Meet Jason Weisberg | Money Manager Podcaster & Macro-Economic Forecaster

Risk is a very fluid component of ones life. An individuals risk tolerance varies throughout life and and is in large part dictated by their upbringing and unique experiences they are exposed to along the way. I was fortunate to grow up with an entrepreneurial father who is a fiscal conservative and a liberal academic mother. Their levels of appetite for risk contributed a great deal to my current appetite for risk. I have had many successes as well as my share of failures both professionally and personally that have also contributed to my levels of risk tolerance. Obviously we all try to learn from our mistakes and failures but I feel my risk tolerance has evolved from most of my life experiences and has lead to my current mental state regarding risk. Clearly I assess risk versus reward but I also prefer a longer term view when it comes to my risk decisions in business and my personal life. I also try to factor in quality of life issues and the implications of decisions I make and the potential impact they will have on me and those connected to me. Earlier in my life most risk decisions were driven with no regard for those connections unless they benefitted me. Selfish yes, but with maturity, my personality and risk tolerance evolved thank goodness. I have had an amazing career so far over the long term with some hiccups along the way and my ability to continue to stomach risk and take a macro view of things all contribute to my continued success.

I am a money manager/advisor to to wealthy individuals and families who are underserved by the the larger sized management companies who provide similar services. In addition I am now part of the podcasting community with my podcast WEISSOLOGY. I guess what sets me apart is my ability to pick and choose my clients based on the quality of the relationships I have with them. The ability to take a long term view of markets and global economies provides me with clarity in my investment selection process which over time generally meshes with the clients goals. The style is not for everyone. As much as getting rich quick sounds great its not realistic or sustainable for true wealth growth. I am most proud of my long term performance as well as my process which has evolved over a 25plus year career on Wall St. and beyond. My evolution as an investor/manager has faced both adverse and rewarding circumstances which has resulted in my success in this business. I have gone through the tech bubble, 9/11 attacks, financial crisis of 07, Flash Crash, transformation of equity markets from open outcry to electronic to highlight a few. I spent the beginning of my career as an agent for institutions traditional and hedge funds simply following instructions to prop trading for a Nasdaq market maker facilitating both agency and prop trades. a 20 year career on the floor of the New York Stock Exchange. Being an on air financial consultant on all the major networks as well as major print outlets was really an affirmation that my opinions mattered and were equally valid. It’s impossible to manage your own money let alone others’ when you are on the agency side of the business. I got tired of watching and hearing from others of how great they were doing based on my suggestions, investment philosophies, and themes. I decided it was time for me to make money from my ideologies and share them with clients that bought into them for a nominal fee. I am aligned with all my clients in that we own the same positions yet unlike hedge funds I do not charge a percentage of the gains just a nominal annual management fee. I am a man who wears his emotions on his sleeve and I’m really passionate about investment themes as they tie into geopolitics. My dovetailing of the two disciplines provides me with an unmatched yet sometimes blunt opinion of things. It provides me a crystal clear vision which is great for business and investing, yet sometimes I rub people the wrong way on a personal level. It’s not personal but lacking filter allows you to cut through the static. It’s that static that separates the great performance from the lackluster. There are no shortcuts to understanding a developing a long term trend for investment success. That very success is what I am constantly working on for both me and my clients. “A rising tide will take all ships.”

Well I am currently living in Miami and have been living here full time for the last 6 years. I grew up visiting my grandparents here starting as an infant and I will say it is quite a different experience being a vacationer versus a full time resident. That said both both experiences have been great just different. As a qualified full timer now I have learned to appreciate the true local experience and culture which is so diverse and quite impressive. I would take them first and foremost to0 Little Havana. The cuban heritage is fascinating not to mention so impressive. I would eat at La Trova for a cuban themed meal with amazing drinks and live Cuban music, El Sanguich for an amazing Cuban sandwich. Azucar for amazing ice cream with recipes straight from Cuba. Ball and Chain for a post game night of dancing and drinking. I would spend much of my beach time in Surfside or Bal Harbor. Less touristy and quiet yet equally beautiful. Fishing and sailing in lower Biscayne bay. The keys are awesome but no need to go that far south if here for the weekend. A day trip to Crandon Park in Key Biscayne is always fun especially with a big group. If you want to get down and dirty but have lots of laughs, a trip to Flannigans is a must for all. Sushi Erika best sushi in Miami hands down. Not a Miami experience but a sushi experience. An outdoor concert ant the North Beach bandshell. Breakfast or lunch at Josh’s deli and an amazing steak at the Miami Palm. If daring or competent my favorite activity is kiteboarding. Miami in winter is ideal for learning and the experienced. Finally a stroll through Wynwood will give the Miami visitor a true sense of all Miami has to offer. A cultural melting pot with a heavy dose of Latin but representation of all. The street murals, food, and shops tie it all together.

So this is a such a great question but I’m afraid my answer is going to be corny and cliche. Without a doubt my father Ted Weisberg is the person I want to dedicate my shoutout too. Honestly there are many that deserve credit from friends, loved ones, family, and foes. Dad is the guy. My most cored principles, passions, successes and failures he has and continues to guide and advise me with. His impact on my life in its entirety, the good, the bad, and the ugly have made me who I am today. Don’t get me wrong I’m my own man but he has had the most influence which I will always be forever in his debt and grateful for that influence, motivation, support and most important criticism. I had a professor at the University of Colorado in the political science department who was uber conservative in a quite liberal setting that cemented my macro geopolitical views and in large part my life views. He redirected my life as a rudderless ship to a man of refocused principal. Professor Edward Rozek who has passed away but was a Polish national, POW in WWII who fought against his captors for his beloved Poland and democracy. My inner circle which is quite small and my kids deserve a shoutout. They are my motivation every day. They are what’s most important to me and my life. Like I said, everyone friend or foe have contributed to my life path which equates to my success and where I am in life.