4.6 • 3.6K Ratings
🗓️ 17 December 2017
⏱️ 67 minutes
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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:
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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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