E85 - Tech Is Trouncing Energy. A Look at Present and Past Trends.

On this episode of Green Marbles, recorded on Wednesday June 7th, G3 and Jordi Visser discuss the divergent performance between Energy and Tech stocks in 2023. Together, they explore the factors behind this trend and discuss whether or not this pattern will continue as we look towards the second half of the year.In this episode, as is done frequently, the firm’s morning meetings are referenced. These meetings, though, aren’t treated as closely guarded secrets, as they are at most other investment management firms. In fact, a summary of each discussion is provided in the Morning Seeds section of the Weiss website. Listeners can access this using the link provided below.Please check important disclosures at the end of the episode. Time Stamps:What factors contribute to the divergence in the performance of technology and energy stocks? [1:38]Will AI drive down the price of oil in the long-term? [11:47]Why is the relationship between Beta and profitability important for hedge funds? [15:17]How does Jordi think ‘old economists’ such as Warren Buffet will react to the current tech hype? [19:19] <br/>Resources:Morning Seeds Energy vs. Tech [VIDEO]Ask Jordi AnythingThe Great Horse Manure Crisis of 1894<br/>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.