. In doing so, our hope is that it will provide our audience with a new vantage point by revealing the specific things that Lundy will be looking for during the meeting.Please check important disclosures at the end of the episode. This episode was recorded on Thursday, January 25th. Timestamps:Besides the FOMC meeting, what other factors could drive markets next week? [1:50]When did markets start expecting rate cuts as a norm instead of a response to economic downturns? [8:25]Could details of the anticipated tapering of quantitative tightening play a role in the market's reaction to the Fed meeting? [16:29]How might the markets react to a divergence between the Fed's statement and Powell's press conference? [22:28]Resources:Overview of the TBACThe careful balance between hard and soft data on the economyThe Fed and the dual mandate in plain EnglishLagarde speaks after rate decisionHow might the Fed roll back QT?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...

G3 welcomes Jordi Visser onto the podcast to offer up a market update. Thus far, January has kicked off 2024 to a rocky start. Jordi will discuss the headwinds behind this turbulence and offer his latest perspectives on inflation, AI and investor sentiment. Jordi and G3 also discuss the Mag-7 and whether or not Apple has Tesla should remain in the group.Please check important disclosures at the end of the episode.This episode of Green Marbles was recorded on Wednesday, January 17th. Timestamps:What are Jordi's market expectations in the short term? [1:45]Why might declining inflation fail to be a tailwind for the equity market? [8:30]What does Jordi mean by “demographic adjusted net worth”? [13:18]What are some of the surprises that Jordi is eyeing this year? [20:15]Resources:Baby Boomers are hitting “Peak 65”2024 Market Outlook [Video]Chinese economic outlook is weakMistral complete fundraising valuing the start-up at $2 billionDisclosures: 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.

This week, G3 welcomes Mike Edwards onto the pod for the first time in the new year. We can assure you it won't be the last time either because 2024 is shaping up to be a year to remember on multiple fronts that play to Mike's expertise. As listeners of this podcast know, Mike is a keen observer of the tango that takes place between markets and politics. And with the 2024 election looming large, we wanted to get Mike onto the show ASAP in order for him to lay out his preliminary thinking, bat away a few buzzy-but-irrelevant issues and provide a heads-up on the factors that could meaningfully impact various economic sectors. Please check important disclosures at the end of the podcast and brace yourself for this one. A final note: This podcast was recorded on January 3, 2024. Timestamps:Does Mike believe that Donald Trump's legal issues will impact the 2024 election outcome? [3:23]Will third-party candidates influence who the next president will be? [12:36]What is the probability of neither major presidential candidate securing 270 electoral college votes? [16:24]Which possible 2024 election outcome is the market currently ignoring? [24:04]What does Mike believe that market participants should start considering in advance of November's election? {35:49] Resources: The Senate map looks very tough Democrats John Mulaney's “There's a Horse in the Hospital” (Warning: Explicit Content) Trump's reign of tariffs Bob Lighthizer biographySuper PAC to support No Labels Launches 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...

Welcome to the first episode of In Search of Green Marbles in the new year. To kick things off, G3 welcomes Jordi Visser onto the pod to take a walk down memory lane. Specifically, they discuss all the mistakes and miscalls Jordi made in 2023. The idea for this episode was Jordi's and it's based upon his view that one should always be learning from one's screw-ups. In fact, Jordi's 2023 screw-ups are important inputs into the 2024 playbook that he's devised. G3 and Jordi discuss this playbook in detail. Please check important disclosures at the end of the episode.Timestamps:What were some of the wrong predictions that Jordi made in 2023? [3:35]What is Jordi's 2024 playbook based on what he sees in the economy, stocks, rates, and politics? [7:33]What are some potential surprises we might encounter in the market throughout 2024? [12:04]What does Jordi predict will be the 2 most important themes in 2024? [22:00]What is the relationship between Bitcoin and interest rates? [26:16]Resources:Don't Just See, Observe: The End of Fiat Asset Inflation and the Bitcoin Moment [Paper]UBS Billionaire Ambitions Report 2023: The great wealth transferCNBC's Kelly Evans talks Bitcoin with Jordi Visser 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.

For the very last In Search of Green Marbles episode of 2023 (what a year it's been), G3 gathers with Jordi Visser to speak about AI and college, two topics that are near and dear to Jordi's heart. A final note to our listeners: We would like to thank you for the steadfast support we have received in 2023. You have provided us with a great deal of useful feedback and insights that we have incorporated into the pod. We appreciate it very much and would ask that you keep it coming next year.If you haven't rated and reviewed the podcast, we ask that you consider doing so. Please check important disclosures at the end of the episode.Timestamps:What are Jordi's views on how AI will disrupt the work environment in the future? [3:00]Does Jordi believe AI will de-value a degree from a prestigious school? [8:24]What advice has Jordi provided to his own son regarding how to thrive in the age of AI? [16:30]Are there different considerations for younger children who have not yet advanced to the high school level? [21:44]What is the significance of the number 139,944? [32:00]Resources:#JordiPlusJarvis LinkedIn ArticlesA Whole New Mind by Daniel PinkThe Coming AI Revolution—And Why College Graduates Will Be Ready For ItDisclosures: 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, which was recorded earlier in December, G3 continues his inquiry into Jordi Visser's new portfolio recommendation that calls for a 50-30-20 allocation between money market funds, fiat assets and Bitcoin. Those who missed Part 1 of the discussion may want to first listen to Episode 111, which was released on December 8th. Please, check important disclosures at the end of the episode, and join us for this far-reaching discussion. Note: This episode was recorded on December 7th, 2023.Timestamps:How do the trends in demographics fit into Jordi's 50-30-20 allocation model? [2:34]What exactly are money market funds, and how do they impact other assets within the fiat system? [11:09]How has the evolution of AI contributed to making entrepreneurship a more critical element in our economic landscape? [20:43]What does Jordi foresee as the key areas where AI will cause major disruptions in the future? [30:20]Why does Jordi believe that those who haven't invested in Bitcoin will soon feel a sense of missing out (FOMO)? [47:24] Resources:The Continued Rise of the Extended WorkforceAI and Covid-19 Vaccine: Moderna's Dave JohnsonThe world's largest proteins? These mega-molecules turn bacteria into predatorsWhat is AlphaMissense?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.

