In Search of Green Marbles

By Weiss Multi-Strategy Advisers

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Category: Investing

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Subscribers: 7
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Episodes: 128

Description

Host "G3" discusses the impacts of technology & AI, crypto, health & longevity, and public policy on financial markets with Weiss partners and friends of the firm. Frequent guests include President and CIO, Jordi Visser, Deputy CIO, Michael Edwards and Senior Vice President, Lundy Wright.

Episode Date
E124 - The AI and Cooking Connection: The Final Green Marbles Entrée (For Now)
Mar 08, 2024
E123 - Brevan Howard's Rob Bogucki & The Fifth Macro Asset Class: A Crypto Odyssey
Mar 01, 2024
E122 - The Fed is in a Sticky Situation
Feb 23, 2024
E121 - There Will Be Vol: Markets Enter Campaign Season
Feb 16, 2024
E120 - AI Dominated ‘23. Will ‘24 be the Year of Cybersecurity?
Feb 09, 2024
E119 - The 2024 Election Cycle: Separating Rhetoric From Reality for Markets
Feb 02, 2024
E118 - Fed Preview: We’ve Already Got Goldilocks. So Why Will the Fed Likely Signal a March Ease?
Jan 26, 2024
E117 - From Tailwinds to Headwinds: A Back and Forth Start to 2024
Jan 19, 2024
E116 - Markets Have Been Ignoring Politics (But That’s Going to Change)
Jan 12, 2024
E115 - 2024 Playbook: Learning from Mistakes
Jan 05, 2024
E114 - Preparing College Students for a World of AI
Dec 29, 2023
E113 - A Macro Case for a 20% Allocation to Bitcoin (Part 2)
Dec 22, 2023
E112 - A Rate Cut in Every Stocking: Powell’s Xmas Gift
Dec 15, 2023
E111 - A Macro Case For a 20% Allocation to Bitcoin (Part 1)
Dec 08, 2023
E110 - The Taiwanese Election: Where Will the Chips Fall?
Dec 01, 2023
E109 - A Thanksgiving Feast of Insights: Ozempic’s Impact on Markets & Pension Liabilities
Nov 24, 2023
E108 - The Human + Machine (a.k.a. Jarvis) Approach at Weiss
Nov 17, 2023
E107 - “Peak Ponzi”: The Bridge to Bitcoin
Nov 10, 2023
E106 - Lundy Wright: This Is What It Sounds Like When Doves Cry…With Joy
Nov 03, 2023
E105 - Realpolitik vs. Escalation Fears with Sultan Meghji and Mike Edwards
Oct 27, 2023
E104 - Ask Jordi Anything: AI, America’s Debt, Ozempic, and the Risk/Grow Index
Oct 20, 2023
E103 - Raoul Pal & Jordi Talk AI, Crypto, the Economy, Elon’s Mars Plans and Much More
Oct 13, 2023
E102: Mike Edwards on McCarthy Melodrama & Shutdown Shenanigans
Oct 06, 2023
E101 - Lundy Wright's Macrocosm: The Fed, Interest Rates, An Affordability Crisis and AI
Sep 29, 2023
E100 - Centennial Special: Key Questions for the Next 100 Episodes and Why This Time is Different
Sep 22, 2023
E99 - An Untold Story: Ozempic and AI Flipping the Future Economy
Sep 15, 2023
E98 - Jordi on Market Rhythms and Springsteen's Beat
Sep 08, 2023
E97 - Biding For A Beijing Bazooka, Pricing a Peashooter
Sep 01, 2023
E96 - Encore Episode: Jena Roche in Honor of Women’s Equality Day
Aug 25, 2023
E95 - Mike Edwards: Prepare for A Shutdown Later This Year
Aug 18, 2023
E94 - The AI Effect: CQ is the New IQ
Aug 11, 2023
E93 - Market Update: Rolling Recessions and SHEconomies
Aug 04, 2023
