Here Be Animal Spirits

The Perch Pod with Jacob Shapiro

Perch Perspectives LLC द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Perch Perspectives LLC या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

2y ago 1:10:21

MP3•एपिसोड होम

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How do inflationary cycles work? Are we in a tech innovation environment or are we just iterating on the same old concepts? Also, what constitutes "old"? Jordi Visser joins us this week to discuss these questions and much, much more (yes, we mean China).

Jordi Visser is the President and Chief Investment Officer of Weiss Multi-Strategy Advisers LLC, a market neutral pioneer of the asset management industry. At Weiss, Jordi oversees the portfolio managers and is responsible for the overall risk aggregation. Additionally, he is the architect and a portfolio manager for the Weiss Alternative Multi-Strategy Fund (Ticker: WEISX).

Weiss Morning Seeds: https://hubs.la/Q01jhfjY0

Weiss Insights: https://hubs.la/Q01jhftd0

Weiss Podcast Page: https://hubs.la/Q01jhgds0

Timestamps:

2:20-14:42 – Inflation/Deflation

14:42-35:50 – Tech/longevity

35:50-45:38 – mRNA

45:38-1:03:30 – Energy

1:03:00 – end – China

72 एपिसोडस

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