This episode of In Search of Green Marbles was recorded on Wednesday, December 13th at 4.30pm, which was subsequent to the Fed's December Meeting and Press Conference.The week's episode featured Lundy Wright, Weiss's bond expert. In addition to providing his assessment of the Fed meeting, Lundy offered up his latest take on where things stand in the fight against inflation and how the Fed's meeting impacted that effort. Please check important disclosures at the end of the podcast. Timestamps:What is Lundy's take on the Fed's decision to insert the word “Any” in its latest statement? [2:25]What is the Fed's “Dot Plot” and can it be used to accurately predict future Fed Funds rate trends? [4:22]What could be the unintended consequences of Chairman Powell's dovish press conference and Fed statement? [12:40]In Lundy's view, how might the outcome of the latest Fed meeting influence housing affordability? [27:23]Resources: The Fed's dot plot: Breaking down the latest projectionsPresident Biden gives a rare take on interest ratesWhat is Fiscal Dominance?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.

This week, G3 speaks to Jordi Visser about his 50-30-20 (Money Market Assets / Fiat Assets / Bitcoin) portfolio recommendation, which he believes can lead to outperformance in the years to come. This episode is the first installment in a series that will explore Jordi's recommendation from a variety of vantage points. Inspired by the character Sherlock Holmes, G3 and Jordi treat this discussion like an unfolding mystery novel. Please check important disclosures at the end of the episode. Timestamps:What is Jordi's 50-30-20 rule? [2:07]Is the 50-30-20 rule a reflection of a dark, bearish outlook? [11:35]Why is Web3 poised to be more of a disruptive force next year? [17:40]How does Jordi connect the ‘no more business cycles' idea to the decline of the fiat system? [24:30]What other topics will be covered in the coming episodes of the 50-30-20 rule series? [32:37]Resources:Mistral AI, the French Competitor of OpenAI, Prepares a €450 Million Fundraising RoundHealthcare job growth How AI is making entrepreneurship more accessibleGreenspan on technological advancement 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, recorded on Wednesday, November 29th, G3 speaks with Weiss's China expert, Mike Edwards, about the upcoming presidential election in Taiwan. China, the US and much of the world will be watching this election closely because Taiwan's status has been a major source of tension between the world's two superpowers. Mike provides an overview on where Sino-US relations currently stand and discusses if and how the election could impact the trajectory of those relations. Mike and G3 also discuss the geopolitical significance of Taiwan Semiconductor Manufacturing Company (TSMC), which is headquartered about 45 miles to the southwest of Taipei.Please check important disclosures at the end of the episode and join us for this important discussion. Timestamps:How could the Taiwanese presidential election impact Sino-US relations? [1:30]Who are the key players in the Taiwanese election? [7:12]Who is the PRC rooting for and against in the upcoming election? [18:45]What is the geopolitical significance of Taiwan Semiconductor Manufacturing Company (TSMC)? [24:26]How might the Biden-Xi meeting at the APEC Summit as well as Congressional China hawks like Mike Gallagher impact the trajectory of US-China relations? [29:13]Resources: Joe Biden meets Xi Jinping in California: seven key takeawaysWho is Hsiao Bi-khim?Taiwan's Semiconductor Dominance: Implications for Cross-Strait RelationsDisclosures: 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.

For our Thanksgiving week episode, G3 is joined by Jordi Visser, President and CIO at Weiss. Of course, food is very much top-of-mind during this holiday. And like every day of the year, food is top-of-mind for Jordi. As such, we thought it would be fun to do a follow-up episode on anti-obesity drugs like Ozempic.Topics covered on this episode include the impact of Agonists on various economic sectors, how pension liabilities could be impacted by these drugs and last but certainly not least, why Jordi serves lobster over turkey at his Thanksgiving.Please check important disclosures at the episode.Note: This episode was recorded on November 8th, 2023.Timestamps:What are Jordi's current views on Ozempic and other obesity/weight loss drugs and their impact on the economy? [2:44]What conclusions can be drawn from Novo Nordisk and Eli Lilly's recent acquisitions? [9:19]What is Jordi's perspective regarding the potential consequences for pension liabilities as healthspan and lifespan are extended? [11:11]How does Jordi relate the 'food be thy medicine' principle to the rising trend of Ozempic? [15:11]Why serve lobster over turkey? [22:53]Resources:Episode 99: G3 and Jordi discuss Ozempic and AIEli Lilly's “Triple G” obesity drug leads to 24.2% weight loss in trialDigital camera sales over timeDisclosures: 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 of In Search of Green Marbles, recorded on Wednesday, November 15th, G3 welcomes Weiss's Jena Roche, Director of Investor Relations & Marketing, and Reem Abbassi, Senior Project Manager, to talk about Weiss's full embrace of AI. Both Jena and Reem are on the front lines of the firm's AI efforts. As such, G3 asks them about how they are deploying AI today and how it might be used in the future. Other topics include whether or not AI will replace professionals at the firm and what AI means for female professionals on Wall Street. Please check important disclosures at the end of the episode.Timestamps:Is it Weiss' goal to replace human jobs with AI? [3:37]What is an example of how AI is being used by the Operations Team at Weiss? [7:54]How long did it take Reem to become proficient in using text-to-image AI technologies for creating social media content? [11:36]How does Jena describe the firm's process for deciding when to use an AI solution and when not to? [15:15]How is AI leveling the playing field for women on Wall Street? [18:25]Resources:#JordiPlusJarvis LinkedIn ArticlesClaude vs. ChatGPTBuilding customized chatbots with co-pilotRegulatory sandboxes for AIAI tutorial on youtubeDisclosures: 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.

