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 transfer
• CNBC’s Kelly Evans talks Bitcoin with Jordi Visser

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