Capital Allocators – Inside the Institutional Investment Industry Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221)
Nov 8, 2021
Jordi Visser, President & CIO of Weiss Multi-Strategy Advisers, dives into a range of thought-provoking topics. He shares insights on the importance of Adaptability Quotient (AQ) in both life and investment strategies. Visser discusses the implications of the 'great resignation' in asset management and explores market dynamics like inflation, blockchain, and mental health. Additionally, he draws fascinating parallels between horseracing and money management, emphasizing risk-reward analysis. His reflections on personal resilience and effective communication offer valuable takeaways for professionals.
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Adapting to the Great Resignation
- Embrace a collaborative and flexible work environment to attract talent in the current job market.
- Recognize the cultural shift brought about by COVID and its impact on work preferences.
Inflationary Boom
- Visser predicts an "inflationary boom" driven by regulatory changes, demographics, and supply chain disruptions.
- He anticipates negative real yields due to high demand for bonds and a shortage of Sharpe ratios.
Decentralization and Blockchain's Potential
- Decentralization, driven by blockchain technology, will be a major theme, impacting emerging markets positively.
- Visser encourages exploring blockchain's potential beyond cryptocurrencies, emphasizing tokenization.
