Commodity Culture, Released on 1/1/25

Jesse Felder thinks that investors haven’t come close to embracing gold and silver in the way they will once this current precious metals bull market nears its final act, and both technical and fundamental indicators are showing we still have a long ways to go. Jesse also discusses why he believes the oil and gas market is presenting a tremendous opportunity for contrarian investors, the bubble he sees set to burst in the broad market, the coming commodities supercycle he sees on the horizon, and much more.

00:00 Introduction
00:43 Myth of a Soft Landing
03:45 Embracing the Bubble
06:11 Who Believes the Fed?
10:39 Insider Selling
13:10 Outlook on Gold and Silver
16:28 Gold Versus Gold Miners
18:51 Opportunity in Oil & Gas
22:19 Trump and Drill Baby, Drill
26:38 Coming Commodities Bull Market
29:32 Are US Stocks Overbought?
31:34 Will Chinese Stocks Get Sanctioned?
33:02 Geopolitics and Investing

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, investing, Jesse Felder, precious metals, silver