Jesse Felder: Investors Shifting To Hard Assets Over Financial Assets

The KE Report, Released on 4/24/24

Jesse Felder, Founder or The Felder Report joins us to explain why he thinks markets are in for a much larger correction and the economy is not as strong as the reports. Looking at some of the underlying data like high insider selling, weak breadth, inflation remaining high and a number of other factors that are telling him markets could be weak for quite a while. The overall theme Jesse is looking for in the market is the continued shift toward hard assets and away from financial assets.

0:00 – Market weakness, more than just rates staying higher for longer
3:14 – “3 50s”, 3 different economic indicators to watch
7:10 – Levels to watch in the S&P
9:37 – Q1 earnings season outlook
11:48 – Commodities moves vs economic weakness
15:18 – Rotation out of paper assets into hard assets
19:19 – Commodities equities outlook

Jesse Felder began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. He’s the founder of Felder Investment Research, LLC, which publishes The Felder Report.

Notify of

Inline Feedbacks
View all comments