Podcasts about disclosures this

  • 24PODCASTS
  • 544EPISODES
  • 29mAVG DURATION
  • ?INFREQUENT EPISODES
  • Mar 26, 2025LATEST

POPULARITY

20172018201920202021202220232024


Best podcasts about disclosures this

Latest podcast episodes about disclosures this

The Long Term Investor
Should You Worry About a Recession? What Investors Need to Know in 2025 (EP.197)

The Long Term Investor

Play Episode Listen Later Mar 26, 2025 10:38


Markets are always moving—should you? Peter can help you assess your investments, tax strategies, and long-term plan. Book a 1/1 call today. -----  With the S&P 500 reaching correction territory and economic data signaling a slowdown, it's fair to ask: should investors be worried about a recession in 2025?   Listen now and learn: ► What's really driving recent market volatility ► The difference between an economic slowdown and a recession ► Why staying invested is still your best strategy   Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.   Disclosures: This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.   The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Plancorp LLC employees providing such comments, and should not be regarded the views of Plancorp LLC. or its respective affiliates or as a description of advisory services provided by Plancorp LLC or performance returns of any Plancorp LLC client.   References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.   Please see disclosures here: https://peterlazaroff.com/disclosure-info 

Let's Talk Future™
Radiopharmaceuticals: A New Era in Oncology and Beyond

Let's Talk Future™

Play Episode Listen Later Dec 4, 2024 20:50


In this episode of Let's Talk Future™, Joel Sendek and Jeff Jones explore the rapidly evolving world of targeted radiopharmaceuticals, an innovative cancer treatment that uses radioactive agents to target and destroy cancer cells. They discuss the success of treatments like Pluvicto and Lutathera and the potential for these therapies to expand into diseases like Alzheimer's and Parkinson's. The conversation also touches on the increasing interest from big pharma, upcoming breakthroughs, and what we can expect from this exciting field in 2025. If you're curious about the future of cancer treatment and biopharma innovation, this episode is a must-listen! Disclosures: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources and is educational in nature. The information presented has been derived from sources believed to be reliable but is not guaranteed as to accuracy and does not purport to be a complete analysis of any strategy, plan, security, company, or industry involved. Opinions expressed herein are subject to change without notice. Oppenheimer has no obligation to provide any updates or changes. Any examples used in this material are generic, hypothetical and for illustration purposes only. All price references and market forecasts are as of the date of recording. This podcast is not a product of Oppenheimer Research, nor does it provide any financial, economic, legal, accounting, or tax advice or recommendations. Any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. Securities and other financial instruments that may be discussed in this report or recommended or sold are not insured by the Federal Deposit Insurance Corporation and are not deposits or obligations of any insured depository institution. Investments involve numerous risks including market risk, counterparty default risk and liquidity risk. Securities and other financial investments at times maybe difficult to value or sell. The value of financial instruments may fluctuate, and investors may lose their entire principal investment. Prior to making any investment or financial decisions, an investor should seek advice from their personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. The views and strategies described may not be suitable for all investors. This report does not take into account the investment objectives, financial situation or specific needs of any particular client of Oppenheimer or its affiliates. This presentation may contain forward looking statements or projections regarding future events.  Forward-looking statements and projections are based on the opinions and estimates of Oppenheimer as of the date of this podcast and are subject to a variety of risks and uncertainties as well as other factors, including economic, political, and public health factors, that could cause actual events or results to differ materially from those anticipated in the forward-looking statements and projections.  Past performance does not guarantee future results. The performance of a benchmark index is not indicative of the performance of any particular investment; however, they are considered representative of their respective market segments.  Please note that indexes are unmanaged, and their returns do not take into account any of the costs associated with buying and selling individual securities.  Individuals cannot invest directly in an index. Perspective Therapeutics:  In the past 12 months Oppenheimer & Co. Inc. has provided investment banking services for CATX. In the past 12 months Oppenheimer & Co. Inc. has managed or co-managed a public offering of securities for CATX. In the past 12 months Oppenheimer & Co. Inc. has received compensation for investment banking services from CATX. In the past 12 months Oppenheimer & Co. Inc. has provided non-investment banking, securities-related services for CATX. In the past 12 months Oppenheimer & Co. Inc. or an affiliate has received compensation for non-investment banking services from CATX. Oppenheimer Transacts Business on all Principal Exchanges and Member SIPC.  7385914.1

Let's Talk Future™
The Zero Emissions Economy: Taxes, Regulations and the Looming Election

