Macro Voices Podcast
Erik Townsend and Patrick Ceresna welcome Jesse Felder to MacroVoices. Erik and Jesse discuss:
- Divergence in market breadth
- Theories on the length of this market cycle
- Outlook on US dollar
- Divergence in bond market
- Outlook on bond yields
- Unwind of institutional risk parity trade
- Value investing strategy in overpriced market
- Outlook on Gold & Silver
- Facebook’s Libra and cryptocurrency
- Wealth inequality dichotomy and surveillance capitalism
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Jesse has been managing money for over 20 years. 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 founding The Felder Report in 2005 his writing has been featured in many major finance publications like The Wall Street Journal, Barron’s, The Huffington Post, MarketWatch, Yahoo!Finance, Business Insider, Investing.com, Seeking Alpha and more. Jesse also hosts and produces the Superinvestors and the Art of Worldly Wisdom podcast. Today he lives in Bend, Oregon with his wife and two kids.