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 […]
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 […]
Adam Taggart | Thoughtful Money, Released on 11/23/23 When the game changes, the old rules don’t apply and to succeed, you need to adopt a new playbook. Well, there’s a good argument to be made that the investing gameboard has materially changed in the post-COVID era. But so far, both Wall Street and regular investors […]
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, […]
