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As many of you know, there is no Fed meeting this month. As such, it would be reasonable to assume that we wouldn’t have Lundy Wright on the podcast because he’s the expert we turn to when it comes to analyzing the latest meeting. However, as you may have noticed, a recent spat of economic numbers has put a real question mark over the prospect of rate cuts any time soon. If not flipped, the script has certainly been ruffled. So, we asked Lundy to come on and provide his latest views on where things stand and what factors he’s watching ahead of the March Fed meeting. Please check important disclosures at the end of the episode. This episode was recorded on Wednesday, February 21st after the market close. Timestamps: Does Lundy think that seasonal factors have skewed January data, including Core CPI? [5:16]What is the r-star rate and why does Lundy refer to it as “mythical nonsense”? [8:55]Could the supply of Treasuries that will come to market counter economic stimulus? [17:39]What is Lundy anticipating ahead of the March Fed meeting? [23:48]What is Lundy’s “recipe” for creating trading paralysis in the bond market? [27:55] Resources: Fact Sheet on seasonal adjustments in the CPIGazing at r-star: Gauging U.S. monetary policy via the natural rate of interestAn ugly 20-year bond auction Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

This week, G3 welcomes Mike Edwards onto the pod to continue their exploration of how the 2024 election could impact markets today and in the future. As listeners know, Mike has been a frequent guest on the show given the eye-popping headlines we are witnessing as the 2024 election season approaches. Topics covered in the conversation include whether the market has priced in the difference between MAGA and traditional Republicanism, Donald’s Trump’s potential immigration & tariff policies, Trump’s recent comments concerning NATO and his desire to be a dictator for a day, and President Biden’s perceived frailty. Please check important disclosures at the end of the episode. This episode was recorded on Tuesday, February 14th. Timestamps: Should Trump win the election and remove sanctions on Russia, what could be the potential effects on the Russia-China relationship? [11:44]How might Inflation play into the tariff regime that Trump is proposing? [17:11]How are our European allies reacting to Trump’s statements concerning NATO? [22:27]Does Mike believe that the markets are likely to “freak out” if Trump wins? [31:25] Resources: Jordi’s latest webinar NBER: Help for the Heartland? The Employment and Electoral Effects of the Trump Tariffs in the United StatesThe Democratic Party is Having an Identity Crisis by Ezra KleinHistorically Low Faith in U.S. Institutions Continues Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

This week, Jordi and G3 welcome Sultan Meghji back to the podcast. As long-time listeners know, when Sultan is the guest, green marbles start flying everywhere. This episode continues in that tradition, but it focuses narrowly on cybersecurity, as Jordi and Sultan believe that cybersecurity isn’t getting the attention it deserves by the markets. In fact, while generative AI may have been the key factor driving the equity markets higher last year, 2024 is a new ball game. And cybersecurity – not LLMs – could represent the dominant narrative this year. But according to Jordi, the best way to participate in the “cyber surge” is through Bitcoin. Please check important disclosures at the end of the episode. Timestamps: What is Jordi’s point of view on the national threat posed by TikTok? [9:12]How confident is Sultan on the U.S. possessing superior abilities to defend against cyber attacks? [21:46]Is the strong market performance of leading cybersecurity names a reflection of a growing concern of a cyber attack? [25:14]What is the role of decentralization, blockchain, and crypto in combatting cyber attacks? [34:05] What advice does Sultan offer on how to prevent being hacked? [42:18] Resources: Frontier Foundry’s websiteUK report on state-sponsored cyber attackersFirst of its kind AI heist AI Voice ScamsWhat ever happened to Alta Vista? Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to...

