Here Be Animal Spirits

Cognitive Dissidents

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

Make sure to check out the Cognitive Dissidents site and services here.

This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp