Weiss Multi-Strategy

More than a market neutral pioneer, we invest in people, partnerships, and a purposeful future.
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[Weiss Multi-Strategy @WeissMultiStrat]

As many of you may already know, George Weiss – our incredible founder and leader – has decided after 46 years to close the firm. George started his career on Wall Street in 1965 and with only a slide rule and calculator, he launched George Weiss & Associates in 1978, pledging the highest standards of integrity and fairness for employees and clients. Since then, the firm has flourished, attracting exceptional clients and talent alike, and cultivating an environment rooted in genuine partnership and trust. Winding down a firm with a 46-year history is a decision not taken lightly but one made with the utmost consideration for the welfare of our clients and employees.

We want to extend a heartfelt thanks and sense of gratitude to all the clients, employees, partners, and friends we made along this journey. Forging meaningful relationships has been at the core of our mission and while we’re sad this journey is coming to an end, we’re excited about what will come.

Wishing everyone all the best,
George Weiss and Jordi Visser

[Weiss Multi-Strategy @WeissMultiStrat]

“When you do something new, even if it's going to a restaurant you've never been to, different neural connections kick-off.” – @jvisser_weiss in this preview of our final In Search of Green Marbles episode, ‘The AI and Cooking Connection: The Final Green Marbles Entrée (For Now).'

After 124 heartfelt episodes, we've reached a decision, not made lightly, to put our podcast on hiatus. This decision comes with heavy hearts, influenced by circumstances beyond our control. We want to express our deepest gratitude for your unwavering support and valuable feedback. Your engagement has truly meant the world to us, and we hope to reconnect in the future. Thank you for being such an integral part of our journey.

The full episode drops today at noon.
Apple: https://t.co/Ov3jmmQhVW
Spotify: https://t.co/BGzP7Jsgak

Note: This is an #AI generated image.

[Weiss Multi-Strategy @WeissMultiStrat]

“Nothing in the world has ever breathed on going digital that's just stopped dead in its tracks, gone back to horse and buggy, never happened… this horse is out of the barn and it's just not going back.” – Brevan Howard’s @robert_bogucki on his conviction that digital assets, including crypto, are irrevocably part of our future financial landscape.

This week on the pod, host G3 and @jvisser_weiss interview Robert Bogucki, a Portfolio Manager at @BHDigitalAssets, who discusses #bitcoinETFs, #crypto volatility, and shares insights based on his experience. He is also an old friend of Jordi, and their discussion, spurred by G3, quickly becomes lively.

The full episode drops today around noon.
Apple: https://t.co/Ov3jmmQhVW
Spotify: https://t.co/BGzP7Jsgak

Note: This is an #AI generated image solely of host G3; all other persons in the image are real.

[Weiss Multi-Strategy @WeissMultiStrat]

“Inflation doesn’t die on its own. You have to kill it.” – @lwright_weiss reflecting on the recent strong economic data and whether or not rate cuts are justified.

Could the supply of #Treasuries that will come to market counter economic stimulus? What should we be looking for ahead of the next #Fed meeting in March? What is the best “recipe” for creating trading paralysis in the bond market? Lundy covers these questions and more in our latest Green Marbles podcast episode, The Fed is in a Sticky Situation.

The full episode drops today at noon.
Apple: https://t.co/Ov3jmmQhVW
Spotify: https://t.co/BGzP7Jsgak

Note: This is an #AI generated image. #Inflation #Powell

[Weiss Multi-Strategy @WeissMultiStrat]

“It is definitely something markets should pay attention to because markets trade the pathway, not the destination.” -@medwards_weiss on whether the markets should be paying attention to the legal drama associated with Donald Trump.

In this preview of our latest Green Marbles podcast episode, ‘There Will Be Vol: Markets Enter Campaign Season’, Mike also reacts to the results of the January #Bloomberg News/ Morning Consult poll that found that voters in key swing states would not vote for Trump if he were convicted of a crime (53%) or sentenced to prison (55%) in one of the four cases against him.