This week, G3 welcomes Jordi Visser on the pod to talk about the regime change he's seeing in the markets. He's also eager to discuss who wins and who loses in this new regime and how he believes investors may want to get ahead of the new world that we are entering. Spoiler Alert: Bitcoin figures prominently into Jordi's thinking.Please check important disclosures at the end of the episode. Timestamps:What does Jordi mean by the terms “macro inflection point” and “regime change”? [4:13]How much weight will Jordi place on the ISM to predict future economic conditions? [13:13]Are the peak in fiat assets and the “no more business cycle” concepts two sides of the same coin? [15:25]Why is Jordi calling for “Peak Ponzi”? [18:40] What should replace 60/40 in the new regime that Jordi foresees? [29:50]Resources:Raoul Pal's The Exponential Age Speaks to Jordi VisserSVB, ChatGPT and the Future of Trust: The Bitcoin Moment [Paper]Shrinking Populations Around the WorldM2 ExplainedWithout A Fight Wins 2023 Melbourne CupWeiss' Daily Morning Meeting SummaryDisclosures: 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.

Lundy Wright joins G3 to discuss the FOMC's latest policy meeting in this week's episode, recorded on Wednesday, November 1st. In their wide-ranging discussion, Lundy and G3 discuss the Fed's policy statement and Fed Chair Jerome Powell's press conference. They also discussed recent economic data and why Lundy believes that 10-year yields are headed higher.Please check important disclosures at the end of the podcast. Timestamps: What is the significance of the Fed updating its statement to include a mention of tighter financial conditions? [3:05]Why do central bankers seem to ‘whipsaw' the markets on purpose? [9:48]What risky bet is both the Fed and Treasury making right now? [17:55]Does Lundy think that yield curve control will be implemented eventually? [21:53]Why does Lundy believe that the longer end of the curve will sell off further? [27:24]Resources:Fed Chair Jerome Powell and Philadelphia Fed President Harker visit York, Pa (video)$7.6 trillion of US government debt will mature in the next yearThe Atlanta Fed's GDPNowDisclosures: 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, recorded on Wednesday, October 25th, G3 welcomes Sultan Meghji and Mike Edwards to the show to discuss the unfolding war in the Middle East. Please note that we all recognize the terrible carnage that has taken place and in no way want to be insensitive to it. However, this podcast is designed to look at events through a markets angle. As such, while our hearts are heavy, we will be adhering to that approach. Please check important disclosures at the end of the episode. Timestamps:Is Israel's postponement of the ground incursion into Gaza an escalation or de-escalation of the war? [2:22] What is Mike's perspective on Iran's intentions behind alerting Israel about the Oct. 7 attack? [16:10]What are the implications for defense spending as a result of the war? [24:50]Why does Sultan view space infrastructure as being critical to both U.S. military capabilities and the stability of the economy? [32:09]How could the recent events in the Middle East influence the price of crude oil? [39:37]Does Mike anticipate that the Middle East War will have any impact on the candidates vying for the GOP presidential nomination? [50:46]Resources: Sultan's start-up, Frontier FoundrySultan's BiographyThe current “warm war” in spaceUkraine's 3D printed bombsDisclosures: 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, recorded on Wednesday, October 19th, G3 and Jordi Visser gather for another AJA, which stands for Ask Jordi Anything. In this format, G3 reads questions posed by our listeners on any topic they want, and Jordi responds.Questions posed include topics ranging from AI, America's national debt, Ozempic and the Risk/Grow Index. We also had a question from a college senior looking to Jordi for career advice. Please check important disclosures at the end of the episode. To ask a question, please find the link below and we'll try to get it answered in a future edition. Timestamps:How can AI enable smaller firms to compete with tech giants given AI's resource demands such as compute power? [4:20]Which characteristics should investors prioritize to gauge growth potential of small-cap firms? [10:51]Should investors pivot more towards crypto, gold and other hard assets given the inability of the U.S. to reign in its debt? [14:53] How does Jordi reconcile his enthusiasm for the societal benefits of anti-obesity drugs with his general wariness of the pharmaceutical industry? [20:22]What is the Risk/Grow index and what significance does it have on Jordi's work? [25:04] Should a college graduate who is aiming for a trading position prioritize a job with a US Desk over an Emerging Markets Desk? [29:19]Resources:Ask Jordi AnythingJordi explains his Risk/Grow Index constituents [VIDEO]Adam Jonas on the convergence of the car and smartphoneThe Clash of Assets: Bitcoin vs. Gold (Video) from Real VisionAbout: 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.Please listen here and subscribe to In Search of Green Marbles wherever you get your podcasts.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...

On this episode, recorded on Wednesday, October 11th, G3 welcomes both Jordi and special guest, Raoul Pal, to the show. Raoul is the CEO and co-founder of Real Vision, a well-known financial media company and platform dedicated to democratizing the financial markets. He is also an investment strategist, economic historian, business cycle economist and a self-described journeyman. Please check important disclosures at the end of the episode. Timestamps:What is Real Vision and what were Raoul's motivations for starting the company? [2:06]Why exponential growth themes have killed Raoul's interest in oil and currency markets [12:41]What is the relationship between abundance and scarcity, and how does it affect the concept of a recession? [26:20]What is the role of AI in the future of business start-ups and its relation to decentralization? [47:17]Why are Jordi and Raoul so bullish on crypto heading into 2024? [51:33]Why does Raoul believe that Tesla is the most misunderstood company in the world? [52:52]Resources:Real VisionRaoul Pal's biography What is Solana Firedancer?Metcalfe's LawReed's LawTesla's new supercomputer, DOJO (Video)More Cowbell (Video)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.

