Jesse Felder has been managing money for over 20 years. He began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Today he works with a select group of clients at Felder & Company, LLC in Bend, Oregon and blogs at TheFelderReport.com.
In this episode, we go over all things Macro including: Outlook for US & Emerging Market Equities, The US Dollar, Inflation, Gold, Commodities - we cover a LOT and go into detail on the forces at work driving each of them. Jesse's blog and twitter are a treasure trove of great information on financial markets and you won't want to miss details on how he consumes information and the twitter accounts he loves. Enjoy this conversation with Jesse Felder.
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Show Notes
0:00:00 Welcome and context
0:01:42 Who is Jesse Felder?
0:04:48 What are your thoughts about the current US stock market?
0:12:35 What makes this stock market bubble different?
0:18:57 Reasons why Jesse is bearish on the US dollar market
0:24:31 What are your thoughts about the US dollar curve control?
0:29:34 How should an investor think through bear markets?
0:35:46 Can we have another extreme inflation case like in Venezuela?
0:37:53 How to get exposure to commodities?
0:42:01 Renewable energy as a risk factor for oil price
0:44:59 What are your views on crypto and other alternative asset classes?
0:51:11 What are the investment alternatives for people that are about to retire?
0:55:36 Do you think that anyone can build a diverse global portfolio?
0:58:05 What tools do you use to stay on top of the financial markets?
1:03:37 If you could follow only 3 people on twitter, who those would be?
1:06:19 Where can people find out more about you?
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