Competent Investor Podcast – Tom Bodrovics, Released on 6/30/26 (Recorded on 6/29/26)

00:00:00 – Introduction
00:00:46 – Iran War and Oil Markets
00:04:20 – Gold Leading Commodity Prices
00:05:50 – SPR Refilling and Demand
00:12:47 – OPEC Supply Dynamics
00:18:57 – Attractive E&P Companies
00:21:53 – Precious Metals and Gold Outlook
00:26:29 – Fed Policy and Inflation Risks
00:36:25 – MAG7 and AI Profitability
00:43:35 – Cost of Compute & Open Models
00:49:05 – AI Bubble Popping
00:52:20 – Semis & Korea Performance
00:53:30 – Safer Investing
00:56:40 – Concluding Thoughts

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.

  AI, gold, investing, Jesse Felder, precious metals, stocks