Podcast appearances and mentions of jesse felder

Wall Street is hoping that, once the current uncertainty and unpredictability of the Trump tariffs start dissipating as new trade deals get struck, things will get back to "normal"Today's guest thinks yesterday's "normal" may now be an artifact of history.And that, like it or not, we've experienced "‘A Geopolitical And Economic Paradigm Shift'"That means the future of investing may look quite different from the past.To discuss, we welcome back to the program macro analyst Jesse Felder, founder & Editor of the respected market research firm: The Felder Report.WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com

Are we heading into a full-blown reset across financial markets? In this explosive interview, Jesse Felder, founder of The Felder Report, joins James Connor to issue a dire warning: stocks, bonds, and the U.S. dollar are all dangerously mispriced, and a major repricing event may be just around the corner. Felder explains why: The S&P 500 remains dangerously overvalued, despite recession signals Retail traders are driving a leverage-fueled bubble, while insiders are cashing out Tech optimism is fading as AI giants freeze CapEx spending Bonds face a historic risk: a “vigilante revolt” amid surging deficits and inflation The Fed may soon face a policy trap, under political pressure to monetize debt The U.S. dollar may have entered a long-term bear market, shifting the global macro landscape Later in the interview, Rocklinc's CEO, Jonathan Wellum, shares his reaction to Jesse's conversation, discusses his firm's 28% cash position, and outlines where he's still finding value in today's volatile markets. Chapters: 0:26 – Buy the Dip or Bail Out? Jesse Felder on the S&P's Fate 3:56 – Why Stocks Are Still Dangerously Overvalued 8:42 – The AI Bubble? Felder Warns It's Just Like 2000 12:59 – Will the S&P Shatter 4,800—or Plunge to 3,000? 14:32 – The Most Important Chart in the World: Bond Yields 18:04 – Why U.S. Debt Is a Ticking Time Bomb 20:23 – Bond Market Revolt: What It Looks Like & Why It Matters 22:01 – 5.5% Yields? The Fed's Nightmare Scenario 22:43 – The Dollar Is Dying—Here's What to Own Instead 25:28 – Why Oil Could Soar While Everything Else Tanks 27:43 – Recession Already Here? Felder Thinks So 29:16 – The Fed's Impossible Dilemma: Inflation vs. Recession 32:43 – Is Inflation Really Dead? Don't Bet on It 33:13 – Will Jay Powell Be Fired? Inside the Fed Shake-Up 35:27 – The Coming Crash: S&P 4000—and Then Some? 37:01 – Where the Smart Money's Hiding Now 42:04 – Gold at $10,000? Long-Term Bull Case Revealed 44:30 – Jonathan Wellum Reacts: S&P Could Still Drop Hard 48:12 – Why Bonds Still Aren't Safe—Even at 5% Yields 48:29 – Too Late to Buy Gold? Not Quite… 50:22 – Holding 28% Cash: RockLinc's Contrarian Strategy 51:13 – How RockLinc Invests Idle Cash Smarter 51:59 – Final Takeaways from Felder's Market Forecast Volatility got you concerned? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/3Rw3WsE Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this interview, Jesse Felder, publisher of The Felder Report, dives into why Nvidia CEO Jensen Huang and Jeff Bezos are selling stock, signaling potential risks for the market. With Nvidia's recent tech announcements driving investor interest, we examine whether this surge is sustainable amidst a looming double bubble warning and extreme market valuations. Jesse also explores insider buying and selling trends, the outlook for gold and commodities, and the broader implications of inflation, fiscal policies, and the U.S. dollar. Discover key insights into navigating today's volatile markets and protecting your wealth in 2025. #gold #nvidia #buffett ----------- Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver ------------

Jesse Felder thinks that investors haven't come close to embracing gold and silver in the way they will once this current precious metals bull market nears its final act, and both technical and fundamental indicators are showing we still have a long ways to go. Jesse also discusses why he believes the oil and gas market is presenting a tremendous opportunity for contrarian investors, the bubble he sees set to burst in the broad market, the coming commodities supercycle he sees on the horizon, and much more.The Felder Report: https://thefelderreport.comFollow Jesse Felder on X: https://x.com/jessefelderFollow Jesse Felder on BlueSky: https://bsky.app/profile/jessefelder.bsky.socialFollow Jesse Day on X: https://x.com/jessebdayCommodity Culture on Youtube: https://youtube.com/c/CommodityCulture

As we wrap up the year and celebrate the festive season, we wanted to share some of our favorite moments from one of your favorite Wealthion interviews from 2024: Jesse Felder with Andrew Brill. Enjoy! All the best for a happy, healthy, and prosperous New Year! Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/49WQkik Original interview, aired Dec 12, 2024: https://youtu.be/9WvDrWrOB_I Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #StockMarket #WarrenBuffett #EconomicOutlook #Markets #PassiveInvesting #FinancialPlanning #Bearish #MarketTrends #InsiderTrading #Gold #Dollar #EnergyStocks #AI #commodities ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Today's guest expert is the second this week to warn that US financial asset prices appear to be in bubble territory. Is that truly the case? And if so, will the bubble burst in 2025? Or inflate further? Investors have much riding on the answer. To discuss, we welcome back to the program macro analyst Jesse Felder, founder & Editor of the respected market research firm: The Felder Report. Jesse has a number of charts of leading indicators that he walks us through that strong suggest stock prices will head lower - perhaps a lot lower - in 2025. Follow Jesse at his website at https://thefelderreport.com/ Or on X at @jessefelder WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