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

Normally, when Weiss’s bond expert, Lundy Wright, comes onto the pod, it’s because the Fed has just met and made its decision on interest rates and the choice of words it used in the accompanying statement. We also spend a lot of time discussing Chairman Powell’s press conference that follows the decision and what he said (or didn’t say) and how he answered questions posed to him by the press. But it’s a new year, and G3 is going to try something new in ‘24. As our listeners know, the Fed will be meeting next week, so G3 invited Lundy onto the pod ahead of time. In doing so, our hope is that it will provide our audience with a new vantage point by revealing the specific things that Lundy will be looking for during the meeting. Please check important disclosures at the end of the episode. This episode was recorded on Thursday, January 25th. Timestamps: Besides the FOMC meeting, what other factors could drive markets next week? [1:50]When did markets start expecting rate cuts as a norm instead of a response to economic downturns? [8:25]Could details of the anticipated tapering of quantitative tightening play a role in the market’s reaction to the Fed meeting? [16:29]How might the markets react to a divergence between the Fed’s statement and Powell’s press conference? [22:28] Resources: Overview of the TBACThe careful balance between hard and soft data on the economyThe Fed and the dual mandate in plain EnglishLagarde speaks after rate decisionHow might the Fed roll back QT? Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or...

G3 welcomes Jordi Visser onto the podcast to offer up a market update. Thus far, January has kicked off 2024 to a rocky start. Jordi will discuss the headwinds behind this turbulence and offer his latest perspectives on inflation, AI and investor sentiment. Jordi and G3 also discuss the Mag-7 and whether or not Apple has Tesla should remain in the group. Please check important disclosures at the end of the episode. This episode of Green Marbles was recorded on Wednesday, January 17th. Timestamps: What are Jordi’s market expectations in the short term? [1:45]Why might declining inflation fail to be a tailwind for the equity market? [8:30]What does Jordi mean by “demographic adjusted net worth”? [13:18]What are some of the surprises that Jordi is eyeing this year? [20:15] Resources: Baby Boomers are hitting “Peak 65”2024 Market Outlook [Video]Chinese economic outlook is weakMistral complete fundraising valuing the start-up at $2 billion Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

This week, G3 welcomes Mike Edwards onto the pod for the first time in the new year. We can assure you it won’t be the last time either because 2024 is shaping up to be a year to remember on multiple fronts that play to Mike’s expertise. As listeners of this podcast know, Mike is a keen observer of the tango that takes place between markets and politics. And with the 2024 election looming large, we wanted to get Mike onto the show ASAP in order for him to lay out his preliminary thinking, bat away a few buzzy-but-irrelevant issues and provide a heads-up on the factors that could meaningfully impact various economic sectors. Please check important disclosures at the end of the podcast and brace yourself for this one. A final note: This podcast was recorded on January 3, 2024. Timestamps: Does Mike believe that Donald Trump's legal issues will impact the 2024 election outcome? [3:23]Will third-party candidates influence who the next president will be? [12:36]What is the probability of neither major presidential candidate securing 270 electoral college votes? [16:24]Which possible 2024 election outcome is the market currently ignoring? [24:04]What does Mike believe that market participants should start considering in advance of November's election? {35:49] Resources: The Senate map looks very tough Democrats John Mulaney’s “There’s a Horse in the Hospital” (Warning: Explicit Content) Trump’s reign of tariffs Bob Lighthizer biographySuper PAC to support No Labels Launches Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any...

Welcome to the first episode of In Search of Green Marbles in the new year. To kick things off, G3 welcomes Jordi Visser onto the pod to take a walk down memory lane. Specifically, they discuss all the mistakes and miscalls Jordi made in 2023. The idea for this episode was Jordi’s and it’s based upon his view that one should always be learning from one’s screw-ups. In fact, Jordi’s 2023 screw-ups are important inputs into the 2024 playbook that he’s devised. G3 and Jordi discuss this playbook in detail. Please check important disclosures at the end of the episode. Timestamps: What were some of the wrong predictions that Jordi made in 2023? [3:35]What is Jordi’s 2024 playbook based on what he sees in the economy, stocks, rates, and politics? [7:33]What are some potential surprises we might encounter in the market throughout 2024? [12:04]What does Jordi predict will be the 2 most important themes in 2024? [22:00]What is the relationship between Bitcoin and interest rates? [26:16] Resources: Don’t Just See, Observe: The End of Fiat Asset Inflation and the Bitcoin Moment [Paper]UBS Billionaire Ambitions Report 2023: The great wealth transferCNBC’s Kelly Evans talks Bitcoin with Jordi Visser Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