E92 - A Nothingburger or a Disappointment Burger? Lundy Wright Discusses His Beef with the Fed
Jul 28, 2023
E91 - Ask Jordi Anything
Jul 21, 2023
E90 - Mike Edwards How AI Regulators Dream of Electric Sheep
Jul 14, 2023
E89 - Jordi and G3 talk Taylor Swift in connection with AI, Crypto & Blockchain
Jul 07, 2023
E88 - ChatGPT Did Not Do This Podcast
Jun 30, 2023
E87 - ChatGPT Can Turn You Into Iron Man
Jun 23, 2023
E86 - Does the Fed Pause Portend a Pivot, Skip, Cut or Hike?
Jun 16, 2023
E85 - Tech Is Trouncing Energy. A Look at Present and Past Trends.
Jun 09, 2023
E84 - Jordi & Sultan Discuss How AI Is Already Disrupting Markets & the Economy
Jun 02, 2023
E83 - Debt Ceiling Negotiations: Chickens and Watched Pots
May 25, 2023
E82 - Ask Jordi Anything
May 19, 2023
E81 - Markets Keep Worrying While Equities Grind Higher
May 12, 2023
E80 - Lundy Wright on the Fed, Regional Banks, and H2 Rate Cut Dreams
May 05, 2023
E79 - New Rules of the Game, a New Fed Put, Same Old Wall of Worry
Apr 28, 2023
E78 - Mike Edwards on Duration Drivers in Private vs. Public Markets
Apr 21, 2023
E77 - Jordi Visser Previews the 2023 Kentucky Derby
Apr 14, 2023
E76 - China Subtly Flexes on World Stage
Apr 07, 2023
E75 - A Historic Time for Financial Markets
Mar 31, 2023
E74 - A Rocky Road From Deposit Floors to Debt Ceilings
Mar 24, 2023
E73 - What Does the Fed do Now?
Mar 17, 2023
E72 - Florida Woman Saves Manatees, Kills it on Wall Street
Mar 10, 2023
E71 - Hedge funds are re-leveraging. Here’s why it matters
Mar 03, 2023
E70 - Red Balloons, Red Lines, and Red Herrings
Feb 24, 2023
E69 - Part 2: Sultan Meghji & Jordi Visser Talk AI, Longevity & Healthspan
Feb 22, 2023
E68 - AI Expert Sultan Meghji Talks Longevity & Healthspan with Jordi Visser
Feb 17, 2023
E67 - Market Update with Jordi Visser: “Don’t Fight the Cred”
Feb 10, 2023
E66 - The Fed Hiked at 2:00 pm and Eased at 2:30 pm
Feb 03, 2023
E65 - The Journey from TradFi to AI/Web3: The Builders behind AI Arena
Jan 27, 2023
E64 - Markets Dig Gridlock, But What About Nihilism?
Jan 20, 2023
E63 - China's Re-opening: Policy U-Turn or Roundabout?
Jan 13, 2023
E62 - Jordi’s 2023 Market Playbook
Jan 06, 2023
E61 - A Very Early 2023 Kentucky Derby Preview
Dec 30, 2022
E60 - Jordi Visser’s 2023 Outlook
Dec 23, 2022
E59 - The Past, Present, and Future with George Weiss and Jordi Visser
Dec 16, 2022
E58 - The Great Global Rotation
Dec 09, 2022
E57 - China's Covid Policy "Pivot" Has Already Happened
Dec 02, 2022
E56 - Potluck Episode: A Unique Approach to Information Intake
Nov 25, 2022
E55 - The First Inning of a New Regime
Nov 18, 2022
E54 - Lundy Wright Talks Fed Pivot & Logical Hopscotch
Nov 11, 2022
E53 - China Regime Shift: Xi as Emperor
Nov 04, 2022
E52 - Elon: Chief Twit. Why & How It Matters
Oct 28, 2022
E51 - Realpolitech & Innovation with AI expert Sultan Meghji
Oct 21, 2022
E50 - The Next Big Innovation: The Intersection of Biology & Technology Pt 2
Oct 14, 2022
E49 - The Next Big Innovation: "The Intersection of Biology and Technology”
Oct 07, 2022
E48 - Midterms Myths & Markets
Sep 30, 2022
E47: Weiss’s Bond Guru Lundy Wright on the Fed & the Future
Sep 23, 2022
