Jesse Felder — Loosening Of Financial Conditions The Greatest In History

The KE Report, Released on 3/26/24

Jesse Felder, Founder and Editor of The Felder Report joins us to share a range of factors that have him concerned about the stability of the US markets. A lot of the focus is on the “historic loosening of financial conditions” in the US. We discuss how this loosening has factored into the massive market run alongside a wide range of sectors moving to all time highs. The key areas we focus on are the A.I. trade, gold and gold stocks, oil sector, Fed policy and US Dollar. We also look internationally at Japan, who just exited its negative interest rate policy, and if China will continue to struggle.

0:00 – Fed backing away from 2% inflation
2:32 – Monetary policy shift
5:13 – “Loosening of financial conditions” vs recession
7:48 – Real rates vs the Fed funds rate
10:36 – All time highs all over the place
12:41 – Gold equities, when will they catch a bid
16:25 – Anything the gold stocks can do to draw in more capital?
19:02 – Energy sector outlook
22:09 – US Dollar, should it be correcting
24:45 – Japan and China economic outlook
27:13 – What data, events or news matter later this year

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.

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