In this week's edition of Wealthion's Weekly Market Recap, Andrew Brill highlights key insights from our expert guests: - Jack Mallers explains why Bitcoin is the hardest asset to hold, its role as a superior store of value, and how his platform Strike empowers users to maximize Bitcoin's potential. - Henrik Zeberg discusses the current deflationary environment, the risk of stagflation, and the “everything bubble” impacting markets. - Jesse Felder explores the relationship between a strong dollar and US stock performance, passive investing dynamics, and the risks of market fragility. - Jared Dillian weighs in on the future of commodities, the potential devaluation of the dollar under the new administration, and the importance of rebuilding global economies. Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4fyjmWZ Hard Assets Alliance - The Best Way to Invest in Gold and Silver: https://www.hardassetsalliance.com/?aff=WTH Chapters: 00:00 - Introduction by Andrew Brill 00:25 - Jack Mallers Interview Highlights | Full Interview: https://youtu.be/7POkQI-JLb0 11:17 - Henrik Zeberg Interview Highlights | Full Interview: https://youtu.be/BIjBBomENxQ 25:07 - Jesse Felder Interview Highlights | Full Interview: https://youtu.be/9WvDrWrOB_I 34:27 - Jared Dillian Interview Highlights | Full Interview: https://youtu.be/aZjLjBN07b8 Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Bitcoin #Crypto #Deflation #Stagflation #Investing #MarketTrends #Commodities #Economy #FinancialPlanning #StockMarket #PassiveInvesting #Economy #DollarStrength #Inflation #GlobalEconomy #FinancialAdvice ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Are today's markets on a fragile foundation? Jesse Felder thinks so. He sits down with Wealthion's Andrew Brill to uncover why insider selling is off the charts, Warren Buffett is more cautious than ever, and top CEOs are cashing out of their stock holdings. Jesse dives into alarming recession signals, the hype surrounding AI, the risks of passive investing, and the dollar's overvaluation. Plus, learn why commodities could dominate in the years ahead and what the Federal Reserve's policies mean for your portfolio. Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/3OPd223 Chapters: 1:07 - Is the Economy Heading for a Recession? 2:38 - Mixed Signals: The Soft Landing Myth 3:57 - Is the Fed Making Another Big Mistake? 6:05 - The Dollar's Future: Overvalued and Vulnerable 9:18 - Why the Strong Dollar Drives Stock Market Momentum 13:45 - Passive Investing: The Hidden Risks of Market Fragility 16:03 - Is the AI Boom Overhyped? 18:42 - Will Artificial Intelligence Deliver on Its Promises? 22:07 - Insider Selling if Off The Charts 26:24 - Signs of a Market Crash? 28:31 - Dollar Weakness: A Bull Case for Commodities 32:11 - Why Warren Buffett & Other Billionaire Investors Are Betting Big on Energy 35:53 - The Energy Sector's Bright Future in a Changing World 38:23 - Jesse Felder's Best Investment Advice for 2024 Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #StockMarket #WarrenBuffett #EconomicOutlook #Markets #PassiveInvesting #FinancialPlanning #Bearish #MarketTrends #InsiderTrading #Gold #Dollar #EnergyStocks #AI #Commodities ____________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Show Notes:Blog Post from Ryan Detrick on 11.25.24 titled “What Happens After Back To Back 20% gains?” - https://www.carsongroup.com/insights/blog/what-happens-after-back-to-back-20-gains/?Mark Item #3 – Post on X from Jesse Felder on 11.19.24 - https://x.com/jessefelder/status/1858922638942630161?Financial Planning Topic of the week – Scared To Spend? (You're Not Alone) By Fritz Gilbert 11/21/2024 -https://www.theretirementmanifesto.com/scared-to-spend-youre-not-alone/

Show Notes:Blog Post from Ryan Detrick on 11.25.24 titled “What Happens After Back To Back 20% gains?” - https://www.carsongroup.com/insights/blog/what-happens-after-back-to-back-20-gains/?Mark Item #3 – Post on X from Jesse Felder on 11.19.24 - https://x.com/jessefelder/status/1858922638942630161?Financial Planning Topic of the week – Scared To Spend? (You're Not Alone) By Fritz Gilbert 11/21/2024 -https://www.theretirementmanifesto.com/scared-to-spend-youre-not-alone/

Jesse Felder, Editor of The Felder Report joins us to discuss the recent action in the US dollar, commodities, and equity markets.    We explore the reasons behind the recent strength in the US dollar, the impact of interest rates, and the comparative health of the US economy. We look at historical market trends tied to dollar cycles.    Jesse also outlines why he thinks markets are drastically overvalued and potential signals indicating an approaching market top. The conversation also delves into investor behavior, the explosive growth in crypto markets, and speculative dynamics, drawing parallels with historical market bubbles. Furthermore, Jesse shares his bullish outlook on the energy sector and his analysis on the gold and oil markets.   Click here to learn more about The Felder Report.

Tom welcomes back, Jesse Felder, founder, editor, and publisher of The Felder Report, to discuss inflation and its impact on investments. Felder argues that American citizens consider inflation a major issue, despite the Federal Reserve's efforts to contain it. He suggested the Fed might accept higher-than-targeted inflation levels in the future. Felder touches upon bond markets as indicators of potential inflation trends and the possibility of another "lost decade" for stock and bond portfolios due to current valuations. Felder criticizes passive investing, citing negative annual returns over a 10-year period, and emphasizes individual investors' attention to Warren Buffett's investment philosophy, focusing on valuation sensitivity. Buffett's massive cash position in Berkshire Hathaway was discussed, with reasons for his disinterest in gold and cautious approach due to concerns over the fiscal situation. Jesse suggests individual investors pay heed to Buffett's underlying investment strategy while acknowledging opportunities unavailable to Berkshire Hathaway. Felder also highlights the potential for a steep market reversal following the stock market's overexuberance post-Trump's election and emphasized insider activity and buy-sell ratios as indicators of earnings and economic disappointments in the equity market. He encourages investors to be cautious given current extreme valuations. Felder expresses his interest on oil and gas stocks due to the changing inflation environment and the new floor at $70 for oil prices. He believes that energy producers would benefit from a more stable foundation for their commodity, despite concerns about the Strategic Petroleum Reserve's size and potential implications of inflation and peak oil production. Time Stamp References:0:00 - Introduction0:37 - Inflation Been Fixed?3:45 - Fed & Inflation Targets8:16 - Bonds & Reality11:38 - Tariffs & Tax Cuts14:10 - A Lost Decade?18:05 - Warren Buffet Position28:14 - Risk Exposure & Gold32:08 - Market Exuberance36:50 - Avoiding Loss38:30 - Valuing Sectors40:00 - Energy & Tech43:44 - SPR & U.S. Production46:38 - Peak Energy & Inflation49:00 - Equity Mkt. Concerns50:12 - Wrap Up Talking Points From This Episode American citizens perceive inflation as a significant problem, despite Federal Reserve's attempts to control it. The Fed might accept higher-than-targeted inflation levels in the future. Buffett's cash position and disinterest in gold, potential market reversal, and focus on oil and gas stocks are notable. Guest Links:Twitter: https://twitter.com/jessefelderWebsite: https://thefelderreport.com/Articles: https://thefelderreport.com/blog/ Jesse Felder is the Founder, Editor, and Publisher of The Felder Report. He began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Since moving to Bend, Oregon in 2000 and founding The Felder Report shortly thereafter his writing and research have been featured in major publications and websites like The Wall Street Journal, Barron's, Yahoo!Finance, Business Insider, RealVision, Investing.com, and more. Jesse also hosts and produces the Superinvestors and the Art of Worldly Wisdom podcast.

    Welcome to another KE Report Weekend Show! On the show this week we are taking a step back from the day to day...

