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Jordi Visser is Optimistic About Inflation, Stocks, Cryptos — And More (Szn 4, Ep 26)

Premium subscribers received an eight-minute clip containing the most actionable highlights from this episode on Sept. 26. This is just one of many benefits of premium membership. For more visit our Substack or Supercast.

Jordi Visser, president and chief investment officer at Weiss Multi-Strategy Advisers, joins the podcast to discuss his reasons for optimism during this trying time for global financial markets.

Content Highlights

  • The environment is constructive for risk assets (2:26);
  • Focus has moved from inflation. Investors are too negative (3:50);
  • The Fed is raising interest rates. Inflation is coming down — a lot faster than people think (4:41);
  • What sectors and why? (9:53);
  • No, you don’t need unemployment to increase for inflation to come down (13:22);
  • The bullish case for biotech (15:12);
  • The blockchain will have profound impact on labor markets (19:42);
  • Background on the guest (25:13);
  • Clean energy and how that fits in (29:14);
  • Oil should move higher, but watch out for global trade (36:47);
  • Web 3.0 and cryptocurrencies: here too there are reasons to be bullish (39:48);
  • Beta has started to outperform profitability. A final reason to be optimistic (51:45).

More About Jodi Visser

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Beating The Market is Hard. Optimizing Investments is Easy: Chris Hutchins (Szn4, Ep 22)

Chris Hutchins joins the podcast to discuss his strategy for asset allocation, which leans heavily on passive investing and optimizing earnings power rather than picking stocks. In this (admittedly) unorthodox episode he discusses some of his methods.

Content Highlights

  • You probably can’t beat the market. Instead of trying to optimize the portfolio, why not optimize how quickly money can be put to work? Or maximize income from employment (5:55);
  • Beating the market may be extremely difficult (if not impossible). but educating oneself is still invaluable along several lines that are discussed (8:07);
  • How does Hutchins’ asset allocation break down exactly? (10:45);
  • The guest is also a venture capitalist. What areas of technology is he particularly excited about right now? (12:35);
  • What about the VC model itself? (21:30);
  • Background on the guest (30:00);
  • Not investing is as big a mistake as investing incorrectly. Some of the options (35:32);
  • How important is liquidity? (38:44);
  • What has the guest most worried right now? (42:06).

More Information on the Guest

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Russia Bond Default, Crypto Fund Blow-Up No Concern to Markets (Yet)

The following is an amended form of the Daily Contrarian briefing from June 27. This briefing and accompanying podcast are released to premium subscribers each market day morning by 0700. To subscribe, visit our Substack.

Over the weekend we received a couple of troublesome headlines about a Russian bond default and potentially the blow-up of a crypto hedge fund

Markets appear to have shrugged this off, moving higher in the pre-market. While this bounce faded at the open, major indexes are only down a few basis points at the time of this writing (0940 EDT on Monday). Cryptos are down a bit, with bitcoin dropping by about 2% to dip below $21,000.

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