Bonds Outperform Bonds in a Higher Inflation World

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Jordi Visser, president and chief investment officer at Weiss Multi-Strategy Advisers, joins the podcast to discuss his reasons for optimism during this trying time for global financial markets.

• The environment is constructive for risk assets (2:26);
• Focus has moved from inflation. Investors are too negative (3:50);
• The Fed is raising interest rates. Inflation is coming down -- a lot faster than people think (4:41);
• What sectors and why? (9:53);
• No, you don't need unemployment to increase for inflation to come down (13:22);
• The bullish case for biotech (15:12);
• The blockchain will have profound impact on labor markets (19:42);
• Background on the guest (25:13);
• Clean energy and how that fits in (29:14);
• Oil should move higher, but watch out for global trade (36:47);
• Web 3.0 and cryptocurrencies: here too there are reasons to be bullish (39:48);
• Beta has started to outperform profitability. A final reason to be optimistic (51:45).

• Website: GWeiss.com;
• Twitter: @JVisser_Weiss;
• Video on inflation after the CPI print;
• Weekly podcast: In Search of Green Marbles.