Welcome to another KE Report Weekend Show! On the show this week we are taking a step back from the day to day and weekly movements in markets to get two somewhat differing opinions on the overall health of the US markets and US economy.   We hope you all enjoy this weekend's show! Please be sure to subscribe to the podcast in your podcast player by searching The KE Report. If you listen on Spotify click this link: https://rebrand.ly/Spotify_subscribe   Segment 1 & 2 - Jesse Felder, Editor of The Felder Report - Key topics include central bank policies, inflation, interest rates, and potential stagflation. Click here to learn more about The Felder Report. Segment 1 and 2 - Peter Boockvar, Chief Investment Officer Bleakley Financial Group and Editor of The Boock Report on Substack: sector health in the U.S. economy, inflation outlook, shifting focus from major tech stocks to value sectors such as healthcare, REITs, and precious metals.  Peter provides a bullish outlook on the energy sector, especially oil, natural gas, and uranium, and shares his views on cryptocurrency markets. Click here to follow Peter at The Boock Report.   

There's a lot of change in the air right now: in the economy, the markets, and of course with the fast-approaching US election. There's so much change currently underway that today's guest titled his latest report: The Macro Winds Are Shifting. How exactly? What will the likely repercussions be? And how should investors consider positioning intelligently today for where the puck is headed? For guidance, we're fortunate to speak today with Jesse Felder, founder & Editor of the respected market research firm: The Felder Report. Follow Jesse at https://thefelderreport.com/ or on X/Twitter at @JesseFelder WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #recession #earnings #marketcorrection --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

Trevor and Jesse Felder of The Felder Report discuss various topics including the market reaction to Nvidia earnings, the volatility in the VIX, the potential impact of rate cuts, the state of the economy, the upcoming US election, and the opportunities in commodities. They highlight the disconnect between the stock market and the underlying economy, the fragility of the market structure, and the importance of paying attention to insider activity. They also discuss the potential for a soft landing in the economy, the risks of a rate cutting cycle, and the bullish case for commodities, particularly energy and precious metals. This episode of Mining Stock Daily is brought to you by...  Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport. Grid power and the Union Pacific Rail line situated at the base of the Cactus Project main road. With permitted water access, a streamlined permitting framework and infrastructure already in place, ASCU's Cactus Mine Project is a lower risk copper development project in the infrastructure-rich heartland of Arizona.For more information, please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.arizonasonoran.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠fireweedmetals.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource. Learn more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

On this weeks Huddle +, Patrick welcomes, the author of The Felder Report, Jesse Felder. They discuss the recent market trends, the commodity secto, the AI bubble and what comes next… Check out ‘The Felder Report': https://thefelderreport.com/ Follow Jesse on X: https://www.x.com/JesseFelder *Got questions for Kevin and Patrick? Submit your questions to: nostupidquestions@markethuddle.com Visit our merch store!!! https://www.themarkethuddlemerch.com/ To receive our emails with the charts and links each week, please register at: https://markethuddle.com/

What if insider trading activity could reveal hidden market trends? Join us as we sit down with Jesse Felder, the brilliant mind behind The Felder Report, to uncover his remarkable transition from Bear Stearns to co-founding a hedge fund and pioneering financial blogging. Jesse shares his invaluable expertise in market analysis, emphasizing the underappreciated significance of insider trading and comparing today's market dynamics with the dot-com bubble era. He also addresses the ever-evolving challenges of creating engaging content in a landscape dominated by passive investing and algorithmic trading.Next, we dive into the economic implications of insider activity with Professor Najat Sehun from the University of Michigan Business School. Leveraging her groundbreaking data, we discuss historically low net insider buying, signaling a bearish outlook from insiders. We explore sector-specific trends, the potential impact of election uncertainties, and unique insider buying activities in the small-cap space. Notably, we highlight turnaround situations like Beyond Inc., where executives like Marcus Limonis play a pivotal role in influencing these purchases.Lastly, we tackle pressing issues like the potential misalignment between the forward PE ratio of the S&P 500 and current economic data, supported by indicators such as the Bloomberg Economic Surprise Index. We delve into macro indicators like the dollar, interest rates, and oil prices, and their effects on earnings projections. Our conversation underscores the importance of market breadth, with key signals like the Hindenburg Omen and Titanic Syndrome forewarning potential downturns. Emphasizing a conservative investment approach, we suggest diversification into energy, materials, real estate, and commodities. Wrap up the episode with heartfelt thanks to our live audience and a reminder to stay connected for future insights.The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions. Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

Jesse Felder, Founder of The Felder Report joins us to discuss his bullish outlook for commodities. Copper, gold, silver and even natural gas are breaking out, some to all-time highs, others out of ranges.   We ask Jesse what he is attributing these breakouts to and how sustainable they are. We also discuss the investment opportunities he sees in commodities equities, in energy, copper and gold.   To wrap up we ask about the breakout in markets as well. On this front Jesse is leaning much more bearishly.   Click here to visit the Felder Report website.

Jesse Felder, Founder or The Felder Report joins us to explain why he thinks markets are in for a much larger correction and the economy is not as strong as the reports. Looking at some of the underlying data like high insider selling, weak breadth, inflation remaining high and a number of other factors that are telling him markets could be weak for quite a while.   The overall theme Jesse is looking for in the market is the continued shift toward hard assets and away from financial assets.   Click here to visit The Felder Report website to follow along with his economic and market commentary.

Interview recorded - 1st of April, 2024On this episode of the WTFinance podcast I had the pleasure of welcoming back Jesse Felder. Jesse is the Founder of Felder Investment Research and host of Superinvestors. During our conversation we spoke about Jesse's thoughts on the markets, why we will have a recession, society of speculators, the everything bubble, economic data to watch, how is Jesse positioned and the potential for a commodity supercycle. I hope you enjoy!0:00 - Introduction1:31 - Overview of economy and markets3:41 - Why will we have a recession?6:14 - Bullish sentiment9:36 - Titanic signal?10:41 - What would you compare current market to?13:52 - What is driving market inflows?15:30 - Society is becoming more speculative20:03 - Pressure on Asset Managers23:27 - Everything bubble?28:59 - Economic data to watch?31:38 - Nvidia the stock to watch?33:27 - Semiconductor arms race35:13 - How is Jesse looking to position?38:36 - Recession impact commodities?40:31 - Production glut in Natural Gas?43:45 - One message to takeaway from our conversation?Jesse began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Since founding Felder Investment Research, LLC, publisher of The Felder Report, his writing and research has been featured in major publications and websites like The Wall Street Journal, Barron's, Yahoo! Finance, Business Insider, Investing.com and more. Jesse also hosts and produces the Superinvestors and the Art of Worldly Wisdom podcast.Jesse Felder - Felder Report - https://thefelderreport.com/Twitter - https://twitter.com/jessefelderWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Today's guest expert is concerned that too many investors, giddy with the ferocious market gains since November, are increasingly willing to pay prices for assets that only make sense if the pace of gains continues into the far future. This is called "extrapolating the unsustainable" and is a hallmark of late stage price melt-ups. Historically, this behavior has not ended well for those engaging in it. Will it prove different this time? To find out, as well as hear his outlook for markets, we're fortunate to speak today with Jesse Felder, founder & Editor of the respected market research firm: The Felder Report. Jesse warns that while the market is currently priced for a Goldilocks Econonmy, stagflation is much more likely. Follow Jesse at https://thefelderreport.com/ WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #stagflation #recession #marketcorrection

Jesse Felder, Founder and Editor of The Felder Report joins us to share a range of factors that have him concerned about the stability of the US markets. A lot of the focus is on the "historic loosening of financial conditions" in the US. We discuss how this loosening has factored into the massive market run alongside a wide range of sectors moving to all time highs.   The key areas we focus on are the A.I. trade, gold and gold stocks, oil sector, Fed policy and US Dollar. We also look internationally at Japan, who just exited its negative interest rate policy, and if China will continue to struggle.   Click here to learn more about The Felder Report.