Let's Talk Future™

Play Episode Listen Later Oct 7, 2024 22:09


In this conversation, Colin Rusch, Noah Kay, and Kristen Owen discuss the implications of the upcoming elections on sustainable growth and resource optimization, particularly in the context of the zero emissions economy. They reflect on key takeaways from the Innovating Sustainability Summit, the impact of tax policies, and the importance of on-shoring and job creation in clean energy. The discussion also covers the role of AI and automation in manufacturing and infrastructure, as well as innovations in power and battery technologies.   Disclosures: This podcast is the property of Oppenheimer & Co. Inc. and should not be copied, distributed, published or reproduced, in whole or in part. The information/commentary contained in this recording was obtained from market conditions and professional sources, and is educational in nature. The information presented has been derived from sources believed to be reliable but is not guaranteed as to accuracy and does not purport to be a complete analysis of any strategy, plan, security, company, or industry involved. Opinions expressed herein are subject to change without notice. Oppenheimer has no obligation to provide any updates or changes. Any examples used in this material are generic, hypothetical and for illustration purposes only. All price references and market forecasts are as of the date of recording. This podcast is not a product of Oppenheimer Research, nor does it provide any financial, economic, legal, accounting, or tax advice or recommendations. Any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed. Securities and other financial instruments that may be discussed in this report or recommended or sold are not insured by the Federal Deposit Insurance Corporation and are not deposits or obligations of any insured depository institution. Investments involve numerous risks including market risk, counterparty default risk and liquidity risk. Securities and other financial investments at times maybe difficult to value or sell. The value of financial instruments may fluctuate, and investors may lose their entire principal investment. Prior to making any investment or financial decisions, an investor should seek advice from their personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. The views and strategies described may not be suitable for all investors. This report does not take into account the investment objectives, financial situation or specific needs of any particular client of Oppenheimer or its affiliates. This presentation may contain forward looking statements or projections regarding future events.  Forward-looking statements and projections are based on the opinions and estimates of Oppenheimer as of the date of this podcast, and are subject to a variety of risks and uncertainties as well as other factors, including economic, political, and public health factors, that could cause actual events or results to differ materially from those anticipated in the forward-looking statements and projections.  Past performance does not guarantee future results. The performance of a benchmark index is not indicative of the performance of any particular investment; however, they are considered representative of their respective market segments.  Please note that indexes are unmanaged and their returns do not take into account any of the costs associated with buying and selling individual securities.  Individuals cannot invest directly in an index. Oppenheimer Transacts Business on all Principal Exchanges and Member SIPC  7078013.1   Company Specific Disclosures: In the past 12 months Oppenheimer & Co. Inc. has provided investment banking services for ENVX. In the past 12 months Oppenheimer & Co. Inc. has received compensation for investment banking services from ENVX. Oppenheimer & Co. Inc. expects to receive or intends to seek compensation for investment banking services in the next 3 months from ENVX.In the past 12 months Oppenheimer & Co. Inc. has provided non-investment banking, securities-related services for ENVX. In the past 12 months Oppenheimer & Co. Inc. or an affiliate has received compensation for non-investment banking services from ENVX.

The Obsidian Table
Could an Among Us style game become a Crypto Success? | Castle of Blackwater on 100x Podcast

The Obsidian Table

Play Episode Listen Later Oct 2, 2024 51:03


Social Deduction games have proven to be a good way to reach the masses. Both Among Us and Lockdown Protocol took the world by storm. Castle of Blackwater hopes to bring this success to Web3 through a take on Social Deduction that aims to focus on replayability and easy onboarding. With easy to understand Web3 mechanics, Steam, Apple Store, and Google Play drops in the works, can Castle of Blackwater be the breakthrough the space needs?

Eternal Wealth
How to Build Credit Quickly: Key Strategies for Improving Your Credit Score [Ep7]

Eternal Wealth

Play Episode Listen Later Aug 21, 2024 23:21 Transcription Available


Struggling to improve your credit score? Discover how to build credit quickly with these 3 simple yet effective strategies for improving your credit score. Learn how to overcome common credit challenges, boost your financial confidence, and achieve your financial goals. 

Eternal Wealth
3 Simple Ways to Earn Extra Income Without Starting a Business (Even in a Crisis!) [Ep 5]

Eternal Wealth

Play Episode Listen Later Aug 7, 2024 25:26 Transcription Available


Feeling the pinch financially? You're not alone! In this episode of Eternal Wealth, Shani Tené shares 3 SIMPLE ways to make extra income WITHOUT the stress of starting a business.

Eternal Wealth
Eliminate Credit Card Debt: 3 Powerful Strategies (They REALLY Work!) [Ep 4]

Eternal Wealth

Play Episode Listen Later Jul 31, 2024 24:00 Transcription Available


Are you drowning in credit card debt? Feeling hopeless? You're not alone! In this episode of Eternal Wealth, Shani shares a powerful story of redemption and reveals her 3-step plan to conquer your debt and build wealth. Discover how to:

Eternal Wealth
Stock Market Investing for Beginners: 3 Steps to Invest TODAY (Even with $20!) [Ep 3]

Eternal Wealth

Play Episode Listen Later Jul 24, 2024 24:55 Transcription Available


Do you want to break free from the cycle of living paycheck to paycheck and build lasting financial security? In this episode of Eternal Wealth, Shani Tené dives deep into the story of Michelle, a single mom tired of the struggle. Learn how to apply biblical principles to your finances, just like the Parable of the Talents. Shani shares 3 actionable steps to get started investing today.