E46 - Crypto Update with Jordi as The Merge Happens
Sep 16, 2022
E45 - Post-Labor Day Market Gut-Check with Jordi Visser
Sep 09, 2022
E44 - New Challenges for the Fed with Lundy Wright [REPLAY]
Sep 02, 2022
E43 - Summer Primer Part 3: Sino-US Relations—It’s Complicated
Aug 26, 2022
E42- Summer Primer 2: Chinese Policy & Politics
Aug 19, 2022
E41 - Europe: Sources of Uncertainty
Aug 12, 2022
E40: August Market Update with Jordi Visser
Aug 05, 2022
E39 - Weiss Makes History with NFT Drop
Jul 29, 2022
E38 - Summer Primer Part 1: Deriving Clues from Equity Options
Jul 22, 2022
E37 - Beyond the Fed: Non-Monetary Vectors of Inflation
Jul 15, 2022
E36 - Guns and Butter: Policy Aspirations Constrained by New Realities
Jul 08, 2022
E35 - Don’t Forget the Debt
Jul 01, 2022
E34 AQ, Behavioral Alpha and Speed Chess
Jun 25, 2022
E33 Lundy Wright on the Fed, Inflation, Fantasy Economics, and Debt
Jun 17, 2022
E32 - China, Animal Spirits, and an H2 Bitcoin Comeback
Jun 11, 2022
E31 - China COVID Policy: Locks H1, Keys H2
Jun 04, 2022
E30 - The Importance of Relative Performance for Hidden Marbles
May 27, 2022
E29 - Theatrics, Politics, and Limits of Inflation-Fighting
May 20, 2022
E28 - A Derby Recap and Dealing with Market Volatility
May 13, 2022
E27 - Peeling Back the Curtain on Jordi’s Kentucky Derby Write-up
May 06, 2022
E26 - Handicapping a Recession
Apr 29, 2022
E25 - The Kentucky Derby Through the Eyes of a Fund CIO
Apr 23, 2022
E24: Jordi Doubles Down on Bitcoin for ‘22
Apr 15, 2022
E23 - The Limits of Friendship: China, Russia and Market Realities
Apr 08, 2022
E22 - Concentration: A Continuing Story for 2022
Apr 01, 2022
E21 - When the Market Is Talking Recession, History Says They’re Wrong
Mar 26, 2022
E20 - New Challenges for the Fed with Lundy Wright
Mar 18, 2022
E19 - It's Time to Make Allocation Decisions
Mar 11, 2022
E18 - Why De-dollarization Matters to the World Part 2
Mar 04, 2022
E17 - Putin in Context: Geopolitical Poker
Feb 25, 2022
E16 - Why De-dollarization Matters to the World Part 1
Feb 19, 2022
E15 - Decoding the Fed
Feb 11, 2022
E14: January's Volatility - Whoa!
Feb 04, 2022
E13 - What to Watch in DC: Seinfeld or MacGyver
Jan 28, 2022
E12 - Nothing Will Stop Crypto This Year
Jan 21, 2022
E11 - Jordi Time Traveled to Dec. 2022. Here's What Happened...
Jan 14, 2022
Ep. 10 - Juggling & Rabbit Hole Learning: A Discussion on Jordi Visser’s New Paper
Jan 07, 2022
Replay: Horse Racing & Trading
Dec 31, 2021
Ep. 8: AQ, the Superior Sibling of IQ and EQ
Dec 24, 2021
Ep. 7: NFTs, The Energy Behind Crypto, and Web 3.0
Dec 17, 2021
Ep. 6: Policy Matters: China Primer for Markets
Dec 10, 2021
Ep. 5: Part II in Our Series About Web 3.0 & Crypto
Dec 03, 2021
Ep. 4: Going Beyond Moneyball with Baseball Cards
Nov 26, 2021
Ep. 3: What Exactly is Web 3.0?
Nov 19, 2021
Ep. 2: Labor's Leverage
Nov 12, 2021
Mini-episode 3: Big Picture Drivers for 2021 & Beyond
Nov 05, 2021
Mini-episode 2: Horse Race Betting Lessons for Traders
Nov 05, 2021
Mini-episode 1: Important Market Themes for 2022
Nov 05, 2021
Ep. 1: The Conundrum Posed by Negative Real Rates
Nov 05, 2021
Trailer: In Search of Green Marbles
Oct 31, 2021