E93 - Market Update: Rolling Recessions and SHEconomies

On the pod this week, G3 is joined by Weiss’ Jordi Visser to get his latest thinking on the markets and the economy. They also talk about that big recession that hasn’t come and what Jordi is forecasting for the remainder of the year. As always, please check important disclosure at the episode.TimeStamps:How was July a ‘capitulation’ month? [2:10]What is the meaning of the term 'SHEconomy,' and why has it become a driver of growth? [6:48]Why does Jordi believe that a ‘synchronized’ recession will not occur and how is it different than a rolling recession? [11:02]Why does G3 want to organize a poker game with a market strategist who presented alongside Jordi? [15:18]Will China rebound with significant stimulus measures, or will they fall into a deflationary spiral? [19:27]<br/>Resources:Ask Jordi AnythingRiding the Highs: Understanding the SPX Surge, Inflation Decline, and Economic Stability [VIDEO]What recession? It's a summer of splurging, profits and girl powerFalling birth rates in China<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.