E62 - Jordi’s 2023 Market Playbook

In Search of Green Marbles

Jordi reveals his playbook for 2023 and details how investors should be prepared to call an audible as unexpected events occur.

Welcome to a new episode of Green Marbles. In the first vintage of the new year, G3 (Sleep Score: 83) is delighted to have Jordi Visser (Sleep Score: 81) on the other side of the mic. Right now, 2023 predictions are fresh in everyone's minds and investors are hoping ‘23 won't be a repeat of ‘22. But no matter how the year unfolds, Jordi believes it is important to have a game plan that can guide one’s thinking.

Please check important disclosures at the end of the episode.

Time Stamps:

• What will signal the start of a recession in the US economy? [9:21]
• If recession signs emerge, how will it unfold and how should investors adjust? [11:33]
• What could happen to make Jordi revisit his views on the Fed? [14:44]
• What are the potential adjustments investors may need to make related to China? [20:30]
• What are the main systemic risks lurking on the horizon? [25:11]

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