Speculative Euphoria Initiating Market Collapse with Jesse Felder

Interview recorded - 1st of April, 2024
On 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 - Introduction
1:31 - Overview of economy and markets
3:41 - Why will we have a recession?
6:14 - Bullish sentiment
9:36 - Titanic signal?
10:41 - What would you compare current market to?
13:52 - What is driving market inflows?
15:30 - Society is becoming more speculative
20:03 - Pressure on Asset Managers
23:27 - Everything bubble?
28:59 - Economic data to watch?
31:38 - Nvidia the stock to watch?
33:27 - Semiconductor arms race
35:13 - 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 - thefelderreport.com/
Twitter - / jessefelder
WTFinance -
Instagram - / wtfinancee
Spotify - open.spotify.com/show/67rpmjG...
iTunes - podcasts.apple.com/us/podcast...
Twitter - / anthonyfatseas
Thumbnail Image from - www.businessinsider.com/top-s...

[@mackakiwinz4353]

Great interview fully agree. The amount of people stealing food from supermarkets ie yesterday a group of 3 had $16,000 NZ full of 3 trolleys here in New Zealand clearly indicates we not only have had stagflation for over a year I believe we have been in a depression. Chinese tourists not coming here now and not buying our logs and diary as their property ponzi collapses and the contagion spreads here like wildfire.

[@DjmMik]

Excellent conversation. Thanks!

[@johnfkeating]

Thanks Jessie as always. Numbers, earnings, data. You know…. Truth

[@crimeajewel]

Very interesting 😊

[@kirkheisey2597]

THANK YOU! GREAT REPORTING

[@richardlarock2809]

Great video

[@larrycardenas6122]

Great interview

[@austinwalin9435]

Another great video! 💪🏻

[@mathieudeliens5211]

Great to hear from Jesse. Thank you

[@deseosuho]

Great conversation. Thanks for posting.

[@fishtherapy100]

Excellent interview.

[@WTFinancepodcast]

Thank you very much, appreciate it!

[@ashanesubasinha8313]

Good interview

[@davidwentzel8878]

Jesse is Mr Cool

[@leapswithoutlooking]

How do you factor in the rebounding from the pandemic? This last happened in like 1919-2023, so not much modern references.

[@martinback187]

Savers are forced to speculate because the money market is broken by inflation 📢

[@biondanishgenomeinstitute8193]

You are talking about USA's circumstances as if it is the world. Btw, aren't your people taking more jobs because they cannot afford to pay off their credit card, or even keep up with their intenrest?