The KE Report, Released on 1/13/24

Jesse Felder, Editor of the Felder Report kicks off the show outlining his reasons that inflation will remain high, why markets have a major correction on the horizon and why gold and oil stocks will finally have their time to outperform.

0:30 – CPI recap
3:30 – Stagflation prediction for 2024
5:29 – Inflation outlook through 2024
7:36 – Jobs data outlook
10:29 – Market volatility over the past 3 years
12:55 – What sectors will outperform in 2024
15:52 – Gold and oil stocks, what will drive better valuations?
20:16 – What will drive generalists into resource stocks?

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.

  economy, gold, inflation, Jesse Felder, oil, stock market, stocks