Interview recorded - 1st of April, 2024
On this episode of the WTFinance podcast I had the pleasure of welcoming back Jesse Felder. Jesse is the Founder of Felder Investment Research and host of Superinvestors.
During our conversation we spoke about Jesse's thoughts on the markets, why we will have a recession, society of speculators, the everything bubble, economic data to watch, how is Jesse positioned and the potential for a commodity supercycle. I hope you enjoy!
0:00 - Introduction
1:31 - Overview of economy and markets
3:41 - Why will we have a recession?
6:14 - Bullish sentiment
9:36 - Titanic signal?
10:41 - What would you compare current market to?
13:52 - What is driving market inflows?
15:30 - Society is becoming more speculative
20:03 - Pressure on Asset Managers
23:27 - Everything bubble?
28:59 - Economic data to watch?
31:38 - Nvidia the stock to watch?
33:27 - Semiconductor arms race
35:13 - How is Jesse looking to position?
38:36 - Recession impact commodities?
40:31 - Production glut in Natural Gas?
43:45 - One message to takeaway from our conversation?
Jesse began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Since founding Felder Investment Research, LLC, publisher of The Felder Report, his writing and research has been featured in major publications and websites like The Wall Street Journal, Barron's, Yahoo! Finance, Business Insider, Investing.com and more. Jesse also hosts and produces the Superinvestors and the Art of Worldly Wisdom podcast.
Jesse Felder -
Felder Report - https://thefelderreport.com/
Twitter - https://twitter.com/jessefelder
WTFinance -
Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Twitter - https://twitter.com/AnthonyFatseas