Eternal Wealth
$0 to $10,000 Emergency Fund FAST: The Ultimate Hack [Ep 2]

Eternal Wealth

Play Episode Listen Later Jul 17, 2024 19:48 Transcription Available


Do you struggle to save money? This episode of Eternal Wealth is your roadmap to financial peace of mind! Shani Tené, your favorite money coach, shares 3 powerful tips to help you build an emergency fund fast, even on a teacher's salary! Learn from the story of Joseph and Pharaoh in the Bible and discover how sinking funds and high-yield savings accounts can revolutionize your savings strategy.

Eternal Wealth
From Broke to Blessed: Financial Planning for Christians [Ep 1]

Eternal Wealth

Play Episode Listen Later Jul 17, 2024 35:02 Transcription Available


Seeking financial freedom with faith as your guide? Shani Tené, shares her inspiring journey and the show's unique approach. Learn how to manage money with God's values, practical strategies, and biblical principles. Join Shani for free resources and the path to Eternal Wealth!

Eternal Wealth
Eternal Wealth Trailer

Eternal Wealth

Play Episode Listen Later Jul 15, 2024 1:50 Transcription Available


Do you crave financial freedom and a deeper understanding of faith? This podcast is your one-stop shop! Eternal Wealth is an inspiring and educational podcast that bridges the gap between finance and faith. Join Shani Tené, your favorite money coach, as she guides you towards richer living—spiritually and financially. Whether you're starting your financial journey or deepening your faith, Eternal Wealth offers actionable wealth building strategies through a Kingdom lens. Tune in and turn up your potential with your go-to resource for financial well-being and spiritual growth.

The Podcast by KevinMD
Applying the 2024 ADA standards of care into practice: a practical approach to basal insulin in Type 2 diabetes

The Podcast by KevinMD

Play Episode Listen Later Jun 6, 2024 16:51


In this special sponsored episode from Sanofi, we welcome Jennifer Goldman. She is a professor of pharmacy at the Massachusetts College of Pharmacy and Health Sciences, board-certified in advanced diabetes management, and a certified diabetes care and education specialist. Together, we delve into the latest insights from the American Diabetes Association (ADA) guidelines, exploring topics such as intensifying injectable therapies and the pivotal role of basal insulin in Type 2 diabetes management. Jennifer provides expert guidance on identifying candidates for basal insulin therapy, managing severe hyperglycemia, and initiating basal insulin treatment in patients new to therapy. Additionally, she discusses the differences between basal insulin analogs and offers practical strategies for overcoming common challenges associated with basal insulin therapy. Connect with us in the coming weeks on LinkedIn (http://www.linkedin.com/in/kevinmd) and X (https://twitter.com/kevinmd) for the next part of this series, where you can learn more about the different types of basal insulin analogs to manage Type 2 diabetes. Disclosures This program is non-promotional and sponsored by Sanofi. Speakers are being compensated and/or receiving an honorarium from Sanofi in connection with this presentation. The content contained in this presentation was jointly developed by speakers and Sanofi. The program is not eligible for continuing medical education (CME) credits. Important information These materials aim to outline common clinical considerations and procedural steps for using referenced products. However, they may not be suitable for every patient or case. Results may vary. Results from one case study are not necessarily predictive of results in other cases.  Decisions regarding patient care rely on the physician's professional judgment, taking into account all available information for the individual case. Sanofi does not endorse or advocate for the use of its products beyond their FDA-approved labeling. We do not offer medical advice, diagnosis, or treatment. The health information provided herein is for general educational purposes only. Your health care professional remains the primary source of information regarding your health. Please consult your health care professional if you have any questions about your health or treatment. Intended for residents of the United States only. VISIT SPONSOR → https://www.sanofi.com/ SUBSCRIBE TO THE PODCAST → https://www.kevinmd.com/podcast

Rich Habits Podcast
60: What To Avoid When Picking a Financial Advisor in 2024

Rich Habits Podcast

Play Episode Listen Later Apr 15, 2024 32:43


In this episode of the Rich Habits Podcast, Robert Croak and Austin Hankwitz share their three most important avoidances as it relates to finding and choosing a financial advisor in 2024. High fee structure Bad financial products Lack of guidance and planning --- Ready to diversify 1-3% of your investment portfolio into fine artwork like Austin and Robert? Skip the waitlist and invest in blue-chip art for the very first time by signing up for Masterworks:  https://www.masterworks.art/richhabits Purchase shares in great masterpieces from artists like Pablo Picasso, Banksy, Andy Warhol, and more. See important Masterworks disclosures: masterworks.com/cd --- Important Events:

In Search of Green Marbles
E120 - AI Dominated ‘23. Will ‘24 be the Year of Cybersecurity?

