Jesse Felder: We Are Approaching An Uncontrollable Debt Spiral?

WTFinance, Released on 10/4/23 (Recorded on 10/2/23)

On this episode of the WTFinance podcast I had the pleasure of speaking with Jesse Felder – Founder of Felder Investment Research and host of Superinvestors. During our conversation we spoke about what we are currently seeing in the bond markets, why this could be a wrecking ball, what would make the FED have to intervene and the potential for there being a debt death spiral. I hope you enjoy!

0:00 – Introduction
0:13 – What is Jesse watching in markets?
2:35 – Why is this time different in the US?
5:10 – Lots of factors coming into play?
7:52 – Disconnect between yields and interest rates?
9:30 – Could we see a dollar wrecking ball?
12:10 – Are we experiencing a secular shift?
16:40 – What would a debt death spiral look like?
18:17 – FED forced to intervene in the market?
19:31 – How will the secular shift change markets?
21:25 – The end of overperformance of growth stocks?
24:15 – Another down year for 60 – 40 portfolio
25:50 – Diversifying portfolio into real assets
26:55 – Which assets to perform during this period?
28:40 – 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. He’s the founder of Felder Investment Research, LLC, which publishes The Felder Report.

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Igby MacDavitt

Great discussion. Very enjoyable.