The full episode drops today at noon.
Apple: https://t.co/Ov3jmmQhVW
Spotify: https://t.co/BGzP7Jsgak

Note: This is an #AI generated image. #presidentialelection #MAGA #democraticparty

[Weiss Multi-Strategy @WeissMultiStrat]

A preview of our latest Webinar, ‘Market Insights: Riding the Momentum Wave?’

In this video, @jvisser_weiss discusses recent #market uptrends influenced by earnings and analyzes momentum, including the impact of historical factors and the negative feedback loop between the Chinese economy and the Chinese stock market. He highlights the significance of this year for #Bitcoin, especially following the #bitcoinetf approval.

You can watch the full video and download the Bloomberg slides here: https://t.co/YTnBxlU2LB

Additionally, if you are interested in listening to the podcast that Jordi references on #cybersecurity, you can find it here: https://t.co/STZLYLMlrr

[Weiss Multi-Strategy @WeissMultiStrat]

“If you think blockchain is going to accelerate in its usage, Bitcoin is the M2 of that universe. And I think more and more talent and people will continue to focus on blockchain as a solution.” -@jvisser_weiss pounding the table on #Bitcoin as the ultimate beneficiary from a rise in cyber attacks in our latest Green Marbles podcast episode, AI Dominated ‘23. Will ‘24 be the Year of Cybersecurity?

This week on the pod, Host G3 and Jordi welcome back @sultanmeghji to discuss #cybersecurity, a topic that Sultan believes will be a bigger theme than AI in 2024.

The full episode drops at noon.
Apple: https://t.co/Ov3jmmQhVW
Spotify: https://t.co/BGzP7Jsgak

Note: This is an #AI generated image.

[Weiss Multi-Strategy @WeissMultiStrat]

What’s the #economicoutlook for #China in 2024, and where should investors be looking within the country for opportunities? For @medwards_weiss’ take, check out this @philrosenn story in @BusinessInsider . Full story here: https://t.co/h2KYQqAwzr

[Weiss Multi-Strategy @WeissMultiStrat]

“I would be very cautious about anything that is effectively a long only approach, both in terms of measuring what is embedded in prices and also in terms of actually trading something.“ -@medwards_weiss reacting to the #Biden and #MAGA Baskets being issued by the sell-side firms in this week's Green Marbles podcast episode, The 2024 Election Cycle: Separating Rhetoric From Reality for Markets.

This week on the pod, G3 and Mike discuss the 2024 election cycle, its influence on the economy, the connection between tariff talk and tax policy, and more. They also touch upon some sensational election conspiracies that could make headlines on Page 6!

The full episode drops today at noon.
Apple: https://t.co/Ov3jmmQhVW
Spotify: https://t.co/BGzP7Jsgak

Note: This is an #AI generated image. #Election2024

[Weiss Multi-Strategy @WeissMultiStrat]

“It was so easy to see that what she just said is effectively a template for what the Fed will say next week.” – @lwright_weiss reacting to Christine Lagarde’s press conference speech after the ECB rate decision on Jan 25, 2024.

In our latest Green Marbles podcast episode, ‘Fed Preview: We’ve Already Got Goldilocks. So Why Will the Fed Likely Signal a March Ease?’, Lundy offers his insights on what to look for in next week’s #FOMC meeting, and how the markets will likely react to a divergence between the Fed’s statement and #Powell's subsequent press conference.

Apple: https://t.co/Ov3jmmQhVW
Spotify: https://t.co/BGzP7Jsgak

Note: This is an #AI generated image

[Weiss Multi-Strategy @WeissMultiStrat]

“You can’t ignore the fact that, at the end of the day, inflation is a monetary phenomenon. And I don’t think you can kill it with… the demographic adjusted net worth in this country.” - @jvisser_weiss in this preview of our latest Green Marbles podcast episode, From Tailwinds to Headwinds: a Back and Forth Start to 2024.

This week on the pod, Host G3 and Jordi discuss the market’s headwinds, tailwinds, investor sentiment and the rocky start to 2024.