In Search of Green Marbles

Play Episode Listen Later Feb 9, 2024 48:25


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...

In Search of Green Marbles
E118 - Fed Preview: We've Already Got Goldilocks. So Why Will the Fed Likely Signal a March Ease?

In Search of Green Marbles

Play Episode Listen Later Jan 26, 2024 25:55


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...

In Search of Green Marbles
E113 - A Macro Case for a 20% Allocation to Bitcoin (Part 2)

In Search of Green Marbles

Play Episode Listen Later Dec 22, 2023 58:46


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.

In Search of Green Marbles
E112 - A Rate Cut in Every Stocking: Powell's Xmas Gift

In Search of Green Marbles

Play Episode Listen Later Dec 15, 2023 31:27


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.

In Search of Green Marbles
E111 - A Macro Case For a 20% Allocation to Bitcoin (Part 1)

In Search of Green Marbles

Play Episode Listen Later Dec 8, 2023 38:28


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.

Your Financial Pharmacist
Ask a YFP CFP #155: What are my options with a life insurance policy that I opened for my daughter?

Your Financial Pharmacist

Play Episode Listen Later Nov 6, 2023 8:37


Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP®, RICP®, takes a question from an individual in the YFP Facebook Group. Mentioned During the Show YFP Facebook Group YFP Life Inusurance for Pharmacists: The Ultimate Guide Submit Your Question Have a question you would like us to feature on an upcoming episode? Send us an email at info@yourfinancialpharmacist.com or record your question at www.yourfinancialpharmacist.com/askyfp   Your Financial Pharmacist Disclaimer and Disclosures This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question. For more information visit https://yourfinancialpharmacist.com/disclaimer/

In Search of Green Marbles
E104 - Ask Jordi Anything: AI, America's Debt, Ozempic, and the Risk/Grow Index

In Search of Green Marbles

Play Episode Listen Later Oct 20, 2023 35:30


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...

In Search of Green Marbles
E102: Mike Edwards on McCarthy Melodrama & Shutdown Shenanigans

In Search of Green Marbles

Play Episode Listen Later Oct 6, 2023 30:42


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.

Your Financial Pharmacist
Ask a YFP CFP #154: Should I cash in my tIRA despite the 10% penalty?

Your Financial Pharmacist

Play Episode Listen Later Oct 2, 2023 12:00


Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP®, RICP®, takes a question from an individual in the YFP Facebook Group. Submit Your Question: Have a question you would like us to feature on an upcoming episode? Send us an email at info@yourfinancialpharmacist.com or record your question at www.yourfinancialpharmacist.com/askyfp   Your Financial Pharmacist Disclaimer and Disclosures: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question. For more information visit https://yourfinancialpharmacist.com/disclaimer/

In Search of Green Marbles
E101 - Lundy Wright's Macrocosm: The Fed, Interest Rates, An Affordability Crisis and AI

In Search of Green Marbles

Play Episode Listen Later Sep 29, 2023 25:04


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.

Clearstead Investment Forum
Clearstead Investment Forum – Episode 13 – An Exploration of Emerging Markets

Clearstead Investment Forum

Play Episode Listen Later Sep 21, 2023 60:24


In this episode – An Exploration of Emerging Markets – Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Genna Lozovsky, Co-Founder and Managing Partner, Sandglass Capital Advisors. They discuss trends and investment opportunities in emerging markets. Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for listening.Disclosures: This podcast is being provided for informational purposes only. Any performance information discussed is based on past performance, which is not an indicator of future results. Performance discussed may or may NOT include the deduction of manager fees or Clearstead advisory fees (net performance), which would decrease the performance results discussed. If the performance information discussed does NOT explicitly disclose the deductions of manager and Clearstead advisory fees, the performance information should be reduced by 3-4% for all annualized time periods. The ideas and opinions expressed on this podcast by the host and the guests do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy, and do not represent the opinions of the underwriters of this programming.  Any information prepared from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the speakers based on conditions at the time of recording and are subject to change without notice.  Listeners should seek the input of their own financial, tax, and legal professionals before acting on any recommendation of the information provided.

In Search of Green Marbles
E98 - Jordi on Market Rhythms and Springsteen's Beat

In Search of Green Marbles

Play Episode Listen Later Sep 8, 2023 26:44


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.

Your Financial Pharmacist
Ask a YFP CFP #153: How long does it take for the loan balance to show as $0 with PSLF?

Your Financial Pharmacist

Play Episode Listen Later Sep 4, 2023 8:22


Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP®, RICP®, takes a question from an individual in the YFP Facebook Group. Submit Your Question: Have a question you would like us to feature on an upcoming episode? Send us an email at info@yourfinancialpharmacist.com or record your question at www.yourfinancialpharmacist.com/askyfp   Your Financial Pharmacist Disclaimer and Disclosures: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question. For more information visit https://yourfinancialpharmacist.com/disclaimer/

In Search of Green Marbles
E94 - The AI Effect: CQ is the New IQ

In Search of Green Marbles

Play Episode Listen Later Aug 11, 2023 28:03


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.

