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, […]
Macro Voices, Released on 9/7/23 MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. They discuss the many reasons Jesse is questioning the soft landing narrative and expecting more turbulence for the stock market. Then Erik shares his exciting commodity trade idea before moving onto postgame with Patrick. Jesse Felder is a […]
Blockworks Macro, Released on 8/2/23 (Recorded on 7/31/23) On todays episode Jesse Felder Founder of Felder Investment Research joins the show for a discussion on where we are in the current macro cycle and whether the second half of 2023 will be as robust as the first half of the year. 00:00 Introduction 01:07 Where […]
The David Lin Report, Released on 5/24/23 Jesse Felder, Founder of Felder Investment Research, discusses the prospect of a widening deficit, which alongside the end of globalization, would spark a return to higher, persistent inflation. 0:00 – Intro 1:10 – Debt ceiling 2:57 – Deficit widening 11:20 – Inflation’s causes 14:40 – End of globalization […]