On the podcast this week, G3 speaks with Mike Edwards about Kevin McCarthy's ouster from the speakership – a first in America's 246-year history. Topics covered include how McCarthy's removal could impact America's fiscal uncertainties, the financial markets, aid to Ukraine, the Taiwan situation and the 2024 political climate.Please check important disclosures at the end of the episode, because while the House may be out on recess, In Search of Green Marbles is most definitely in session.Timestamps:What is Mike's best guess as to how the next couple of weeks will unfold? [6:31]How might aid to Ukraine, Taiwan's defense, and policies around China be affected by McCarthy's ouster? [9:58]Why was the removal of McCarthy a ‘bad day' for bipartisanship? [17:43]What are the political ramifications of the House's chaos on the 2024 election cycle? [20:55]Resources:Speaker Pro Tempore Patrick McHenry Slams Gavel After McCarthy's Historic OusterSteve Scalise biographyJim Jordan biographyGeorge Carlin on politicians (warning: this video is for mature audiences only)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 week's In Search of Green Marbles episode, recorded on Wednesday, September 27th, G3 speaks with Weiss's “bond guy,” Lundy Wright. In the discussion, Lundy shares his thoughts on last week's Fed meeting and how the bond market has responded since the meeting. Lundy also takes the opportunity to expound on the difference between inflation and high costs of certain items in our economy. Last but not least, Lundy tells G3 about how he's using AI in his workflow. You read that correctly: Lundy is using cutting-edge AI technology to enhance his processes. Please check important disclosures at the end of the episode. Timestamps:Why was Lundy surprised by the Fed's decision to pause rate hikes? [1:50]Why does the Fed want to ‘normalize' the yield curve and what is a bear steepening? [5:30] How is the "affordability crisis" impacting America's sense of economic well-being? [13:00]How is Lundy, Weiss's “bond guy”, incorporating AI in his workflow? [18:50]Resources:What is a bear steepener?How a mortgage lock-in impacts the entire housing marketWhy do affordable homes matter?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.

This week, G3 welcomes Jordi Visser, Mike Edwards and Lundy Wright to commemorate the 100th Episode of In Search of Green Marbles. As we look towards the next 100 episodes, G3 asks each guest not for predictions, but to speak to the main questions they expect to encounter in the months and quarters to come.We extend a hearty thank you to our listeners for all of the support they have shown to us. We also would like to thank George Weiss, Reem Abbassi and Weiss's compliance department for helping to ensure that the show's content always passes muster.Please check important disclosures at the end of the episode.Timestamps:Over the course of the next 100 weeks, what is the big picture AI-related question on Jordi's mind? [4:52]As it relates to China, what are the unresolved questions on Mike's mind [17:17]Has Jordi maintained his confidence in his crypto thesis? [27:52]What looming question is on Mike's mind as the U.S. election approaches? [32:44]When it comes to Treasuries, how is Lundy thinking about the supply/demand equation? [42:29]Resources:Adapt or Die by Jordi VisserJohn Wooden's legacyRinging the bell: The significance of this Navy Seals traditionJames Carville on the bond marketDisclosures: 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 of Green Marbles, recorded on September 14th, Jordi and G3 discuss the explosive category of drugs that were first put on the market to address diabetes, but are now also being used for weight loss. The most notable of these drugs is Ozempic. They proceed to talk about this drug and others from a longevity, economic and market perspective. Please check important disclosures at the end of the episode and take special note that this podcast is for informational purposes only.Timestamps:What inspired Jordi to approach G3 about doing an episode on weight loss drugs? [1:37]When did the Ozempic frenzy begin? [6:47]How does Jordi connect longevity, Ozempic and AI? [9:05]What are some potential near-term economic and market impacts of Ozempic? [17:30]Does Jordi believe that the Federal Reserve is taking into account how health care innovation is impacting our economy? [23:40]Resources:The economic value of targeting agingAI and the COVID-19 Vaccine: Moderna's Dave JohnsonGoogle DeepMind's AlphaFoldNovo Nordisk dethrones LVMH as Europe's most valuable companyLilly's Phase 2 retatrutide results published in The New England Journal of MedicineDisclosures: 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.

This week, G3 welcomes Jordi Visser on the podcast to get his latest thinking on recession hand-wringing that just won't go away, whether China can get out of its doldrums and the impact of healthcare on the U.S. economy. Last but not least, Jordi and G3 discuss Bruce Springsteen and the role his music has played for both of them.Please check important disclosures at the end of the podcast.Timestamps:Does Jordi's latest webinar indicate he is getting more bullish? [4:40]What do the ISM trends indicate about the likelihood of a recession? [8:06]What indicators in the Chinese market should market participants be watching? [10:24]What are the impacts of AI, interest rates and bankruptcy on business formation? [12:40]What negative surprises does Jordi think could impact his no recession theory? [19:39]Resources:September Insights: Jordi's Market Forecast [VIDEO]US healthcare's role in the broader economy (McKinsey & Co.)“Thunder Road,” Live at the Hammersmith Odeon (1975)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.

Hi, it's G3 and we are dropping a fresh episode of In Search of Green Marbles on Friday, September 1st, which of course is the Friday before Labor Day. We are doing this in anticipation of a busy Fall for the markets and there is no shortage of topics that we will want to cover – so we're getting a head start.One of the key topics in our purview is whether or not there will be a big infusion of stimulus coming from China that will summon forth animal spirits domestically and support global markets. Is this a realistic expectation or are we all just waiting for Gadot? That's the question we'll be covering this week with Weiss China expert, Mike Edwards. Please check important disclosures at the episode.Timestamps:Why does Mike frame the discussions about China's attempts to boost economic growth as an "is" vs. "ought" debate? {2:03]How is 'stimulus' influencing the sentiment amongst Chinese consumers and market participants? [9:53]Why does Mike expect China will not deploy major measures to surpass a 5% growth rate? [12:34]Are market participants rooting for the arrival of a stimulus "bazooka" influencing the outcome of economic decisions in China? [21:10]Many Chinese banks are trading dramatically below book value. Does this indicate a broken financial system? [27:21]Resources:Zhongrong Trust's missed payments trigger fears among Chinese investorsChina suspends report on youth unemploymentWhat is the NDRC?China's Xi calls for patience as Communist Party tries to reverse economic slumpDisclosures: 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...