For the very last In Search of Green Marbles episode of 2023 (what a year it’s been), G3 gathers with Jordi Visser to speak about AI and college, two topics that are near and dear to Jordi’s heart. A final note to our listeners: We would like to thank you for the steadfast support we have received in 2023. You have provided us with a great deal of useful feedback and insights that we have incorporated into the pod. We appreciate it very much and would ask that you keep it coming next year. If you haven’t rated and reviewed the podcast, we ask that you consider doing so. Please check important disclosures at the end of the episode. Timestamps: What are Jordi’s views on how AI will disrupt the work environment in the future? [3:00]Does Jordi believe AI will de-value a degree from a prestigious school? [8:24]What advice has Jordi provided to his own son regarding how to thrive in the age of AI? [16:30]Are there different considerations for younger children who have not yet advanced to the high school level? [21:44]What is the significance of the number 139,944? [32:00] Resources: #JordiPlusJarvis LinkedIn ArticlesA Whole New Mind by Daniel PinkThe Coming AI Revolution—And Why College Graduates Will Be Ready For It Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

In this episode, which was recorded earlier in December, G3 continues his inquiry into Jordi Visser’s new portfolio recommendation that calls for a 50-30-20 allocation between money market funds, fiat assets and Bitcoin. Those who missed Part 1 of the discussion may want to first listen to Episode 111, which was released on December 8th. Please, check important disclosures at the end of the episode, and join us for this far-reaching discussion. Note: This episode was recorded on December 7th, 2023. Timestamps: How do the trends in demographics fit into Jordi’s 50-30-20 allocation model? [2:34]What exactly are money market funds, and how do they impact other assets within the fiat system? [11:09]How has the evolution of AI contributed to making entrepreneurship a more critical element in our economic landscape? [20:43]What does Jordi foresee as the key areas where AI will cause major disruptions in the future? [30:20]Why does Jordi believe that those who haven't invested in Bitcoin will soon feel a sense of missing out (FOMO)? [47:24] Resources: The Continued Rise of the Extended WorkforceAI and Covid-19 Vaccine: Moderna’s Dave JohnsonThe world’s largest proteins? These mega-molecules turn bacteria into predatorsWhat is AlphaMissense? Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

This episode of In Search of Green Marbles was recorded on Wednesday, December 13th at 4.30pm, which was subsequent to the Fed’s December Meeting and Press Conference. The week’s episode featured Lundy Wright, Weiss’s bond expert. In addition to providing his assessment of the Fed meeting, Lundy offered up his latest take on where things stand in the fight against inflation and how the Fed’s meeting impacted that effort. Please check important disclosures at the end of the podcast. Timestamps: What is Lundy’s take on the Fed's decision to insert the word “Any” in its latest statement? [2:25]What is the Fed’s “Dot Plot” and can it be used to accurately predict future Fed Funds rate trends? [4:22]What could be the unintended consequences of Chairman Powell’s dovish press conference and Fed statement? [12:40]In Lundy's view, how might the outcome of the latest Fed meeting influence housing affordability? [27:23] Resources: The Fed's dot plot: Breaking down the latest projectionsPresident Biden gives a rare take on interest ratesWhat is Fiscal Dominance? Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

This week, G3 speaks to Jordi Visser about his 50-30-20 (Money Market Assets / Fiat Assets / Bitcoin) portfolio recommendation, which he believes can lead to outperformance in the years to come. This episode is the first installment in a series that will explore Jordi’s recommendation from a variety of vantage points. Inspired by the character Sherlock Holmes, G3 and Jordi treat this discussion like an unfolding mystery novel. Please check important disclosures at the end of the episode. Timestamps: What is Jordi’s 50-30-20 rule? [2:07]Is the 50-30-20 rule a reflection of a dark, bearish outlook? [11:35]Why is Web3 poised to be more of a disruptive force next year? [17:40]How does Jordi connect the ‘no more business cycles’ idea to the decline of the fiat system? [24:30]What other topics will be covered in the coming episodes of the 50-30-20 rule series? [32:37] Resources: Mistral AI, the French Competitor of OpenAI, Prepares a €450 Million Fundraising RoundHealthcare job growth How AI is making entrepreneurship more accessibleGreenspan on technological advancement Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.