TIP205: Jesse Felder on Tariffs, Gold, the Dollar & more (Business Podcast)

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

Stig Brodersen

Education, Investing, Business

4.6 • 3.6K Ratings

🗓️ 26 August 2018

⏱️ 50 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On today’s show we bring back our good friend, Jesse Felder. Jesse is a former multi-billion dollar hedge fund manager out of Santa Monica California. Jesse is regularly featured on the Wall Street Journal, Barron’s, and many other national level business outlets. We start off the discussion talking about gold and what lies ahead. As the show progresses we talk about the tariffs and the impact on the US Dollar. We talk Fang, we talk Elon Musk, and much more. IN THIS EPISODE YOU’LL LEARN: Why the price of gold has dropped recently and why now might be the time to take a position. Why a long time horizon is not a guarantee for good results in the stock market. How macro is important but never should be the reason not to take a stock pick. How to find investing opportunities in owner-operated companies that are systematically ignored by the indexes. 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. Related Episode: Listen to Preston and Stig’s interview with Jesse Felder about the FANG stocks or watch the video here. Jesse Felder’s blog post about the Hindenburg Omen. 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.
0:03.0	On today's show, we bring back our good friend, Jesse Felder.
0:06.6	Jesse is a former multi-billion dollar hedge fund manager and is regularly featured on
0:11.5	the Wall Street Journal, Barons, and many other national level business outlets.
0:16.1	For anyone that has ever listened to our show in the past, they will quickly attest to
0:19.6	Jesse's incredible insights and depth of knowledge.
0:22.8	Anytime we can get access to him and have a chat with Jesse, Stig and I are always just
0:27.0	so excited.
0:28.4	So on today's show, we're going to start off the discussion talking about gold and what
0:32.2	might lie ahead.
0:33.8	As the show progresses, we talk a little bit more about the trade tariffs and what that
0:37.8	might mean for the dollar.
0:39.4	We talk fang, we talk Elon Musk.
0:41.7	There's a whole range of topics here, so just sit back, relax, and enjoy our latest discussion
0:46.8	with the brilliant Jesse Felder.
0:52.3	You are listening to the Investors Podcast.
0:55.2	So we study the financial markets and read the books that influence self-made billionaires
0:59.6	the most.
1:00.6	We keep you informed and prepared for the unexpected.
1:05.8	All right, so we are so excited to have our good friend, Jesse Felder, back on the show.
1:18.2	He runs a just incredible blog called the Felder Report.
1:22.6	Weve links to that in our show notes.
	...

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