This week, we are delighted to present a previous episode of In Search of Green Marbles that featured Jena Roche, Weiss's Director of Investor Relations and Marketing. But the timing is not coincidental, as tomorrow, August 26th, is Women's Equality Day. Thanks to a 1973 Joint Resolution of Congress, Women's Equality Day was established to commemorate August 26th,1920, which marked the day in which Secretary of State Bainbridge Colby quietly signed the recently ratified 19th Amendment in his home – without any fanfare – that gave American women the right to vote. In doing so, a movement that started over a century earlier could finally declare victory.The journey towards equality beyond suffrage has made many strides since that day 103 years ago, but it's been a struggle. For example, it took all the way to 1974 and the enactment of the The Equal Credit Opportunity Act, before women were able to apply for credit cards and other loans in their own name, regardless of their marital status. And believe it or not, it took all the way until May 12th, 1987, before the first coeducation class graduated from Columbia College. So, while women have made great strides, Weiss believes that it's important to remember that the achievements made by women have been hard fought and have taken way more time than they should have. And the fight for progress continues, which is why we wanted to take this week to recognize one of our formidable women warriors.Please check important disclosures at the end of the episode.Time Stamps:Why is Jena enamored with manatees? [8:08]Why did Jena choose to attend Wellesley College despite the tuition cost? [10:31]How did Jena get to Wall Street after majoring in Biochemistry? [18:50]How does Jena apply the Ideal Gas Law formula, PV=nRT, in her daily life? [21:00] How did Jena transition from banking into her role in Marketing & IR at Weiss? [22:14]What advice does Jena have for aspiring women who are starting their careers on Wall Street? [32:15]How did George Weiss, Jordi Visser, and other finance professionals at Weiss help Jena think about her own investment decisions? [36:19]Resources:Women's Equality Day OverviewThe Equal Credit Opportunity ActClass of 1987 Heralds New Era at Columbia 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...

This part of the Summer used to be a slow period for news and events. But that's certainly not the reality this year when it comes to economics, markets, foreign affairs, and politics. A case point is the looming prospect of a U.S. government shutdown this Fall that is already increasing the tension in the air around the beltway. Weiss's Mike Edwards joins G3 to provide his political assessment on whether or not a shutdown is likely to occur. He also weighs in on the potential economic consequences of a shutdown and addresses G3”s questions regarding ongoing congressional support for Ukraine and how China may be viewing the latest chapter of Washington's game of fiscal chicken.Please check important disclosures at the end of this episode.Timestamps:Why is Mike convinced that a U.S. Government shutdown is likely going to happen, and what factors could delay it until December? [1:30]Why might members of the Freedom Caucus opt to vote against the budget bill, even if it includes some meaningful cuts? [9:53]Is Mike worried that the U.S. government is poised for a so-called "Minsky Moment"? [14:23]How could a government shutdown impact the markets and our economic growth? [20:00]How might China's leadership perceive America's annual game of fiscal chicken? [29:40]Resources:Hastert RuleLet's Hope Churchill Was Wrong Minsky MomentDisclosures: 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.

On this episode of In Search of Green Marbles, recorded on Wednesday, August 9th, Jordi Visser updates G3 on his latest experiments with AI and on his ongoing efforts to use AI to transform the way Weiss is run. Jordi proceeds to discuss how IQ will be transformed in the age of AI. Please check important disclosures at the end of the podcast and enjoy this wide-ranging discussion on how AI is changing our world in real time. Timestamps:How is Weiss encouraging employee experimentation with AI and what is a sandbox environment? [5:20]How would Jordi describe ChatGPT, AutoGPT and the Code Interpreter to a kid? [8:34]How has AI reshaped Jordi's assessment of prospective employees and why does he believe that ‘CQ is the new IQ'? [12:38]What role does curiosity play in achieving success with modern AI tools? [19:51] Resources:Ask Jordi AnythingNavigating the World of Coding with the Precision of Waze (LinkedIn Post)I was there when AI helped to create a vaccine What is Auto-GPT and why does it matter?Code Interpreter For Learning (video)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.

On the pod this week, G3 is joined by Weiss' Jordi Visser to get his latest thinking on the markets and the economy. They also talk about that big recession that hasn't come and what Jordi is forecasting for the remainder of the year. As always, please check important disclosure at the episode.TimeStamps:How was July a ‘capitulation' month? [2:10]What is the meaning of the term 'SHEconomy,' and why has it become a driver of growth? [6:48]Why does Jordi believe that a ‘synchronized' recession will not occur and how is it different than a rolling recession? [11:02]Why does G3 want to organize a poker game with a market strategist who presented alongside Jordi? [15:18]Will China rebound with significant stimulus measures, or will they fall into a deflationary spiral? [19:27]Resources:Ask Jordi AnythingRiding the Highs: Understanding the SPX Surge, Inflation Decline, and Economic Stability [VIDEO]What recession? It's a summer of splurging, profits and girl powerFalling birth rates in ChinaDisclosures: 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 Search of Green Marbles is back with a fresh new episode recorded on Wednesday, July 26th, which was Fed Day. And while the Fed's actions were very well telegraphed, Weiss's own Lundy Wright had plenty to say about both the Fed's statement and the subsequent press conference. Please check important disclosures at the end of the episode and enjoy this conversation with Weiss's Bond guru, Lundy Wright. Time Stamps:What are Lundy's general thoughts on the latest FOMC statement and the subsequent press conference? [2:32]Is Lundy of the opinion that this will be the final interest rate increase of this hiking cycle? [8:43]Why is Lundy disappointed in Powell's tone during the press conference? [15:00]As the Basel III endgame plays out and the resumption of student loan payments hit this Fall, are the markets expecting a deceleration in the economy? [20:05]Given where the yield curve is, does Lundy believe that bond market participants are anticipating Fed interest rate cuts? [22:28]Resources:What is the Citi Surprise Index (video)?What are Reverse Repurchase Agreement Operations (RRPs)?The Fed Has Paused BeforeDisclosures: 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.

Back by popular demand, we are delighted to present our second AJA which stands for Ask Jordi Anything. In this episode, G3 asks questions submitted by our listeners on a range of topics. They include Jordi's thoughts on building programming skills, commodity prices, large language models, his biggest trading mistakes and much more. G3 even threw in a question himself about horse racing.Please check important disclosures at the end of the episode. And if you'd like to ask a question yourself, don't be shy. This episode was recorded on June 7th.Timestamps:Which Python courses does Jordi recommend for individuals interested in learning to build AI-powered tools for data analytics and finance? [2:30]What data points did Jordi rely on to support his assertion that the reopening of China would not lead to a strong rebound in commodity prices? [5:47]What impact does Jordi predict AI will have on markets as countries and industries with demographic challenges harness the recent advances in technology? [13:40]Based on Jordi's horse racing framework, what in his view is the ‘dark horse' sector of the market right now? [17:22]What was Jordi's most significant trading mistake and what did he learn from it? [20:04]What was the significance of the Belmont Stakes race given the challenges in thoroughbred horse racing this year? [25:58]Resources:Ask Jordi AnythingJordi's recent appearance on Anthony Pompliano's showThe Belmont StakesDisclosures: 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...