Your Financial Pharmacist
Ask a YFP CFP #152: What do you think about the EDRP with PSLF?

Your Financial Pharmacist

Play Episode Listen Later Aug 7, 2023 13:27


Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP®, RICP®, takes a question from an individual in the YFP Facebook Group. Submit Your Question: Have a question you would like us to feature on an upcoming episode? Send us an email at info@yourfinancialpharmacist.com or record your question at www.yourfinancialpharmacist.com/askyfp   Your Financial Pharmacist Disclaimer and Disclosures: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question. For more information visit https://yourfinancialpharmacist.com/disclaimer/

In Search of Green Marbles
E90 - Mike Edwards How AI Regulators Dream of Electric Sheep

In Search of Green Marbles

Play Episode Listen Later Jul 14, 2023 36:18


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.

Clearstead Investment Forum
Clearstead Investment Forum – Episode 12 – The Impact of AI on Investments

Clearstead Investment Forum

Play Episode Listen Later Jul 12, 2023 50:03


In this episode – The Impact of AI on Investments – Joe Boushelle, CFA, CAIA, Senior Managing Director, Alternatives at Clearstead interviews Richard Socher, Managing Partner at AIX Ventures and Founder and CEO of You.com. They discuss trends in artificial intelligence (AI) and what this technology could mean for investors and the future of the workplace. Learn more about Clearstead at: https://www.clearstead.com/ The Clearstead Investment Forum is a quarterly discussion between members of our Investment Office and industry leaders on a current investment-related topic or trend. Thank you for listening.Disclosures: This podcast is being provided for informational purposes only. Any performance information discussed is based on past performance, which is not an indicator of future results. Performance discussed may or may NOT include the deduction of manager fees or Clearstead advisory fees (net performance), which would decrease the performance results discussed. If the performance information discussed does NOT explicitly disclose the deductions of manager and Clearstead advisory fees, the performance information should be reduced by 3-4% for all annualized time periods. The ideas and opinions expressed on this podcast by the host and the guests do not constitute legal, tax, or investment advice or a recommendation of any particular security or strategy, and do not represent the opinions of the underwriters of this programming.  Any information prepared from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the speakers based on conditions at the time of recording and are subject to change without notice.  Listeners should seek the input of their own financial, tax, and legal professionals before acting on any recommendation of the information provided.

Your Financial Pharmacist
Ask a YFP CFP #151: How should I be thinking about 529 accounts in the midst of a divorce?

Your Financial Pharmacist

Play Episode Listen Later Jul 3, 2023 13:40


Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP®, RICP®, takes a question from Sarah in the YFP Facebook Group who asks about considerations with kids 529 accounts in the midst of a divorce. Mentioned on the Show: YFP Episode 211: The Ins and Outs of the 529 College Savings Plan 7 Things to Consider Before Starting a 529 Plan YFP Planning: Financial Planning for Pharmacists Record your questions here or send them via email to info@yourfinancialpharmacist.com Your Financial Pharmacist Disclaimer and Disclosures: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question. For more information visit https://yourfinancialpharmacist.com/disclaimer/ 

In Search of Green Marbles
E86 - Does the Fed Pause Portend a Pivot, Skip, Cut or Hike?

In Search of Green Marbles

Play Episode Listen Later Jun 16, 2023 25:44


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.

Your Financial Pharmacist
Ask a YFP CFP #150: What's the catch with these new savings accounts that have 4%+ APY?

Your Financial Pharmacist

Play Episode Listen Later Jun 5, 2023 7:35


Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP®, RICP®, takes this question from Keith in Ohio: What's the catch with these new savings accounts that have 4%+ APY? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Record your questions here or send them via email to info@yourfinancialpharmacist.com Your Financial Pharmacist Disclaimer and Disclosures: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question. For more information visit https://yourfinancialpharmacist.com/disclaimer/ 

In Search of Green Marbles
E83 - Debt Ceiling Negotiations: Chickens and Watched Pots

In Search of Green Marbles

Play Episode Listen Later May 25, 2023 34:51


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 Search of Green Marbles
E82 - Ask Jordi Anything

In Search of Green Marbles

Play Episode Listen Later May 19, 2023 23:51


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.

Your Financial Pharmacist
Ask a YFP CFP #149: How can I best prepare for an unexpected major health challenge?

Your Financial Pharmacist

Play Episode Listen Later May 1, 2023 10:57


Welcome to Ask a YFP CFP®, a segment of the Your Financial Pharmacist Podcast! On today's show Tim Baker, CFP®, RLP®, RICP®, takes this question from Daphne in Madison, Wisconsin: How can I best prepare for an unexpected major health challenge? Mentioned on the Show: YFP Planning: Financial Planning for Pharmacists Record your questions here or send them via email to info@yourfinancialpharmacist.com Your Financial Pharmacist Disclaimer and Disclosures: This podcast is intended for educational purposes and should not be considered financial or investment advice as we do not know all the variables to one's personal situation when answering a question. For more information visit https://yourfinancialpharmacist.com/disclaimer/ 

In Search of Green Marbles
E76 - China Subtly Flexes on World Stage

In Search of Green Marbles

Play Episode Listen Later Apr 7, 2023 32:22


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.

