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 weak
• Mistral complete fundraising valuing the start-up at $2 billion

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