TIP 110 : Jesse Felder and the Current Market Conditions

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 29 October 2016

⏱️ 73 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

IN THIS EPISODE, YOU’LL LEARN:

Why margin debt might be a good indicator for future stock returns.
Why cash and real assets like gold are the least risk right now.
How Preston’s junk bond position has performed.
Which monetary policy Janet Yellen should execute.
Why Minsky’s theory is important for volatility trading.
Ask the Investors: How do I value goodwill?

BOOKS AND RESOURCES

Jesse Felder’s Blog, The Felder Report.
Jesse Felder’s article about Junk Bonds: Junk Bonds Enter Bubble Territory.
Jesse Felder’s blog post on the Minsky Theory, The Stuff that Bubbles are Made Off.
Chris Habib’s Website.
Stig and Chris’ ETF course: How to Invest in ETFs.

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Transcript

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0:00.0	We study billionaires and this is episode 110 of the Investors Podcast.
0:04.8	Broadcasting from Bel Air, Maryland.
0:09.0	This is the Investors Podcast.
0:13.0	They'll take complex things and make them seem insanely simple.
0:18.0	They make your boring drive-to-work feel exhilarating.
0:21.0	They give you actionable investing strategies.
0:24.0	Your host, Preston Pish, and Stig Broderson.
0:30.0	Hey, how's everybody doing out there?
0:32.0	This is Preston Pish and I'm your host for the Investors Podcast.
0:35.0	It's usually one company by my co-host Stig Broderson out in Seoul, South Korea.
0:40.0	Today, we brought back one of our favorite guests and that is Jesse Felder.
0:45.0	If you didn't hear the first episode that we did with Jesse, it was probably what?
0:50.0	Stig.
0:51.0	Yes, that was Baguette Ibusone 90 and that was Jesse Felder's macro and mic reviews on the market.
0:57.0	We discussed back then.
0:59.0	Jesse comes with just a ridiculous amount of experience here.
1:03.0	He's been managing money for over 20 years.
1:05.0	He began his professional career back at Bear Stearns before they became a curse word
1:10.0	in the investing community.
1:12.0	Jesse smiling at me.
1:13.0	But he co-founded his own multi-billion dollar hedge fund firm out in Santa Monica, California.
1:19.0	Since 2005, he's been running the Felder Report and he's been writing for the Wall Street Journal,
	...

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