Wall St. For Main St., Released on 6/24/24 Jesse talks about Nvidia, Apple and the other few Mag 7 stocks making up most of the gains in the S&P 500 and how this $1 trillion of extra market cap was a gamma squeeze along with retail investor call option buying rather than on fundamentals. Jesse […]
The KE Report, Released on 5/15/24 Jesse Felder, Founder of The Felder Report joins us to discuss his bullish outlook for commodities. Copper, gold, silver and even natural gas are breaking out, some to all-time highs, others out of ranges. We ask Jesse what he is attributing these breakouts to and how sustainable they are. […]
The KE Report, Released on 4/24/24 Jesse Felder, Founder or The Felder Report joins us to explain why he thinks markets are in for a much larger correction and the economy is not as strong as the reports. Looking at some of the underlying data like high insider selling, weak breadth, inflation remaining high and […]
Adam Taggart | Thoughtful Money, Released on 4/9/24 Today’s guest expert is concerned that too many investors, giddy with the ferocious market gains since November, are increasingly willing to pay prices for assets that only make sense if the pace of gains continues into the far future. This is called “extrapolating the unsustainable” and is […]
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 […]
Wall St. For Main St., Released on 2/29/24 During this very in depth hour plus long interview Jesse compares his past experiences as a hedge fund manager during the 1999-2000 technology bubble back then to the one now with Nvidia, SMCI, ARM, AI stocks and Mag 7. Jesse talks about flight capital from China and […]
The KE Report, Released on 2/17/24 Jesse Felder, Founder of The Felder Report wraps up the show with a focus on the major gold mining stocks. Coined the BANG stocks (Barrick, Agnico, Newmont and Goldcorp) these major miners have continued to struggle on the share price front, while gold holds above $2,000 and earnings have […]
Real Vision, Released on 2/15/24 Jesse Fleder, founder of Felder Investment Research, joins Maggie Lake to discuss the recent market moves, the potential trouble facing commercial real estate, and why Nvidia’s earnings next week will have major impacts on the broader market. Jesse Felder began his professional career at Bear, Stearns & Co. and later […]