    Welcome to The KE Report Weekend Show! This Weekend’s Show is focused on resource sectors, one in a bull market and the others...

    Welcome to The KE Report Weekend Show! This Weekend's Show is focused on resource sectors, one in a bull market and the others looking for catalysts. Uranium is in the bull market, silver is trading in a range while nickel and gold miners continue to slide lower.   Segment 1 and 2 - Extended Segment - Rick Rule, Founder of Rule Investment Media joins us to discuss why he thinks silver and nickel are in for a major run higher in price. On the uranium front we ask his thoughts on the sustainability of the explosion of price and how he views the uranium stocks. Rick has a couple conference upcoming that we discussed. Here are the details on each. Prospect Generators Bootcamp (Virtual), Saturday, April 20th, 8am-4pm PST - Click here to sign up. Rule Symposium on Natural Resource Investing (In-person & Livestreamed), July 7-11, Boca Raton, Florida - Click here to sign up.   Segment 3 and 4 - Jesse Felder, Founder of The Felder Report wraps up the show with a focus on the major gold mining stock. Coined the BANG stocks (Barrick, Agnico, Newmont and Goldcorp) these major miners have continued to struggle on the share price front, while gold holds above $2,000 and earnings have been strong. This ties into Jesse's breakdown of the 3 most hated assets; gold miners, oil producers and Chinese equities. Click here to visit The Felder Report website.  

In our first segment of this week's long-form episode, we welcome back Jesse Felder of The Felder Report. We try to make sense of these moves in the major US markets as the S&P pushes towards that alluvial $5000 mark. But is it a strong enough move based on only a few equities? The economy continues to show more slowing, with auto loan and credit card delinquencies on the rise and, of course, corporate real estate show more volatility. We then turn to JT Clark, CEO of Veracio, a wholly owned subsidiary of Boart Longyear. Clarke is leading Veracio to employ AI-driven drilling technology, state-of-the-art scanning and cutting-edge digital sensing technologies within a single integrated platform to extract in-depth, accurate orebody knowledge, foster real-time, informed decision-making, unparalleled efficiency and profitability in the mineral industry. We'd like to thank our sponsors: Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona, a tier 1 location. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport via highway i-10, and with grid power and the Union Pacific Rail line situated at the base of the Cactus Project main road. With permitted water access, a streamlined permitting framework and infrastructure already in place, ASCU's Cactus Mine Project is a lower risk copper development project in the infrastructure-rich heartland of Arizona.For more information, please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.arizonasonoran.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠fireweedmetals.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Vizsla Silver is focused on becoming one of the world's largest single-asset silver producers through the exploration and development of the 100% owned Panuco-Copala silver-gold district in Sinaloa, Mexico. The company consolidated this historic district in 2019 and has now completed over 325,000 meters of drilling. The company has the world's largest, undeveloped high-grade silver resource, which will grow with a resource update in early 2024. Learn more at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://vizslasilvercorp.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Victoria Gold operates the Eagle Gold Mine within the Dublin Gulch Property. Eagle is the largest gold mine in Yukon's long history of gold production. In addition to the long-life Eagle Gold Mine, the Dublin Gulch property has upsized exploration potential including priority targets Raven and Lynx among others. Follow all the gold production and exploration news at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠vgcx.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Tom welcomes back, Jesse Felder, founder, editor, and publisher of The Felder Report. Jesse discusses various economic issues such as Federal Reserve decisions, inflation trends, and the changing dynamics of the commodities market. Felder insists that the optimism that inflation will return to a manageable 2% may be misplaced, as per substantial evidence pointing to an underlying, stronger inflation trend. Commodity markets feature prominently, with Felder noting a bullish trend spurred by a decade-long capital-starved situation. He identifies this lack of investment as a considerable constraint on supply, potentially leading to a price surge. Despite optimism regarding the Federal Reserve's potential for a soft landing, Felder acknowledges persistence of economic troubles, citing unprecedented tightening, record credit card delinquencies, and struggling corporate earnings. He argues that whether inflation remains high or a recession occurs, outcomes will likely be disappointing. He expresses concern over a rapidly swelling deficit and potential inadequate demand during a recession, necessitating Federal Reserve intervention, a situation he dubs a 'nightmare scenario'. The discussion also involves a reflection on monetary policy following the 2008 financial crisis. Jesse highlights a trend involving aging baby boomers remaining in the workforce longer and low-cost labor in China. This era of 0% interest rates and inexpensive financing necessitates a rethink of monetary cycles, including realizing that the neutral Fed rate could rise. The conversation points to the effect of relocating manufacturing to the U.S. and potential resulting inflation, issues on globalization, and focus shifts on defense and energy expenditures. As part of the focus on the green revolution, Felder identifies emerging economies as key drivers of oil and gas demand. Efforts to limit fossil fuel use and promote clean energy will lead to increased demand for commodities such as steel and copper. The shift to electric vehicles is mentioned, as well as the lack of charging infrastructure. On the topic of precious metals, Felder expresses a bullish stance on gold and silver. He views the possible termination of the Federal Reserve's interest rate hikes as a positive indication for gold. However, he warns of the potential impact of continuous quantitative tightening on the money markets, although he predicts eventual benefits for precious metals. Felder alerts to a prevalent recency bias in the market, speculating possible stagflation that could spike demand for precious metals. He suggests investors diversify across multiple areas, including physical gold and Sprott funds. Time Stamp References:0:00 - Introduction0:37 - Sticky Inflation & Wages3:16 - Fed Inflation Targets5:42 - Other Inflation Metrics7:30 - Commodity Demand & Oil11:35 - Soft Landing Chances?14:54 - Treasuries & Recession?21:36 - Rate Cuts & Expectations24:00 - Recency Bias & Low Rates29:10 - Manufacturing Lag-Time33:52 - Conflicts & Disruptions37:07 - Commodity Demand Drivers40:07 - Electrical Infrastructure43:33 - Precious Metals Thoughts47:17 - Sentiment & C.B. Faith50:10 - Fear Factors & Gold52:06 - Sprott ETFs & Miners55:16 - Wrap Up Talking Points From This Episode Jesse Felder warns of stronger underlying inflation trends, challenging optimism about a return to a manageable 2% inflation rate. Despite economic troubles and unprecedented tightening, shift towards stagflation could result in increased demand for precious metals like gold and silver. Felder identifies emerging economies as drivers for oil and gas, arguing that clean energy efforts could surge demand for commodities. Guest Links:Twitter: https://twitter.com/jessefelderWebsite: https://thefelderreport.com/Articles: https://thefelderreport.com/blog/ Jesse Felder is the Founder, Editor, and Publisher of The Felder Report. He began his professional career at Bear, Stearns & Co.