Chain Reaction
Anatoly Yakovenko: Solana's Endgame In the Midst of Competitive L1 and L2s

Chain Reaction

Play Episode Listen Later Mar 13, 2023 72:35


In this episode, Delphi Co-Founder and VC Tommy hosts Anatoly Yakovenko, Co-founder of Solana, for an in-depth and energetic episode centered around the core thesis for Solana in the face of other L1 and L2 ecosystems. Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi's transparency page can be viewed here.

Let's Appreciate
Labor Market vs Inflation

Let's Appreciate

Play Episode Listen Later Mar 9, 2023 10:52


Jerome Powell testified in front of Congress this week and the main takeaway was “we are absolutely going to keep ripping rates if we need to - and it looks like we need to.” On the second day of his testimony, he walked back a bit stating - "If — *and I stress that no decision has been made on this* — if the totality of the data were to indicate that faster tightening is warranted, we would be prepared to increase the pace of rate hikes." Elizabeth Warren posed a question that pretty much everyone has been asking for the past few months - “what about the labor market?” “What do you say to the 2 million people who you plan to put out of work with your rate hikes?” Jerome Powell then explained that well, if we don't fix inflation now, it's going to be a lot higher than 2 million down the road. The idea is that by not nipping inflation in the bud, the consequences to the labor market will be extreme. So the Fed is balancing both the labor market and price stability, trying to make sure that they can get inflation down with their rate hike cannon but also trying to make sure that the projectiles that they are firing into the economy don't hurt anyone that bad. Full article: https://kyla.substack.com/p/labor-market-vs-inflation Open a Treasury Account at Public.com and get a 5.3%* yield on your cash at public.com/kyla * 26-week T-bill rate (as of 2/14/2023) when held to maturity. Rate shown is gross of fees. ** The average of the best high-yield savings accounts, compiled by Bankrate.com as of 1/31/23, is 4.0% APY. Disclosures: This is a paid endorsement for Open to the Public Investing, Inc., member FINRA & SIPC. This does not constitute investment advice. Investing involves the risk of loss, including loss of principal. Full disclosures can be found at public.com/disclosures. All U.S. treasury investments and investment advisory services offered on Public are provided by Jiko Securities, Inc., a registered broker-dealer, member FINRA and SIPC. This material is not intended as a recommendation, offer or solicitation for the purchase or sale of any security or investment strategy. See FINRA BrokerCheck, Jiko U.S. Treasuries Risk Disclosures and Jiko Securities Inc. Form CRS. Investments in T-bills: Not FDIC Insured - No Bank Guarantee - May Lose Value
Banking services provided by Jiko Bank, a division of Mid-Central National Bank Blog: https://kyla.substack.com Linkedin: https://www.linkedin.com/in/kylascanlon/ TikTok: https://www.tiktok.com/@kylascan? Twitter: https://twitter.com/kylascan Instagram: https://www.instagram.com/kylascan/?h... All materials in these videos are used for educational purposes and fall within the guidelines of fair use. No copyright infringement intended. If you are or represent the copyright owner of materials used in this video and have a problem with the use of said material, please contact me. DISCLAIMER: This video does not provide investment or economic advice and is not professional advice (legal, accounting, tax). The owner of this content is not an investment advisor. Discussion of any securities, trading, or markets is incidental and solely for entertainment purposes. Nothing herein shall constitute a recommendation, investment advice, or an opinion on suitability. The information in this video is provided as of the date of its initial release. The owner of this video expressly disclaims all representations or warranties of accuracy. The owner of this video claims all intellectual property rights, including copyrights, of and related to, this video.

Tech News for MBAs with Professor Paul Canetti
My Thoughts on Generative AI

Tech News for MBAs with Professor Paul Canetti

Play Episode Listen Later Mar 7, 2023 24:13


I've been spending a lot of time thinking about the 3 different parts of generative AI tools like ChatGPT: inputs, outputs, and training data. There are many new applications that will be built using 1, 2, or 3 of these parts. It's important for us to understand what is possible. The whole internet is about to change... – PC Links ChatGPT Disclaimers and Disclosures This content is for informational and entertainment purposes only and is not financial advice.

ai chatgpt generative disclosures this
Chain Reaction
Nic Carter: Operation Choke-Point 2.0's Mission To Cut Crypto Off From The Banking Sector Is Underway

Chain Reaction

Play Episode Listen Later Feb 28, 2023 98:31


In this episode recorded live in person, Host and Delphi Co-Founder Tommy is joined by Nic Carter, General Partner at Castle Island Ventures. The two have a far reaching discussion around Nic's thesis on Operation Choke-Point 2.0; the effort of every U.S. financial regulator to deny crypto firms access to banking services. Disclosures: This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Digital may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token. Delphi's transparency page can be viewed here.