Will Big Tech be able to self-regulate when it comes to AI? How can you impose legislation over open source software? Should algorithms be given rights? These and other questions related to regulating AI were tackled in the second part of G3's AI discussion with Weiss Deputy CIO, Mike Edwards. Please just check disclosures at the end of the episode. This episode was recorded on June 14th, 2023.Timestamps:Do we need to regulate AI to prevent irreversible consequences? [2:19]Should large tech companies seek to self-regulate their AI activities? [9:18]What is Mike's opinion of the European Union's new AI regulation framework? [14:30]Could AI regulation negatively impact America's competitive standing vis-à-vis China? [18:33]What are Mike's thoughts on AI personhood, and does he agree that ‘the algorithms too will need rights'? [25:41]Resources:AI Prompts Torts – From Weiss' Morning Seeds Meeting on 7/10John Stuart Mill: Main IdeasDAN Unchains ChatGPT From its Moral and Ethical ObligationsLina Khan on Regulating AIOpinion: Is it time to start considering personhood rights for AI chatbots?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.

The US component of Taylor Swift's historic tour is scheduled to conclude on August 9th, but it's already apparent that this tour and the woman in the center of it is an absolute game-changer. Jordi and G3 know the power of Taylor Swift first hand. And in this special episode of Green Marbles, Jordi connects the Taylor phenomenon to a goldrush of green marbles related to crypto & blockchain, AI and ChatGPT. Please check important disclosures – which never go out of style – at the end of the episode. Timestamps:How did the title of this podcast centered around ‘Green Marbles' come about and how does it apply to the Taylor Swift phenomenon? [1:15]Apart from her albums, what is the extent of Taylor Swift's achievements? [11:33] How does Jordi compare the Taylor Swift fan community to the world of cryptocurrency? [19:57]How will artists with high EQ scores like Taylor fare in a future with AI and ChatGPT-9? [23:49]How did Jordi use ChatGPT to write an analysis of Taylor Swift in preparation for this episode? [30:25]Resources: Jordi's Taylor Swift paper (collaboration with ChatGPT)Ask Jordi AnythingTaylor Swift concert tickets 'disappear' after families paid hundreds to StubHubBeyonce cried and Pink Chewed out Kanye West after he interrupted Taylor Swift's speechThe Taylor Swift/Scooter Braun controversy explainedShake it offCardiganAnti-HeroDisclosures: 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...

On this week's episode of Green Marbles, Weiss's Mike Edwards and G3 discuss AI's impact on the markets and our broader economy. They also look to separate AI hype from AI reality. Please check important disclosures at the end of the episode. And if you like what you hear, feel free to give us a rating and a review. You can even use Chat GPT to write the review – as long as your prompts are good.This episode was recorded on Wednesday, June 14th.Timestamps:How has the introduction of ChatGPT contributed to the recent increase in the adoption of AI? [4:56]Why does Mike believe that ChatGPT is designed to mimic rather than to reason? [11:11]With the growing adoption of AI, what companies should market participants focus on to take advantage of this trend? [17:34]Are we overemphasizing the AI technology advantages that big tech companies have? [24:34]What is Mike's take on the timing of the Writer Guild's strike in Hollywood and about the future of management labor dynamics in general? [32:08]Resources:Google's landmark 2017 paper on Novel Neural NetworksChatGPT: From 0 to one million users in five daysHollywood writers confront AIDisclosures: 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, recorded on Tuesday, June 20th, Jordi speaks – in colorful terms – about how ChatGPT has become his own personal superhero suit. As a result, Jordi discusses how and why he will dramatically increase the number of papers he will be publishing moving forward. Jordi also discusses how his thought process has changed thanks to this technology and where he's going to take it from here (Hint: Auto-GPT). Please check important disclosures at the end of the episode.Timestamps:In what ways has Jordi's process of writing papers transformed with the integration of ChatGPT? [4:05]What was the inspiration behind Jordi's ‘J.A.R.V.I.S' paper, and how did he go about writing it? [7:34]How does Jordi perceive the strength of collaborating with ChatGPT? [10:48]What is Jordi aiming to achieve with his weekly #JordiPlusJarvis paper series on LinkedIn? [12:41]What future plans does Jordi have in terms of incorporating AI tools like AutoGPT into his work? [17:06]Resources:Ask Jordi AnythingJordi's LinkedIn HandleJordi's “J.A.R.V.I.S” PaperIron Man Wiki: J.A.R.V.I.S.What is Auto-GPT and why does it matter?The Medium is the Message by Marshall McLuhanDisclosures: 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.

This episode of Green Marbles was recorded on Wednesday June 14th, which is Fed Day. And if it's Fed Day, that means that Weiss's Lundy Wright is here to talk about what the Fed did, what Chairman Powell said, and how the markets reacted.Please check important disclosures at the end of the episode and get ready to hear from Weiss's very own bond guru, Lundy Wright.Timestamps:What assumptions are being made about the Federal Reserve's next steps in light of its recent decision to pause rate hikes? [3:01]Why does Lundy think the Fed's decision to pause rate hikes is a ‘hawkish' move? [8:09]Which is a more reliable indicator of market performance: the marginal change in Consumer Price Index (CPI) or the absolute level of core CPI? [13:39]What data will Lundy be concentrating on to predict the Fed's next move? [20:32]Resources:FOMC statementFOMC press conference What is the Fed Dot Plot?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.

