This week, G3 welcomes Jordi Visser on the pod to talk about the regime change he’s seeing in the markets. He’s also eager to discuss who wins and who loses in this new regime and how he believes investors may want to get ahead of the new world that we are entering. Spoiler Alert: Bitcoin figures prominently into Jordi’s thinking.

Please check important disclosures at the end of the episode.

Timestamps:

• What does Jordi mean by the terms “macro inflection point” and “regime change”? [4:13 ]
• How much weight will Jordi place on the ISM to predict future economic conditions? [13:13 ]
• Are the peak in fiat assets and the “no more business cycle” concepts two sides of the same coin? [15:25 ]
• Why is Jordi calling for “Peak Ponzi”? [18:40 ]
• What should replace 60/40 in the new regime that Jordi foresees? [29:50 ]

Resources:

• Raoul Pal’s The Exponential Age Speaks to Jordi Visser
• SVB, ChatGPT and the Future of Trust: The Bitcoin Moment [Paper]
• Shrinking Populations Around the World
• M2 Explained
• Without A Fight Wins 2023 Melbourne Cup
• Weiss’ Daily Morning Meeting Summary

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