The full episode drops today at noon.
Apple: https://t.co/Ov3jmmQhVW
Spotify: https://t.co/BGzP7Jsgak

Note: This is an #AI generated image. #inflation #markets #demographics

[Weiss Multi-Strategy @WeissMultiStrat]

“We're in a market that I would argue is, kind of, trades what’s right in front of its face. And the likely outcomes 11 months from now are pretty far away from the market's face, but they will be making their way in pretty soon.” – @medwards_weiss on his view that current market valuations are overlooking political factors.

On this week’s Green Marbles podcast episode, Markets Have Been Ignoring Politics (But That’s Going to Change), G3 sites down with Mike to discuss the upcoming 2024 presidential election and the factors that could meaningfully impact various economic sectors.

The full episode drops today at noon.
Apple: https://t.co/Ov3jmmQhVW
Spotify: https://t.co/BGzP7Jsgak

Note: This is an #AI generated image #Elections2024 #Trump2024 #Biden2024

[Weiss Multi-Strategy @WeissMultiStrat]

Bitcoin Moment
Crypto markets have been focused for months on today’s potential announcement by the SEC of approval of spot bitcoin ETFs. On the path to this important moment, especially given the anticipation, there has been significant debate over whether adoption demand dynamics are already in the price and thus whether Bitcoin will face a ‘sell the news’ or ‘travel vs arrive’ problem if approval is announced today. Markets got a preview of that phenomenon yesterday afternoon as the SEC’s Twitter/X account was hacked and falsely announced approval. Perhaps more substantially than the trading phenomenon, this hack highlights the unfortunate but increasing trend towards misinformation in erstwhile authoritative channels. Ironically, we view bitcoin as an important piece of tokenization infrastructure that can contribute to reliable authentication, however moments like this will likely continue to accumulate – especially in an election year – on the way to an eventual more secure information infrastructure.

Want more? Check out our daily Morning Seeds! Updated each day before the market opens.
https://t.co/5DRgp5iaQb

[Weiss Multi-Strategy @WeissMultiStrat]

We are excited to share that our President & CIO, @jvisser_weiss's article, "Ozempic: The Bio Revolution and the Age of Exponential Innovation for Longevity", has been published in the latest Global Macro Investor publication, The GMI January 2024 Think Piece. In this article, Jordi highlights that the surge in demand of #Ozempic and similar drugs reflects a broader Bio Revolution, where advancements in biology and technology, like #AI in drug discovery, are transforming healthcare and addressing global health challenges like obesity and diabetes.

Visit the GMI website to access this piece: https://t.co/zK9DHvTyTz

[Weiss Multi-Strategy @WeissMultiStrat]

Our latest 2024 market update video, Unraveling Economic Indicators, Apple's Performance, and Bitcoin's Rise, is out.

In this video, @jvisser_weiss reviews the recent economic data, focusing on employment and wage trends, and discusses their implications for interest rate cut expectations, citing the increase in freight rates as a potential concern. He also analyzes the early-year weakness in #Apple's performance.

In this preview, he emphasizes #Bitcoin's break away from it's correlation with other assets. You can watch the full video and download the Bloomberg slides here: https://t.co/17ENpbLEC9

[Weiss Multi-Strategy @WeissMultiStrat]

“This is the age of software for the body. And that’s what you want to invest in.” – @jvisser_weiss on his predictions of what will be the key themes for 2024 in this preview of our latest Green Marbles episode, “2024 Playbook: Learning from Mistakes.”

On this first episode of the new year, host G3 welcomes Jordi to reflect on the mistakes he made in 2023 and how these are important inputs into his 2024 playbook.

The full episode drops today at noon.

Listen to the full episode here:
Apple: https://t.co/Ov3jmmQhVW
Spotify: https://t.co/BGzP7Jsgak

Note: This is an #AI generated image. #ozempic #bitcoin #SoftwareForTheBody

[Weiss Multi-Strategy @WeissMultiStrat]

Our President and CIO, @jvisser_weiss on @CNBCTheExchange today.

[The Exchange @CNBCTheExchange]

Weiss Multi-Strategy Advisers President & CIO Jordi Visser @jvisser_weiss and EY Chief Economist Gregory Daco @GregDaco tell @KellyCNBC the market is pricing in too many rate hikes for 2024.