  Welcome to the KE Report Weekend Show! This week the focus was on US inflation data however the muted market response had us thinking,...

Welcome to the KE Report Weekend Show! This week the focus was on US inflation data however the muted market response had us thinking, what is actually driving markets. We feature two of our generalist guests to discuss what they are seeing in recent US data and key market trends.   Segment 1 and 2 - Jesse Felder, Editor of the Felder Report kicks off the show outlining his reasons that inflation will remain high, why markets have a major correction on the horizon and why gold and oil stocks will finally have their time to outperform. Click here to visit the Felder Report website. Segment 3 and 4 - Marc Chandler, Managing Partner at Bannockburn Global ForEx and Editor of the Marc the Market website, recaps the inflation data from this week, shares what macro factors will drive markets through this year, and his outlook on the US Dollar and yields. Click here to visit the Marc to Market website.

    Welcome to The KE Report Weekend Show! Since we are near the end of the year we are focusing on 2024 forecasts. This...

Welcome to The KE Report Weekend Show! Since we are near the end of the year we are focusing on 2024 forecasts. This Weekend Show was very interesting to me as our guests, Jesse Felder and Dana Lyons, had some differing opinions on the health of the overall markets. Time frames are critical when assessing future markets moves and economic forecasts.    Segment 1 and 2 - Jesse Felder, Founder of the Felder Report kicks off the show by discussing the Fed pivot and why he thinks next year will be very difficult for economy and the Fed. We carry his economic forecast over to the markets which Jesse thinks could be setting up for another significant drop. Click here to visit the Felder Report website. Segment 3 and 4 - Dana Lyons, Fund Manager and Editor at The Lyons Share Pro wraps up the show by sharing his assessment of the run higher in US markets, bonds and gold. We also get Dana's thoughts on oil prices and how he is viewing the much more bullish sentiment data in the US. Click here to visit the Lyons Share Pro website to keep up to date with Dana.

When the game changes, the old rules don't apply and to succeed, you need to adopt a new playbook. Well, there's a good argument to be made that the investing gameboard has materially changed in the post-COVID era. But so far, both Wall Street and regular investors are still playing by the old rules. Is this a recipe for disaster? To find out, we have the good fortune today to hear from Jesse Fedler, founder & Editor of The Felder Report, a highly respected market research firm. He written a lot lately on the "sea change" the economy and financial markets have recently experienced. We'll ask him what the biggest implications will be & how investors should adapt to them. Follow Jesse at https://thefelderreport.com/ or on X/Twitter at @jessefelder To learn what's in store for this new Thoughtful Money channel, SUBSCRIBE FOR FREE to Adam's new Substack at https://adamtaggart.substack.com/ #recession #interestrates #techstocks

Interview recorded - 2nd of October, 2023On this episode of the WTFinance podcast I had the pleasure of speaking with Jesse Felder - Founder of Felder Investment Research and host of Superinvestors. During our conversation we spoke about what we are currently seeing in the bond markets, why this could be a wrecking ball, what would make the FED have to intervene and the potential for there being a debt death spiral. I hope you enjoy!0:00 - Introduction0:13 - What is Jesse watching in markets?2:35 - Why is this time different in the US?5:10 - Lots of factors coming into play?7:52 - Disconnect between yields and interest rates?9:30 - Could we see a dollar wrecking ball?12:10 - Are we experiencing a secular shift?16:40 - What would a debt death spiral look like?18:17 - FED forced to intervene in the market?19:31 - How will the secular shift change markets?21:25 - The end of overperformance of growth stocks?24:15 - Another down year for 60 - 40 portfolio25:50 - Diversifying portfolio into real assets26:55 - Which assets to perform during this period?28:40 - One message to takeaway from our conversation?Jesse began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Since founding Felder Investment Research, LLC, publisher of The Felder Report, his writing and research has been featured in major publications and websites like The Wall Street Journal, Barron's, Yahoo! Finance, Business Insider, Investing.com and more. Jesse also hosts and produces the Superinvestors and the Art of Worldly Wisdom podcast.Jesse Felder - Felder Report - https://thefelderreport.com/Twitter - https://twitter.com/jessefelderWTFinance -Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfniTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Twitter - https://twitter.com/AnthonyFatseas

Welcome to The KE Report Weekend Show. On this Weekend’s Show we are featuring Jesse Felder and Dan Steffens. We start of with a focus...

MacroVoices Erik Townsend and Patrick Ceresna welcome Jesse Felder to the show. They discuss the many reasons Jesse is questioning the soft landing narrative and expecting more turbulence for the stock market. Then Erik shares his exciting commodity trade idea before moving onto postgame with Patrick. https://bit.ly/45I2ysd   Download Jesse's charts: https://bit.ly/3Eu9PQt   Download Big Picture Trading chartbook

Jesse Felder, founder of Felder Investment Research, joins Ash Bennington to discuss his outlook on the Federal Reserve and its policies, the impacts of rapidly rising rates on the broader market, and why he believes the U.S. equity market is severely mispriced. You can find more of Jesse's work here: https://t.co/bvf4IL8Oha Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jesse Felder of The Felder Report and Trevor take all of the economic and market moves of this week and try to make sense of what exactly is happening. CPI and inflation data comes in line with expectations. Does that mean the Federal Reserve to jump on the air craft carrier of the US economy and proclaim "Mission Accomplished!"? Bond vigilantes may be prepping for another volatile move in the long end of the curve. But what about the short end? And if inflation is to return, will gold finally have its shiny moment back in investors eyes? We'd like to thank our sponsors: Western Copper and Gold is focused on developing the world-class Casino project in Canada's Yukon Territory. The Casino project consists of an impressive 11 billion pounds of copper and 21 million ounces of gold in an overall resource. Western Copper and Gold trades on the TSX and the NYSE American with WRN. Be sure to follow the company via their website, www.westerncopperandgold.com. Arizona Sonoran Copper Company (ASCU:TSX) is focused on developing its brownfield copper project on private land in Arizona, a tier 1 location. The Cactus Mine Project is located less than an hour's drive from the Phoenix International airport via highway i-10, and with grid power and the Union Pacific Rail line situated at the base of the Cactus Project main road. With permitted water access, a streamlined permitting framework and infrastructure already in place, ASCU's Cactus Mine Project is a lower risk copper development project in the infrastructure-rich heartland of Arizona.For more information, please visit www.arizonasonoran.com. Fireweed Metals is advancing 3 different projects within the Yukon and Northwest Territories, including the flagship Macmillan Pass Project, a large zinc-lead-silver deposit and the Mactung Project, one of the largest and highest-grade tungsten deposits in the world. Fireweed plans to advance these projects through exploration, resource definition, metallurgy, engineering, economic studies and collaboration with indigenous people on the path to production. For more information please visit fireweedmetals.com.

