In Search of Green Marbles Weiss Multi-Strategy Advisers

Weiss’s bond expert weighs in on the Fed’s response to fighting inflation on one hand and the stability of our banking system on the other.
This week, G3 welcomes Weiss’s bond expert, Lundy Wright, onto the podcast. In the wake of the volatility we’ve seen in the markets–particularly in the fixed income markets–G3 was eager to get Lundy’s take on what’s happening.
Ahead of the FOMC meeting next week, Lundy covered a number of topics weighing on the Fed as it prepares to make a decision on whether or not to raise its benchmark funds rate and, if so, by how much.
As usual, please check important disclosures at the end of the episode.
Time Stamps:
What is the MOVE index and what is it telling us? [4:01]Is bond market illiquidity at the core of the current crisis? [6:50]Hypothetically, if market depth were better, could the SVB situation have played out differently? [10:31]Does the Fed find itself saying it is committed to QT but, in effect, engaging in QE? [18:20] How has the digital age impacted the effectiveness of the regulators’ solutions in managing market volatility? [20:56]What does Lundy think the Fed will do next week regarding the Federal funds rate? [22:43]
Resources:
John C. Williams BiographyFewer Treasury bills and liquidity questionsThe MOVE index
Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

Weiss’s Director of Investor Relations and Marketing reflects on her accomplishments, career path, debt, and investments.
This podcast was recorded on Wednesday, March 8th, which is International Women’s Day. To celebrate this important day, as well as the fact that March is Women’s History Month, G3 is delighted to have Jena Roche, Weiss’s Director of Investor Relations and Marketing, on the podcast. Jena has a compelling background and story, and she was kind enough to take time out of her day to discuss her journey and to share her insights with us.
Please check important disclosures at the end of the episode.
Time Stamps:
Why is Jena enamored with manatees? [8:08]Why did Jena choose to attend Wellesley College despite the tuition cost? [10:31]How did Jena get to Wall Street after majoring in Biochemistry? [18:50]How does Jena apply the Ideal Gas Law formula, PV=nRT, in her daily life? [21:00] How did Jena transition from banking into her role in Marketing & IR at Weiss? [22:14]What advice does Jena have for aspiring women who are starting their careers on Wall Street? [32:15]How did George Weiss, Jordi Visser, and other finance professionals at Weiss help Jena think about her own investment decisions? [36:19]
Resources:
Women’s History MonthIdeal Gas LawSave the Manatee
Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

Weiss’s Jordi Visser discusses the topic of hedge fund re-leveraging, how to observe this trend, and its implications.
In this episode, Jordi Visser, Weiss’s CIO and president, talks about the hedge fund re-leveraging trend he’s seeing and why it matters so much to his market outlook. For those unfamiliar with this concept, Jordi will explain it. Jordi will also discuss why conditions are ripe for market neutral strategies that can take advantage of this trend.
Please check important disclosures at the end of the episode.
Time Stamps:
Why is the increase or decrease of hedge fund leverage important? [2:47]What proxies are available to gauge whether risk is being put back on? [6:23]What categories of hedge funds will likely benefit from re-leveraging? [10:52]What geographic areas are likely to benefit from this trend? [14:10]
Resources:
Understanding market-neutral fundsThe Goldman Sachs Hedge Fund VIP Index Relative to the S&P 500 IndexAI Expert Sultan Meghji Talks Healthspan and Longevity with Jordi Visser — Part 1
Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

Weiss’s China expert, Mike Edwards, summarizes the current state of Sino-US relations and the potential consequences of Russia’s war with Ukraine.
In recent weeks, the rhetoric exchanged by US and Chinese leaders has reached a feverish pitch. But bluster and hot air are not the only factors to keep in mind when analyzing the trajectory of Sino-US relations. G3 is delighted to have Weiss's China expert, Mike Edwards on Green Marbles this week. Mike has plenty to say on where things stand between the US and China, China's relationship with Russia, and what all of this implies for markets in the coming months.
Please check important disclosures at the end of the episode.
Time Stamps:
Is there a connection between the balloon controversy and the space race between the US and China? [4:22]What moves and countermoves have the US and China undertaken since the balloon flap? [6:48]Is the Russia-Ukraine war a proxy war for the US and China? [11:31]Why is Wang Yi an important figure in US-Chinese diplomatic relations? [16:53]What are the implications of the Russia-Ukraine war for markets? [22:56]How will China's reopening impact different market sectors? [29:31]
Resources:
After UFO shoot-downs, senators fret over holes in homeland securityBio of Wang YiUkraine war shifts global power relations as China asserts roleLuxury sector eyes reopening of China
Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

