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Here Be Animal Spirits
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How do inflationary cycles work? Are we in a tech innovation environment or are we just iterating on the same old concepts? Also, what constitutes "old"? Jordi Visser joins us this week to discuss these questions and much, much more (yes, we mean China).
Jordi Visser is the President and Chief Investment Officer of Weiss Multi-Strategy Advisers LLC, a market neutral pioneer of the asset management industry. At Weiss, Jordi oversees the portfolio managers and is responsible for the overall risk aggregation. Additionally, he is the architect and a portfolio manager for the Weiss Alternative Multi-Strategy Fund (Ticker: WEISX).
Weiss Morning Seeds: https://hubs.la/Q01jhfjY0
Weiss Insights: https://hubs.la/Q01jhftd0
Weiss Podcast Page: https://hubs.la/Q01jhgds0
Timestamps:
2:20-14:42 – Inflation/Deflation
14:42-35:50 – Tech/longevity
35:50-45:38 – mRNA
45:38-1:03:30 – Energy
1:03:00 – end – China
72 episodes
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