E98 - Jordi on Market Rhythms and Springsteen's Beat

This week, G3 welcomes Jordi Visser on the podcast to get his latest thinking on recession hand-wringing that just won't go away, whether China can get out of its doldrums and the impact of healthcare on the U.S. economy. Last but not least, Jordi and G3 discuss Bruce Springsteen and the role his music has played for both of them.Please check important disclosures at the end of the podcast.Timestamps:Does Jordi’s latest webinar indicate he is getting more bullish? [4:40]What do the ISM trends indicate about the likelihood of a recession? [8:06]What indicators in the Chinese market should market participants be watching? [10:24]What are the impacts of AI, interest rates and bankruptcy on business formation? [12:40]What negative surprises does Jordi think could impact his no recession theory? [19:39]<br/>Resources:September Insights: Jordi’s Market Forecast [VIDEO]US healthcare’s role in the broader economy (McKinsey & Co.)“Thunder Road,” Live at the Hammersmith Odeon (1975)<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.