Follow On The Margin On Spotify: https://spoti.fi/46mn1n3 Follow On The Margin On Apple Podcasts: https://apple.co/3UsnTiM Follow Blockworks Macro On YouTube: https://bit.ly/3NKpujX — On todays episode Jesse Felder Founder of Felder Investment Research joins the show for a discussion on where we are in the current macro cycle and whether the second half of 2023 will be as robust as the first half of the year. Questioning the soft landing narrative, Jesse expects a deterioration in economic data in the coming months at a time when sentiment is as bullish as ever. We also discuss the current state of the U.S fiscal situation, the BoJ's surprise yield curve control tweak & the path ahead for the U.S Dollar. To hear all this & more, you'll have to tune in! — Follow On The Margin: https://twitter.com/OnTheMarginPod Follow Jesse: https://twitter.com/jessefelder Follow Michael: https://twitter.com/MikeIppolito_ Follow Blockworks: https://twitter.com/blockworks_ — Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/ — Use code MARGIN30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023 — Timestamps: (00:00) Introduction (01:07) Where Are We In The Cycle? (07:37) Bear Market Rally, Or New Bull Market? (11:47) Permissionless II Ad (12:36) Sentiment & Valuations (16:58) "At Some Point The Bond Market Takes Away The Money Printer" (21:28) The Bank of Japan Surprises Markets (31:15) Research Ad (32:28) The Path Ahead For The Dollar (36:41) While Monetary Policy Tightens, Fiscal Continues Spending (38:45) Is The Inflation Fight Really Over? -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

Tom welcomes back, Jesse Felder. Jesse is the founder, editor, and publisher of The Felder Report. He discusses how Federal policy aimed to create a wealth effect through printing money, yet it has only generated bubbles and the illusion of growth. He goes on to explain that the more money a country prints, the less attractive that currency becomes to other countries. We have reached a point where the Fed has to intervene and continue to monetize the debt, and the FDIC has stated they will cover all depositors, raising questions of moral hazard. Jesse believes we are heading for a hard landing in the second half of this year. In addition, an article from the Financial Times pointed out that the United States fiscal status is now similar to that of Greece and Italy due to their increasing unfunded liabilities and pension obligations. Jesse emphasizes that precious metals are the only asset class that has historic precedent of preserving value in crisis and warns that investors are currently drastically under invested in this sector. He believes that investor demand could go through the roof and that it appears to be setting up for such a run. Time Stamp References:0:00 - Introduction0:33 - MMT & Fed Wealth Effects4:14 - GDP & M2 Spiral8:58 - Foreign Dollar Demand11:45 - Fed & Confidence15:47 - Banks & Interventions21:06 - The Feds Toolbox?25:05 - Treasury Turbulence28:26 - Liquidity, Rates, Energy31:23 - Dollar & Liabilities34:05 - Bad Fiscal Status40:35 - Gold & Inflation43:40 - Inflation Protection46:45 - Hard Landing & Inflation52:06 - A.I. & Disinformation54:54 - Wrap Up Talking Points From This Episode The Fed has been printing money for years, creating asset bubbles and artificial growth.U.S. fiscal status is now similar to Greece and Italy, with record deficits and unfunded liabilities.Precious metals could be the only asset class that holds its value in a crisis. Guest Links:Twitter: https://twitter.com/jessefelderWebsite: https://thefelderreport.com/Articles: https://thefelderreport.com/blog/ Jesse Felder is the Founder, Editor, and Publisher of The Felder Report. He began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Since moving to Bend, Oregon in 2000 and founding The Felder Report shortly thereafter his writing and research have been featured in major publications and websites like The Wall Street Journal, Barron's, Yahoo!Finance, Business Insider, RealVision, Investing.com, and more. Jesse also hosts and produces the Superinvestors and the Art of Worldly Wisdom podcast.

Jesse Felder, the founder of Felder Investment Research, joins Maggie Lake to discuss the market's uncertain reaction to today's inflation data, why he's taking a closer look at gold, and what he makes of the recent U.S. credit crunch. Learn more about your ad choices. Visit podcastchoices.com/adchoices

BIO: David Hay has been employed in the securities industry since 1979 when he joined Dean Witter Reynolds, now Morgan Stanley.STORY: A colleague told David about a business that was going to sell books online. David wasn't convinced that the business had a competitive edge. So while his colleague invested $50,000 into this company, David chose not to invest. The company was Amazon. Had David invested then, he'd now be a multimillionaire.LEARNING: Invest only what you can afford to lose. Keep challenging your thesis. Have a systematic quantitative framework to help you keep an open and agile mind when investing. “One of the most important things in investing is range expansion.”David Hay Guest profileDavid Hay has been employed in the securities industry since 1979 when he joined Dean Witter Reynolds, now Morgan Stanley.And since 2022, David has been chief or Co-Chief Investment Officer of Evergreen Gavekal with a special emphasis on macro-economic research.In 2022, David released his highly anticipated book, Bubble 3.0: Who blew it and how to protect yourself when it blows apart.The book explores why he believes the financial markets are headed toward a third iteration of past market rotations.Accordingly, he believes there are a number of investment areas/asset classes poised to benefit from what he has begun referring to as “The New World Disorder.”Worst investment everIn November of 1994, David received a call from a colleague. They were both portfolio managers at Smith Barney. At that point, they were investing side by side in virtually everything. The colleague told David about this guy who was starting a company, and he was going to invest $50,000 in it.The colleague explained that the business would sell books online. David didn't understand the business's competitive edge, so he opted not to invest in it.Six months later, the colleague told him the company was going public. Turns out, the company was Amazon. Had David invested in it when his colleague told him to, he'd now be a multimillionaire.Lessons learnedIf the idea sounds great, invest only the money you can afford to lose.The bigger and longer the trading range, the more important the message of the breakout or breakdown is.Constantly challenge your thesis.Andrew's takeawaysHave a systematic quantitative framework to help you keep an open and agile mind when investing.For every company that becomes a billion-dollar or trillion-dollar company, the good news is that 99.99999999999% of people missed it.David's recommendationsDavid recommends his free newsletter. You can also get a free copy of Bubble 3.0 by emailing him through Substack. David also recommends reading the Felder report by Jesse Felder.No.1 goal for the next 12 monthsDavid's number one goal for the next 12 months is to remove his shorts and go max bullish.Parting words “It's always so much cheaper to learn from other people's mistakes than your...

