Volatility has become a hot button topic throughout the markets. Regardless if you’re invested in commodities like copper, iron, the supply chain, and even crypto, volatility looms overhead. In this bonus episode of The Yield, Peter Kerr, CFA, is joined by Jordi Visser, President and Chief Investment Officer, Weiss Multi-Strategy Advisers LLC for a conversation about modern day volatility.

Key Takeaways:

[3:55] 3 key drivers in the recent market downturn.

[6:54] Is the market set up for a 100-point hike over the next 12 months? Or is the market underselling potential Fed action?

[9:41] A comparison of forward looking inflation and overall inflation expectations.

[10:43] Jordi’s general views on crypto and its place in today’s volatile market.

[12:57] How is crypto permeating the market today and where are we headed next?

[16:15] Implications of innovation rotation on investing in financial markets.

[19:18] Consider Bitcoin as a player in a new casino- with $2 trillion in assets.

[21:49] When will Bitcoin start appearing on central bank balance sheets?

[25:16] In the blockchain world, there could be more winners and less losers all around.

[28:30] Where are we currently sitting in overall crypto adoption?

[32:27] How will market prices for crypto respond to increased adoption?

[34:49] The decoupling of tech and crypto.

[38:55] Who are the winners in technology investments?

[41:24] Jordi addresses the top concerns about investing in crypto.

Mentioned in This Episode:

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