Sultan Meghji and Jordi Visser continue their discussion about the convergence of AI and longevity, and the resulting implications.
In Part 2 of the discussion with AI expert Sultan Meghij, G3 and Jordi continue to explore the intersection of AI and longevity. The topics of discussion include mushrooms, the intersection of web3 and longevity, “DeSci” (a.k.a. Decentralized Science), and the beneficiaries of the convergence of AI and health.
Please check important disclosures at the end of this episode.
Time Stamps:
At the DNA level, how closely related are mushrooms and humans? [:48]Is there a way in which longevity and crypto/Web3 converge? [6:08]Why is Professor “Maddog” Hall relevant to the concept of DeSci? [12:50]What investment themes will emanate from the convergence of AI and health? [16:04]Who benefits from this convergence? [20:54]
Resources:
Sultan Meghji’s bioSultan’s SubstackHow are mushrooms more similar to humans than plants?Bio for Paul Stamets, mycologistOperation Choke PointA guide to DeSciProfessor Jon “Maddog” Hall
Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is no guarantee of future results. You should consult your own advisers regarding business, legal, tax, or other matters concerning investments. Any health-related information shared on the podcast is not intended as medical advice or for use in self-diagnosis or treatment. Please consult a qualified healthcare professional before acting upon any health-related information on the podcast. Weiss has no control over information at any external site hyperlinked in this Post. Weiss makes no representation concerning and is not responsible for the quality, content, nature, or reliability of any hyperlinked site and has included hyperlinks only as a convenience. The inclusion of any external hyperlink does not imply any endorsement, investigation, verification, or ongoing monitoring by Weiss of any information in any hyperlinked site. In no event shall Weiss be responsible for your use of a hyperlinked site. This is not intended to be an offer or solicitation of any security. Please visit www.gweiss.com to review related disclosures and learn more about Weiss.

Sultan Meghji and Jordi Visser discuss how artificial intelligence enhances our ability to roll back our biological clocks through health management protocols.
In this week’s Green Marbles, G3 and Jordi welcome their mutual friend, Sultan Meghji, back to the show.
Last October, Sultan appeared on the show to discuss China, financial innovation, and cybersecurity. This time, he was invited back to discuss health, longevity, and artificial intelligence. As an AI expert with decades of technology experience, Sultan brings a unique perspective to health topics.
Please note that this discussion is significantly longer than our usual show length. As such, we have broken up this discussion into two parts. We hope you enjoy Part 1 now. Please be on the lookout for Part 2, which will drop during the week of February 20th.
Time Stamps:
Why don’t more people tend to their health? [2:34]What health management protocols do Jordi and Sultan adhere to? [12:01]In what ways does the vagus nerve assist in managing overall health? [24:32]Is AI going to replace doctors or make doctors better? [32:04]Is there a practical example of how AI has already impacted lives? [45:58]Will AI become a bigger part of how we find disease? [48:07]What is the difference between chronological and biological age? [49:24]
Resources:
Sultan Meghji’s bioSultan’s SubstackSultan’s tweet about “Biological Debt”Website for Terry WahlsJosh Waitzkin on HRVWhat is the Vagus Nerve?Dr. Leah LagosLimitless with Chris HemsworthBreathe Flow appHouse, a TV show about a maverick doctorGalleri early cancer detection system
Disclosures: This podcast and associated content (collectively, the “Post”) are provided to you by Weiss Multi-Strategy Advisers LLC (“Weiss”). The views expressed in the Post are for informational purposes only and are subject to change without notice. Information in this Post has been developed internally and is based on market conditions as of the date of the recording from sources believed to be reliable. Nothing in this Post should be construed as investment, legal, tax, or other advice and should not be viewed as a recommendation to purchase or sell any security or adopt any investment strategy. Past performance is...