Today we finish up the very busy week with Jesse Felder of The Felder Report. We begin by talking about the FOMC's decision to raise rates once again and then leave their forecasts for more interest rate increases open-ended. Is this a Pause the market was expecting? Or is Powell and Team fully committed to keeping a 2% inflation target. The markets reacted, but are they pricing in a looming political battle with the debt ceiling of the United States government? Jesse doesn't believe so.

BIO: After starting his career at Bear Stearns and then co-founding a multi-billion-dollar hedge fund firm, Jesse Felder left Wall Street to focus his energies on research and writing. Today he publishes The Felder Report and hosts the Superinvestors podcast.STORY: Jesse found a cigar butt stock that was cheap and performed extraordinarily well in just a few months after he took a pretty sizable position. A friend convinced him to hold the stock long-term instead of short-term as he had planned. Government legislation affected the business, and Jesse lost about 50% of his investment.LEARNING: Don't rationalize a bad trade; get out. Be very careful when you're in a situation that's being primed by the government. “When you're in a situation that's not working out as you would hope, rather than dig the hole deeper, move on and find something different.”Jesse Felder Guest profileAfter starting his career at Bear Stearns and then co-founding a multi-billion-dollar hedge fund firm, Jesse Felder left Wall Street to focus his energies on research and writing. Today he publishes The Felder Report and hosts the Superinvestors podcast.Worst investment everAbout 10 years ago, Jesse came across an idea that seemed to tick all the boxes for a cheap stock. It looked really compelling. The company was Corinthian College, a for-profit college in the US. The company was a reputable business and had excellent profit margins. The stock was trading about three times the cash flow.From a technical standpoint, the stock seemed like it would turn around positively, so Jesse took a pretty sizable position. The stock did nothing for the next couple of months. However, it took off the following year and doubled in a very short period. In fact, it went 150-200% up. All along, Jesse knew this was a cigar butt stock, and the plan was to hold it short-term.One of Jesse's friends, whom he was managing money for at the time, called him and said he'd never owned a stock that performed so well in such a short period. The friend asked Jesse to hold the stock for at least a year. Initially, Jesse wanted to take the profits. After his friend's call, he rationalized why he should keep it longer. Jesse held on to it and kept monitoring it.As time passed, it became clear that the Obama administration would limit for-profit colleges' ability to offer government-subsidized student loans. This was essentially a death knell for these companies. If their students couldn't get debt financing to pay tuition, they would go out of business because that was 90% of the people borrowing money to pay tuition. Jesse naively thought there was no way the government would put an entire industry segment out of business.Jesse kept holding on to the stock and reinvested all of the gains. The stock went down about 50% below Jesse's purchase price. He finally sold the stock before the company went out of business. This ended up being one of the worst losses that Jesse has taken as an investor.Lessons learnedDon't let your thesis migrate. You need to remember why you bought something and always ask yourself if it's working out how you anticipated it.Don't rationalize a lousy trade; get out.Never underestimate the government's willingness to put an entire industry out of business if it serves a political or economic purpose.Ego has no place in investing. It can be very...

Market uncertainty has returned as bulls & bears remain locked in a fierce battle for control at the S&P 4000 line Who is more likely to prevail? And will 2023 provide a relief to investors over the beatings they took in 2022? Or will it prove to be another bruising year? Researcher Jesse Felder has been tracking the macro & market action closely of late & we're fortunate to have him return to the program. ************************************************* At Wealthion, we show you how to protect and build your wealth by learning from the world's top experts on finance and money. Each week we add new videos that provide you with access to the foremost specialists in investing, economics, the stock market, real estate and personal finance. We offer exceptional interviews and explainer videos that dive deep into the trends driving today's markets, the economy, and your own net worth. We give you strategies for financial security, practical answers to questions like “how to grow my investments?”, and effective solutions for wealth building tailored to 'regular' investors just like you. There's no doubt that it's a very challenging time right now for the average investor. Above and beyond the recent economic impacts of COVID, the new era of record low interest rates, runaway US debt and US deficits, and trillions of dollars in monetary and fiscal stimulus stimulus has changed the rules of investing by dangerously distorting the Dow index, the S&P 500, and nearly all other asset prices. Can prices keep rising, or is there a painful reckoning ahead? Let us help you prepare your portfolio just in case the future brings one or more of the following: inflation, deflation, a bull market, a bear market, a market correction, a stock market crash, a real estate bubble, a real estate crash, an economic boom, a recession, a depression, or another global financial crisis. Put the wisdom from the money & markets experts we feature on Wealthion into action by scheduling a free consultation with Wealthion's endorsed financial advisors, who will work with you to determine the right next steps for you to take in building your wealth. SCHEDULE YOUR FREE WEALTH CONSULTATION with Wealthion's endorsed financial advisors here: https://www.wealthion.com/ Subscribe to our YouTube channel: https://www.youtube.com/channel/UCKMeK-HGHfUFFArZ91rzv5A?sub_confirmation=1 Follow Adam on Twitter: https://twitter.com/menlobear Follow us on Facebook: https://www.facebook.com/Wealthion-109680281218040 #recession #investing #fed ************************************************* IMPORTANT NOTE: The information and opinions offered in this video by Wealthion or its interview guests are for educational purposes ONLY and should NOT be construed as personal financial advice. We strongly recommend that any potential decisions and actions you may take in your investment portfolio be conducted under the guidance and supervision of a quality professional financial advisor in good standing with the securities industry. When it comes to investing, past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All investments involve risk and may result in partial or total loss.

