TIP169: Jesse Felder - FANG Stocks, Crypto, Central Banks, Inflation (Investing Podcast)

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network

Stig Brodersen

Business, Education, Investing

4.6 • 3.6K Ratings

🗓️ 17 December 2017

⏱️ 67 minutes

🔗️ Recording | iTunes | RSS

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Summary

In today's episode we talk to former multi-billion dollar hedge fund manager, Jesse Felder. Jesse talks to us about his concern with FANG Stocks at the end of 2017. Additionally, Jesse talks to us about the potential change in central banking policy that might open the door for inflation to start taking hold in the economy. Finally, the discussion is concluded with Bitcoin and crypto currencies. IN THIS EPISODE, YOU’LL LEARN: The risks of investing in FANG stocks. If investors in Apple should be worried about the sale of iPhones. Why you should look at stocks compared to its history and not the market. Why undoing quantitative easing might be inflationary. Why you might want to diversify even if you’re holding cash. Ask the Investors: How do Bitcoin futures influence the price? BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members. Jesse Felder’s popular podcast, Superinvestors. Jesse Felder’s Blog, The Felder Report. NEW TO THE SHOW? Check out our We Study Billionaires Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. 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Transcript

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0:00.0	You're listening to TIP.
0:02.0	Hey, how's everyone doing out there?
0:04.4	Today we've got our good friend, Jesse Felder, on the show.
0:07.8	And Jesse comes with multiple decades of experience in the markets.
0:11.3	He's the former founder of a multi-billion dollar hedge fund.
0:14.8	And as you might expect, he always comes to the table with a tremendous amount of insights
0:19.1	and ideas.
0:20.4	Today we're talking about big tech companies and Stig, what were some of the other topics
0:25.6	that we covered on the show?
0:27.1	We transition into a macroeconomic discussion.
0:29.5	It seems like the central banks are currently looking to undo the quantitative easing and
0:34.7	it might lead to inflation.
0:37.0	Now this is a very interesting concept because if you feel that stocks and bonds are overvalued
0:41.6	and you're holding cash, if we do see inflation, does that mean that you also need to diversify
0:46.6	your cash?
0:47.8	Not holding US dollars, but also Euro and yen perhaps?
0:51.1	And what about this new currency Bitcoin that's all the rage right now?
0:54.9	Is that a good way of diversifying the cash position?
0:57.2	Jesse Felder doesn't think so.
1:00.0	You are listening to the Investors podcast.
1:05.8	Where we study the financial markets and read the books that influence self-made billionaires
1:10.2	the most.
	...

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