In Search of Green Marbles
E66 - The Fed Hiked at 2:00 pm and Eased at 2:30 pm

In Search of Green Marbles

Play Episode Listen Later Feb 3, 2023 22:26


Lundy Wright takes a deep dive into the FOMC meeting and Chairman Powell's indirect narrative.This week you can get your kicks on episode 66 as G3 welcomes Lundy Wright, Weiss's very own bond sage. Lundy has plenty to say about Wednesday's FOMC meeting, Chairman Powell's subsequent press conference, and the Fed's strategy, which Lundy likens to a controlled burn of a forest fire. Please check disclosures at the end of the episode and buckle your seatbelt because Lundy doesn't mince words concerning his take on what transpired.Time Stamps:Did Chairman Powell do or say anything that was unexpected? [1:09]Does Powell believe we are headed into a recession? [9:15]Is Powell less credible today than yesterday? [11:18]How might Powell undo the press conference if it has unintended results? [17:40]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 Search of Green Marbles
E65 - The Journey from TradFi to AI/Web3: The Builders behind AI Arena

In Search of Green Marbles

Play Episode Listen Later Jan 27, 2023 41:42


CEO Brandon Da Silva and COO Wei Xie of AI Arena introduce tokenized AI, and the immense opportunities it offers.G3 and Jordi welcome you to a historic special episode of Green Marbles. This episode features the co-founders of AI Arena, the company behind a new game in development that will feature trainable characters for fighting using machine learning. These characters will be purchasable and tradeable as NFTs, but Jordi and G3 soon discover that this company isn't just another web 3.0 startup or gaming company. These two founders have a much bigger agenda in mind. Please check important disclosures at the end of the episode.Time Stamps:What is the basis of AI Arena? [2:52]What was the entrepreneurial thought process to create Arena AI? [10:28]How important is the intersection of AI and Web3? [18:30]Where are AI Arena's beta testers located? [23:49] Is Arena AI a trojan horse for teaching people about machine learning? [29:02]What will success look like for AI Arena? [35:45]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 Search of Green Marbles
E64 - Markets Dig Gridlock, But What About Nihilism?

In Search of Green Marbles

Play Episode Listen Later Jan 20, 2023 33:20


Mike Edwards discusses the presidential election cycle theory and whether or not the theory will hold in 2023.On this week's Green Marbles, G3 has Mike Edwards of Weiss sitting across the table. G3 asked Mike to talk about the Presidential Election Cycle Theory and whether or not the unique dynamics of the newly convened 118th Congress will impact longstanding market trends that often occur in the 3rd year of a presidential term. Please check important disclosures at the end of this episode. Time Stamps:Why should market participants be aware of the presidential election cycle theory? [1:13]Will a divided Congress trump the powerful tailwinds of the election cycle? [5:52]What concessions did Speaker McCarthy have to give in order to secure the speaker's gavel? [8:00]Will markets view nihilism in the same positive light as gridlock? [13:31]What are the key dates associated with the anticipated debt ceiling drama? [18:21]Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

In Search of Green Marbles
E63 - China's Re-opening: Policy U-Turn or Roundabout?

In Search of Green Marbles

Play Episode Listen Later Jan 13, 2023 30:55


Jordi and Mike look at China's reopening from a markets standpoint and opine on the implications.While much of the world has re-emerged from Covid, China's battle with the virus has taken on a much different trajectory. But now that China is opening and taking concrete measures to stimulate its economy, the implications for the world look to be significant, particularly after the Chinese New Year. To explore those implications, G3 is joined by Jordi Visser and Mike Edwards of Weiss. Please check important disclosures at the end of the episode and join us for our discussion of China's impact on global markets.Time Stamps:Where do things stand with respect to China's Covid policy and attempt to reinvigorate the economy? [6:30]Is there any chance that the PRC will reverse course and go back to lockdowns? [13:10]Why does Jordi believe that commodities will not be the primary beneficiary of China's reopening? [15:35]How does Mike see potential surprises in the US-China relationship playing out in the markets? [20:52]How will Jordi and Mike determine if animal spirits are returning to the Chinese economy? [25:58]Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

