meta_pixel
Tapesearch Logo
Log in
We Study Billionaires - The Investor’s Podcast Network

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

We Study Billionaires - The Investor’s Podcast Network

Stig Brodersen

Education, Investing, Business

4.63.6K Ratings

🗓️ 17 December 2017

⏱️ 67 minutes

🧾️ Download transcript

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?  

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Transcript

Click on a timestamp to play from that location

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.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Stig Brodersen, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Stig Brodersen and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2025.