Hello. It’s G3 and this is a sad moment for Green Marbles. After 124 episodes, we have determined that we should go on hiatus for the time being. None of us took this decision lightly, but unfortunately, due to circumstances, we think it’s best.

Please know that we are grateful to you for listening and supporting the podcast and for your feedback, which we always took to heart.

Jordi and I didn’t know how things would turn out when we embarked on this journey, but I think I can speak for everyone on the Weiss team when I say that this podcast became an important, integral part of how the firm communicated ideas to the greater investment community. Some of those ideas covered straight markets topics, while others were intended to educate and to inspire, like the episode you’re about to hear which explores the connection between AI and cooking. And as usual, Jordi offers up plenty of green marbles throughout the discussion.

So, on behalf of George Weiss, Jordi Visser, Mike Edwards, Lundy Wright, my producing partner Reem Abbassi, our Compliance Team Victoria Stearns & Catherine McCabe – who always reminded me to remind you to check important disclosures at the end of the episode – Jena Roche, Pierce Archer and Jeff Dillabough, we thank you for listening.

And on a final note, my actual name isn’t G3. It’s Gregg Schoenberg, and I thank you as well.

And with that, welcome and hope to meet you again.

Timestamps:

• Who is G3? [1:28]
• How does Jordi connect learning to cook with learning how to use AI? [3:33]
• How can people begin integrating ChatGPT into their daily tasks? [8:36]
• Why is visualization a key part of learning how to use AI? [13:41]
• What analogy does Jordi use to describe ‘prompt engineering’? [17:09]

Resources:

• The art of perfectly scrambled eggs
• John Starks dunks on Michael Jordan
• Josh Waitzkin, The Art of Learning, "Beginner's Mind"
• Jordi’s LinkedIn
• Jordi's email: jordi.visser30@gmail.com
• G3's LinkedIn

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...

Jordi and G3 are joined by special guest Robert Bogucki, a Portfolio Manager at Brevan Howard, where he leads liquid trading for BH Digital, the firm’s digital assets business.

Rob’s perch puts him right in the middle of the action when it comes to crypto flows, trends and narratives. He is also an old friend of Jordi’s who, as our listeners know, has a sharply defined vision for where crypto is heading.

With a little friendly provocation by G3, these two one-time derivatives traders had the green marbles flying in no time.

Please check important disclosures at the end of the episode

This podcast was recorded on February 27th.

Timestamps:

• How did Rob make the transition into crypto? [9:35]
• Who helped Rob overcome his initial skepticism on crypto? [14:49]
• How does Jordi view Bitcoin vs. other digital assets such as Ethereum and Solana? [27:54]
• What is the importance of the Bitcoin spot ETF to the macro landscape? [36:57]
• What is Rob’s perspective on crypto’s inherent volatility? [50:45]

Resources:

• Linkedin Biography for Robert Bogucki
• 9 Spot Bitcoin ETFs Break Volume Records
• Unraveling the Difference Between Bitcoin, Ethereum and Solana
• How Hedging Helps Bitcoin Miners

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.

As many of you know, there is no Fed meeting this month. As such, it would be reasonable to assume that we wouldn’t have Lundy Wright on the podcast because he’s the expert we turn to when it comes to analyzing the latest meeting.

However, as you may have noticed, a recent spat of economic numbers has put a real question mark over the prospect of rate cuts any time soon. If not flipped, the script has certainly been ruffled. So, we asked Lundy to come on and provide his latest views on where things stand and what factors he’s watching ahead of the March Fed meeting.

Please check important disclosures at the end of the episode.

This episode was recorded on Wednesday, February 21st after the market close.

Timestamps:

• Does Lundy think that seasonal factors have skewed January data, including Core CPI? [5:16]
• What is the r-star rate and why does Lundy refer to it as “mythical nonsense”? [8:55]
• Could the supply of Treasuries that will come to market counter economic stimulus? [17:39]
• What is Lundy anticipating ahead of the March Fed meeting? [23:48]
• What is Lundy’s “recipe” for creating trading paralysis in the bond market? [27:55]

Resources:

• Fact Sheet on seasonal adjustments in the CPI
• Gazing at r-star: Gauging U.S. monetary policy via the natural rate of interest
• An ugly 20-year bond auction

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.