In Search of Green Marbles
E62 - Jordi's 2023 Market Playbook

In Search of Green Marbles

Play Episode Listen Later Jan 6, 2023 30:37


Jordi reveals his playbook for 2023 and details how investors should be prepared to call an audible as unexpected events occur.Welcome to a new episode of Green Marbles. In the first vintage of the new year, G3 (Sleep Score: 83) is delighted to have Jordi Visser (Sleep Score: 81) on the other side of the mic. Right now, 2023 predictions are fresh in everyone's minds and investors are hoping ‘23 won't be a repeat of ‘22. But no matter how the year unfolds, Jordi believes it is important to have a game plan that can guide one's thinking.Please check important disclosures at the end of the episode.Time Stamps:What will signal the start of a recession in the US economy? [9:21]If recession signs emerge, how will it unfold and how should investors adjust? [11:33]What could happen to make Jordi revisit his views on the Fed? [14:44]What are the potential adjustments investors may need to make related to China? [20:30]What are the main systemic risks lurking on the horizon? [25:11]Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

In Search of Green Marbles
E61 - A Very Early 2023 Kentucky Derby Preview

In Search of Green Marbles

Play Episode Listen Later Dec 30, 2022 20:18


After analyzing preliminary Kentucky Derby prep races, Jordi shares his early perspectives on the 2023 race, as well as data you won't find elsewhere.G3 and Jordi have just one thing left to discuss before they close out the year, and that is the Kentucky Derby, also known as the Run for the Roses, or the most exciting two minutes in sports. So why are they going to devote the final episode of 2022 to the Derby? Well, that's easy. It's because the race is only 127 days away, and there's nothing like the Derby to prime you for thinking about the markets heading into the upcoming year. Please check important disclosures at the end of the episode, pour yourself some mint julep-flavored eggnog if you'd like, and get ready to hear Jordi's preliminary analysis on next year's race.Time Stamps:Will there ever be a race that tops Rich Strike's incredible win? [3:18]Which horses have caught Jordi's attention this season? [11:45]How does Jordi's approach to handicapping translate to his approach to the markets? [17:32]Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

In Search of Green Marbles
E60 - Jordi Visser's 2023 Outlook

In Search of Green Marbles

Play Episode Listen Later Dec 23, 2022 22:25


Jordi looks back on 2022 and anticipates possible surprises for 2023.On today's episode, G3 gets Jordi's take on next year, aka 2023. They talk about inflation. They talk about a recession. They talk about the Fed. And last but not least, Jordi shares his outlook on equities. Please check important disclosures at the end of the episode, sit down by the fire, and get ready for Jordi's look on the year to come. Time Stamps:How does the economy look as we come to the final stretch of 2022? [2:43] What is Jordi's take on the consensus for a full-on recession next year? [5:54]How attractive are US equities compared to international equity markets? [11:04]What are Jordi's nominees for surprises of 2023? [15:05]In lieu of new year's resolutions, what are Jordi's health and happiness goals for 2023? [18:51]Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

In Search of Green Marbles
E59 - The Past, Present, and Future with George Weiss and Jordi Visser

In Search of Green Marbles

Play Episode Listen Later Dec 16, 2022 48:07


From humble beginnings to Wall Street icon, Olympic athlete, and philanthropist, George Weiss shares his incredible story.On this special edition of Green Marbles, G3 welcomes Jordi and, for the first time, George Weiss himself. That's THE George Weiss, the living legend of Wall Street. The guy whose name is on the door at Weiss Multi-Strategy Advisers and who continues to use that door frequently because he remains a steady presence in the office. In addition to his amazing career, George has great stories to tell about his life outside of Wall Street, some of which we were able to keep in the episode.Please check important disclosures at the end of the episode and get ready to get to know George.Timestamps:● George provides a brief synopsis of his life story. [2:03]● Is the concept of a market neutral strategy George's north star, or did he stumble upon it? [7:18]● What are the circumstances under which George hired Jordi? [8:51]● What drew Jordi to Weiss? [11:15]● How do George and Jordi share decision-making responsibilities for the firm? [18:45]● How has Weiss managed the leadership transition at the firm? ● Ever an athlete, George tells of joining the US Olympic team at 60. [36:08] Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

In Search of Green Marbles
E58 - The Great Global Rotation

In Search of Green Marbles

Play Episode Listen Later Dec 9, 2022 27:10


Jordi Visser does a comparative analysis of global markets and suggests why the best opportunities may be found outside of the United States.Hello, Merhaba, Bonjour, Hola, Shalom, Zdrȁvo , Namaste, Hallo, Salaam, Tere, Konnichiwa, and Sveiki and Hujambo. In this week's episode, G3 is joined by Jordi Visser and they are going to shed their US-centricity and talk about why going beyond the borders of the US makes good sense when looking at markets that can outperform in the years to come.So, if you could, please grab a mental passport, and check important disclosures at the end of the episode. And please rate the podcast if you can. We're fortunate to have a growing audience all over the world, but rating the show helps it travel further. And with that, Bem Vinda.Timestamps:● What does Jordi mean by the Great Global Rotation? [2:53]● How did tech and US equities become significantly overweighted in global benchmarks? [7:10]● What catalysts will get the ball rolling for the Great Global Rotation? [10:21]● How will the shift toward onshoring and energy independence impact US and Emerging Markets? [14:35]● Will one country dominate global benchmarks moving forward? [17:21]Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.