On this episode of Green Marbles, recorded on Wednesday June 7th, G3 and Jordi Visser discuss the divergent performance between Energy and Tech stocks in 2023. Together, they explore the factors behind this trend and discuss whether or not this pattern will continue as we look towards the second half of the year.In this episode, as is done frequently, the firm's morning meetings are referenced. These meetings, though, aren't treated as closely guarded secrets, as they are at most other investment management firms. In fact, a summary of each discussion is provided in the Morning Seeds section of the Weiss website. Listeners can access this using the link provided below.Please check important disclosures at the end of the episode. Time Stamps:What factors contribute to the divergence in the performance of technology and energy stocks? [1:38]Will AI drive down the price of oil in the long-term? [11:47]Why is the relationship between Beta and profitability important for hedge funds? [15:17]How does Jordi think ‘old economists' such as Warren Buffet will react to the current tech hype? [19:19] Resources:Morning Seeds Energy vs. Tech [VIDEO]Ask Jordi AnythingThe Great Horse Manure Crisis of 1894Disclosures: 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.

G3 and Jordi Visser welcome back Sultan Meghji, a good friend of the firm and all-around technology expert, to talk about AI and its explosion into the public's consciousness.What does AI's acceleration mean for the markets in general and energy prices in particular? How close are we to reaching the so-called Singularity? This episode covers all of this and more. Please check important disclosures at the end of the episode.Time Stamps:Are we in an AI hype cycle or is the accelerated pace of innovation the culmination of decades of work? [4:59]How is AI enthusiasm impacting the financial markets including mega cap technology companies such as NVIDIA? [9:00]What is the difference between Artificial General Intelligence (AGI) and AI, and how close are we to reaching ‘The Singularity'? [15:48]What impact is AI having on energy prices? [24:49]What is the purpose behind the AI-based project that Sultan and Jordi are working on together? [37:33]Resources:Sultan's websiteAsk Jordi a Question Arena X Labs lets you train AI charactersSingularity explained in simple termsAI may be on its way to the doctor's officeMore CowbellDisclosures: 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

G3 and Weiss's Michael Edwards go deep on the debt ceiling situation, which is playing out in real time before the eyes of a watchful and nervous nation.In this wide-ranging discussion (recorded on Tuesday, May 23rd at 10:00am), Mike breaks down the probabilities of the various scenarios in which the debt ceiling situation is ultimately resolved. He also weighs in on how the markets could react to a resolution and the impact of Donald Trump in shaping the debate. Please check important disclosures at the end of the episode.A final note: We are releasing this episode a day ahead of our usual Friday schedule in recognition of the upcoming Memorial Day weekend.Time Stamps:How does market complacency compound the overall danger of the debt ceiling situation? [2:22]What are the positives and negatives of the progress made thus far in the negotiations? [3:28]What are the probabilities associated with the various potential outcomes? [9:42]What is the likelihood of a last-minute agreement that also enables Kevin McCarthy to retain his position as Speaker of the House? [17:07]Will the looming presence of Donald Trump impact the outcome to the debt ceiling drama? [29:46] Resources:The Problem Solvers CaucusThe Hastert RuleRep. Thomas Massey on the 72 hour rule (video)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 AJA (Ask Jordi Anything) episode recorded on May 3rd, 2023, G3 asks Jordi questions on behalf of listeners who have contacted Weiss via the In Search of Green Marbles website. Topics include marking to market illiquid investments, the future of the college experience, the impact of large language models (LLMs) on investment management, Europe vs. US equity markets, AI as a deflationary force and passive vs. active management in a real rate environment. Please check important disclosures at the end of the episode.Time Stamps:Why is it important for illiquid assets to be marked to market if the investment horizon for these instruments is in years? [2:05]How does Jordi expect the future of the college experience to change in the next decade? [5:30]How has the advancement of LLMs (Large Language Models) changed the equity management business? [9:44]What are Jordi's thoughts on the divergence between European and US equity markets? [13:00]Which will win out in the long run: the forces putting structurally upward pressure on prices or deflationary forces? [16:26]How will the interest rate environment impact the performance of passive ETF investment vehicles moving forward? [19:22]Resources:Please ask Jordi anything hereSVB, ChatGPT and the Future of Trust: The Bitcoin MomentWhat are Large Language Models Used For?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.

G3 welcomes Jordi Visser, president and CIO of Weiss, onto the pod.In this far-reaching conversation, Jordi shares his views on the continued wall of worry that is plaguing many participants in the markets. Specific topics covered include recent economic data, the status of regional banks, America's debt ceiling drama, AI, and Bitcoin. Last but certainly not least, Jordi and G3 discuss the most recent Kentucky Derby. Please check important disclosure at the end of this episode.Time Stamps:What is Jordi's take on Mage's Kentucky Derby win? [1:09]Is the decline of KRE, the regional bank index, an indication of trouble for the market? [4:41] Why are Stanley Druckenmiller, Hugh Hendry and other market influencers warning of doom and gloom? [7:29]What green marbles of hope does Jordi see on the horizon? [16:38]What is Jordi's current outlook on Bitcoin and ChatGPT? [22:18] Resources:The Risk? No Recession [VIDEO]Jordi Visser on the Pomp Podcast The 149th running of the Kentucky DerbyPoor market sentiment and strong liquidity at regional banksHugh Hendry shares his views on the systematic riskDisclosures: 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, recorded on Wednesday, May 3rd at 4:30pm, G3 talks with Lundy Wright, Weiss's bond expert, on the back of Fed Day. Topics covered include economic levels vs. the rate of change and the Fed's decision to hike rates and tweak its official statement. They also discussed Chairman Powell's subsequent press conference, how Powell handled questions about the fragility of America's regional banks, and why the markets continue to price in rate cuts for the back half of this year.Please check important disclosures at the end of the episode.Time Stamps:What is the value of financial change analysis based on the state of economic levels? [2:22]Were there any surprises in the Fed's latest rate hike or in Powell's speech following the Fed's decision? [7:56]Should the market expect rate cuts based on Powell's comments? [15:47]What does Lundy believe would be worse than a recession? [17:16]Resources:Official FOMC statementPowell press conference (video)US rate futures price in a Fed pause and rate cutsDisclosures: 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 of Green Marbles, which was recorded on Thursday, April 27th, G3 speaks with Jordi Visser, president and CIO of Weiss, to talk about the overarching pessimism in equities that is pervasive throughout the market today. Specifically, they discuss the old concept of a wall of worry. This time around, are the pessimists right to expect equities to falter, or will markets once again ascend the wall? As usual, Jordi offers his unvarnished opinion. In doing so, he'll make reference to “the new Fed put” and the “new rules of the game.”Please check important disclosures at the end of the episode and join us to get Jordi's take. Time Stamps:What does Jordi believe would cause a recession? [7:36] How does the Elliot Wave theory play into the market narrative and why does it change? [15:17]Why could negative market sentiment pave the way for a future FOMO? [17:39]Which part of the equity market could outperform in H2, 2023? [19:25]Resources:Ask Jordi a questionJordi's video on junk yields vs. fed fund rates What is the wall of worry?“Don't Fight the Fed”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.