Macro researcher Jesse Felder returns for Part 2 of our interview with him. He explains why he sees a serious recession hitting later this year, as well as a resumption of the bear market -- hitting new lows. He expects the large-cap Tech stocks that have performed so well over the past decade could get cut in half from current price levels. ************************************************* At Wealthion, we show you how to protect and build your wealth by learning from the world's top experts on finance and money. Each week we add new videos that provide you with access to the foremost specialists in investing, economics, the stock market, real estate and personal finance. We offer exceptional interviews and explainer videos that dive deep into the trends driving today's markets, the economy, and your own net worth. We give you strategies for financial security, practical answers to questions like “how to grow my investments?”, and effective solutions for wealth building tailored to 'regular' investors just like you. There's no doubt that it's a very challenging time right now for the average investor. Above and beyond the recent economic impacts of COVID, the new era of record low interest rates, runaway US debt and US deficits, and trillions of dollars in monetary and fiscal stimulus stimulus has changed the rules of investing by dangerously distorting the Dow index, the S&P 500, and nearly all other asset prices. Can prices keep rising, or is there a painful reckoning ahead? Let us help you prepare your portfolio just in case the future brings one or more of the following: inflation, deflation, a bull market, a bear market, a market correction, a stock market crash, a real estate bubble, a real estate crash, an economic boom, a recession, a depression, or another global financial crisis. Put the wisdom from the money & markets experts we feature on Wealthion into action by scheduling a free consultation with Wealthion's endorsed financial advisors, who will work with you to determine the right next steps for you to take in building your wealth. SCHEDULE YOUR FREE WEALTH CONSULTATION with Wealthion's endorsed financial advisors here: https://www.wealthion.com/ Subscribe to our YouTube channel: https://www.youtube.com/channel/UCKMeK-HGHfUFFArZ91rzv5A?sub_confirmation=1 Follow Adam on Twitter: https://twitter.com/menlobear Follow us on Facebook: https://www.facebook.com/Wealthion-109680281218040 #investing #inflation #deflation ************************************************* IMPORTANT NOTE: The information and opinions offered in this video by Wealthion or its interview guests are for educational purposes ONLY and should NOT be construed as personal financial advice. We strongly recommend that any potential decisions and actions you may take in your investment portfolio be conducted under the guidance and supervision of a quality professional financial advisor in good standing with the securities industry. When it comes to investing, past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All investments involve risk and may result in partial or total loss.

Minutes off the Fed Minutes today, we connect with Jesse Felder of The Felder Report for his analysis of data we are seeing out of the market, including retail financials and institutional money moving into short-term treasuries. Its all a part of the cycle, says Felder, but there are very large concerns looming towards the end of this year.

Tom welcomes back Jesse Felder. Jessie is the founder, editor, and publisher of The Felder Report. Jesse discusses the various reasons people get involved in markets, and why it's not always money. It's remarkable how well financial magazine covers like Bloomberg tend to signal a reversal. Recently, Bloomberg posted a cover with the unstoppable dollar, that aged well. These types of indicator are indicative of extremes. The rising dollar is driven by hawkish Fed policy, raising rates over a short-term period. The market has priced in smaller hikes over the next few months. The Fed may surprise to the dovish side due to a deteriorating economy. The Fed has trained the markets to expect them to come running to the rescue. Now they seem to have flipped to the opposite policy. The markets also know that the Fed can't afford another massive asset price bust. Jay Powell can't do what Paul Volcker did without creating a debt spiral. A strong dollar, higher interest rates, and surging oil prices is a clear leading indicator that a recession is coming. With the Fed printing a lot of new money recently, bond markets have become divorced from reality. Economic factors should drive bond prices, but supply and demand dynamics for bonds is becoming problematic. The debt has become so large that perhaps bonds no longer serve the role they once did. He explains why the number of passive investors makes for incredible possibilities for value investors. Jesse believes the commodity markets will continue to outperform for a considerable period. Sectors that have been starved of capital are likely to outperform in coming years. Most investors have completely lost interest in the mining sector and gold. He shows an interesting chart of where gold prices could head from here based on past performance. Gold is quite cheap relative to the price of oil. Be diversified and hedge your bets because we are in unprecedented times. Time Stamp References:0:00 - Introduction0:46 - History Vs. Human Nature4:00 - Dollar Euphoria & Sentiment8:35 - Dollar Path Forward15:50 - Fed Policy & Inflation22:42 - PPI Chart & Recession25:00 - Rate Hikes27:07 - Bond Vigilantes31:03 - Mortgage Applications34:06 - Cycles & Value Investing38:49 - Resource Underinvestment44:15 - Gold Sector Outlook47:40 - Gold Vs. Oil Ratio48:20 - Gold Vs. Stocks52:35 - Dollar Sentiment Shift?55:05 - Debt Challenges & MMT57:56 - Debt Spiral Risk59:19 - Wrap Up Talking Points From This Episode Sentiment and the alternate reasons why investors get involved in markets.The Fed has trained investor's to believe they will always intervene.Distortions in the bond markets have broken economic reality.Why value investing has great potential. Guest Links:Twitter: https://twitter.com/jessefelderWebsite: https://thefelderreport.com/ Jesse Felder is the Founder, Editor, and Publisher of The Felder Report. He began his professional career at Bear, Stearns & Co. and later co-founded a multi-billion-dollar hedge fund firm headquartered in Santa Monica, California. Since moving to Bend, Oregon in 2000 and founding The Felder Report shortly thereafter, his writing and research have been featured in major publications and websites like The Wall Street Journal, Barron's, Yahoo!Finance, Business Insider, RealVision, Investing.com, and more. Jesse also hosts and produces the Superinvestors and the Art of Worldly Wisdom podcast.

The Federal Open Market Committee added a couple of interesting phrases to its policy statement announcing a fourth consecutive 75-basis-point interest-rate increase, noting that it will take into account time lags and the impact of cumulative tightening during future meetings. In his post-FOMC-meeting press conference, Fed Chair Jerome Powell emphasized the centrality of price stability to sustained economic growth, acknowledged data indicating the U.S. economy is slowing, and noted the continuing strength of a still “out-of-balance” labor market. George Goncalves, the head of U.S. macro strategy at MUFG, joins Maggie Lake for today's Daily Briefing to talk about whether the FOMC statement was neutral, hawkish, or dovish, overall liquidity heading into the end of the year, and why we need to keep an eye on overseas markets. We also hear from Jesse Felder, the author of The Felder Report, about why we face a period of elevated inflation and what investments will work in such an environment. Watch the full interview between Jesse Felder and Maggie Lake here: https://www.realvision.com/shows/make-or-break-inflation/videos/there-wont-be-a-crash-but-drpj?tab=details. Learn more about your ad choices. Visit megaphone.fm/adchoices

Chinese stocks and the yuan rallied on unconfirmed reports authorities have formed a committee to reconsider China's “COVID zero” restrictions on economic activity. There was no follow-through in the U.S., though, as investors remain focused on Wednesday and the Federal Open Market Committee's monetary policy decision. Tony Greer, the founder of TG Macro and the editor of the Morning Navigator, joins Andreas Steno Larsen for today's Daily Briefing to talk about what impact a reopening of the Chinese economy China will have on global commodity markets and how to position for potential upside. We also hear from Jesse Felder, author of The Felder Report, about how changing investment patterns will impact the technology and energy sectors. Watch the full interview between Jesse Felder and Maggie Lake here: https://www.realvision.com/shows/make-or-break-inflation/videos/there-wont-be-a-crash-but-drpj?tab=details.  Learn more about your ad choices. Visit megaphone.fm/adchoices