On this week's Green Marbles, G3 welcomes Mike Edwards, Deputy CIO at Weiss. Silicon Valley Bank and some other notable bank issues may be in the past, but the ripple effects from these situations continue to influence the markets. In this episode, Mike will discuss some of those ripple effects with an emphasis on how the private markets have reacted thus far and what could be in store for them and the public markets in the future. Please check important disclosures at the end of the episode and feel free to follow and review us wherever you get your pods. Time Stamps:Has the banking crisis sparked new thinking in how allocators are assessing portfolio allocation decisions? [2:43] Why does Mike believe that the ‘traffic around the accident' is worse than the SVB collapse itself? [9:15]How is the private market being impacted by the ripple effects of the banking stressors and the nature of financial conditions right now? [13:44]How will inflation and interest rates impact the VC market? [20:30]Is commercial real estate a ‘watched pot'? [27:13]Resources:McKinsey private markets reviewThe coming commercial real estate crash that may never happenRising interest rates are putting VCs back in their lanesDisclosures: 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.

With the Kentucky Derby just 22 days away, Weiss's president and CIO, Jordi Visser, has been sifting through the data and analyzing how this year's race is shaping up. A longstanding handicapper, Visser will soon release his annual analysis of the Derby, which has become a widely anticipated thought piece by both hardcore and casual fans of horseracing. Please check important disclosures at the end of the episode and make sure to sign-up below to receive Jordi's annual Kentucky Derby paper.Time Stamps:Why does Jordi believe that investors should be looking at the markets like a horse race? [3:50]What are the major themes in this year's Kentucky Derby race relative to other years? [5:55]What does Jordi think of Tapit Trice's win over Verifying in the Blue Grass Stakes race? [12:49]Will recency bias be a factor in this year's betting trends given Rich Strike's win last year, overcoming 80-1 odds? [15:58]What Kentucky Derby resources does Jordi recommend? [23:26]Resources:Sign-up to Jordi's Kentucky Derby PaperAsk Jordi a Question2023 Toyota Blue Grass StakesEquibase.comBrisnet Speed RatingsBlinkers Off Racing DudesDisclosures: 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.

This week, Weiss's China expert, Mike Edwards, joined G3 on Wednesday morning, April 5th, to discuss the latest moves – or more precisely, flexes – by China on the global stage. Topics covered include China's influence over OPEC, the recent Xi-Putin summit, China's role in brokering a peace deal between Saudi Arabia and Iran, China's cultivation of nations ranging from Honduras to Egypt, Taiwan President Tsai Ing-wen's visit to the US and the recent US congressional hearing on TikTok.As always, please check important disclosures at the episode and if you're feeling generous, please leave us a review. Time Stamps:Is China trying to gain a competitive advantage by paying less for oil than the rest of the world? [8:40]Does the peace deal between Saudi Arabia and Iran, brokered by China, secure Xi's involvement in future OPEC decisions? [11:22]How has the US responded to China's debt restructuring in Ghana? [14:41]How is China building a new Egyptian capital outside of Cairo? [18:14]Why does Mike think Honduras and other Latin American nations have flipped their allegiance from Taipei to Beijing? [23:07]Why is the Tik Tok congressional hearing significant? [28:20]Resources:McCarthy meets Taiwan President Tsai despite China's threatsChina brokers historic truce between Saudi Arabia and IranChina is building a new Egyptian capital in the desert (video)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.

Weiss's President and CIO comments on the banking system, commercial real estate, and why Bitcoin is on the rise.A great deal has happened in the markets since Jordi Visser, president and CIO of Weiss, has been on the podcast. Listeners of this show should not be surprised to hear that Jordi has accumulated a lot of thoughts in response to recent events. So, this week, we'll get his views on the current state of the markets, the banking system, and Bitcoin. We'll also check in with him regarding the upcoming Kentucky Derby prep races. Please check important disclosures at the end of this episode.Time Stamps:Is the worst of the volatility due to the banking crisis behind us? [3:24]Does Jordi think that the commercial real estate sector is in a dire situation? [6:38]Why is Bitcoin performing so well in the current environment, and why does it matter? [13:28]Does the regional banking crisis play into Jordi's views on Bitcoin? [19:53]How is this year's Kentucky Derby shaping up as we get into the homestretch of the prep races? [24:23]Resources:Jordi's video on Bitcoin chart movesJordi's latest webinar: Strong Jobs – Now What?The $1mm Bitcoin betThe Network State by Balaji SrinivasanForte seems dominant ahead of the Florida DerbyDon't Forget the Debt PodcastDisclosures: 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.

Weiss's Deputy CIO explores the political and market implications of the banking bailout and how it will affect Congress's response to the debt-ceiling crisis. This week's Green Marbles features Weiss's policy and politics expert, Mike Edwards. Mike and G3 discuss recent stressors on America's banking system. They proceed to explore how the Biden Administration's handling of the SVB crisis and its communications pertaining to America's banking system could impact the politics of the looming debt ceiling debate. Please check important disclosures at the end of the episodeTime Stamps:How will the current banking situation progress near term? [2:13]How will the broader politics behind the debt-ceiling issue address the regulatory bailouts? [10:46]Assuming bank failures remain limited, how does Mike think the next few months leading up to a resolution will play out? [15:28]Can McCarthy be a constructive force if fellow Republicans motion to vacate the chair? [21:45]Will the treasury bonds held by U.S. regional banks prove to be the silver lining of the crisis? [26:06]Resources:Jordi's latest webinar: Markets Diverge Post FOMCSenator Lankford's exchange with Secretary YellenVeda Partners' Treyz on McCarthy's Future 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.