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Jesse Felder

47 Podcast Episodes

Latest 18 Aug 2022 | Updated Daily

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Stocks Overvalued By 50%, At Least? Why This Bear Market Has A Lot Farther To Go | Jesse Felder


Macro analyst Jesse Felder returns for Part 2 of our interview with him in which he explains the math behind why the markets would need to decline by at least 50% to be considered anywhere close to "fairly valued" He then shares the assets he likes best for the challenging road he sees ahead over the coming year. https://youtu.be/abqDpTjyc44


10 Aug 2022

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A 'Massive Re-Pricing' In Assets Lies Ahead | Jesse Felder


The market is in danger, warns macro analyst Jesse Felder. The rise of inflation and the reversal of globalization is a HUGE paradigm shift that the market doesn’t appropriately appreciate it yet. The Fed’s hands are tied while inflation remains a challenge, and it likely will be for a long time because the new principal trends in play (on-shoring, tightening labor force) are inflationary. Taming inflation is going to be a protracted, painful process – and likely won’t go back to the disinflationary trajectory we’ve been on since the 1980s. A massive repricing across asset classes is needed & a new rulebook for investing is required.  This is why the market is in such danger. The market hasn’t woken up to this paradigm shift AND valuations, despite the correction this year, are still very close to record highs. There’s a lot of room to fall here, especially as profit margins are at all-time highs. Jeremey Grantham claims they mean revert more than almost any other data set. So they are due for a whopper of a mean reversion from these elevated levels. Will the trigger be a market event? Or a social one? As history shows, too-high profits inevitably lead to wealth inequality that resolved via re-distribution (either effected by the State or an angry rebelling populace). It’s no surprise that Congress is discussing higher corp tax rates. As for how far the market could drop, Jesse can pretty easily make an argument that financial assets could fall 50% before being considered ‘fairly valued’. The 1973-74 bear market looks like a good analogue to where we are in 2022 given similarities in inflation & Fed policy. The S&P was cut in half during this period. https://youtu.be/chavLDpr6Uk


9 Aug 2022

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We Are Headed For A Deep Recession | Jesse Felder

The Macro Trading Floor

On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Jesse Felder, author of The Felder Report. Felder argues that a strong dollar, severe interest rate spikes, and surging commodity prices indicate that a deep earnings recession is on the horizon.Felder explains why he thinks a Fed pivot is likely and fleshes out his macro thesis on stocks, bonds, and precious metals. For details of Jesse’s actionable trade idea, you will have to listen in!--Follow Jesse: https://twitter.com/jessefelderFollow Andreas: https://twitter.com/AndreasStenoFollow Alfonso: https://twitter.com/MacroAlfFollow Blockworks: https://twitter.com/Blockworks_Subscribe To The Macro Compass: https://themacrocompass.substack.com/Subscribe To Stenos Signals: https://andreassteno.substack.com/Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/--Timestamps:(00:00) Introduction (00:20) Top Stories Of The Week(11:11) Feature Interview with Jesse Felder(16:44) Is Inflation Here To Stay?(19:16) What Will The Fed Ultimately Do?(22:03) Political Pressures on Central Banks(27:21) Jesse's Actionable Trade Idea(39:57) Post Interview: Final Thoughts--Disclaimer: Nothing discussed on The Macro Trading Floor 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.


12 Jun 2022

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INFLATION - REZESSION! Wie schützt du deine Kaufkraft? (Interview Jesse Felder) (ENG)

Finanzielle Intelligenz mit Marc Friedrich

Was kannst du gegen den Verlust deiner Kaufkraft tun?  Kann die FED noch einen Ausweg aus ihrer Geldpolitik finden? Wie steht es um unseren Makroökonomischen Ausblick, sehen wir bald einen Einbruch der Aktienmärkte und wie schützt Jesse Felder vom "The Felder Report" seine Kaufkraft? Wird die EZB der FED folgen oder doch weiterhin nur zusehen? Rudern wir volle Kraft auf eine Rezession, Depression zu oder befinden wir uns in einer Stagflation? All diese und noch weitere Fragen gibt es heute in einer neuen Folge "Marc spricht mit..." Jesse Felder. Originalvideo mit Untertitel: Klick


9 Jun 2022

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Jesse Felder (Is Russia Investable? Crisis Investing, Managing Risk And Emotions)

The Rebel Capitalist Show

✅ Get your tickets to Rebel Capitalist Live 3!! I'll see YOU in Miami!! ;) https://www.rebelcapitalistlive.com ✅ LYN ALDEN and I discuss portfolio that will HELP YOU profit from DOLLAR losing reserve currency status, click this link to check it out!! 🔥 https://www.georgegammon.com/portfolio

1hr 11mins

15 Mar 2022

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Jesse Felder and the Fed's Forward Guidance

Mining Stock Daily

Jesse Felder of The Felder Report connects with MSD this week for a lengthy discussion on the Federal Reserve meeting results, market reactions and where we go from here. Everything from big board equities to the metals, Jesse lays out the rotation from growth to value.  We'd like to thank our sponsors: Integra Resources is advancing the past-producing DeLamar Project in southwestern Idaho. The Company has continued to demonstrate resource growth and conversion through greenfield and brownfield exploration and plans on delivering a pre-feasibility study in Q4 2021 to further de-risk and advance the project towards permitting. Integra Resources trades on the TSX-V under ITR and the NYSE American under ITRG. 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. Rio-2 is advancing the Fenix Gold Project in Chile, the largest undeveloped gold heap leach project in the Americas. Fenix consists of 5 million ounces in the measured and indicated resource category and 1.4 million ounces in the inferred resource category. With a robust PFS in place, Fenix is set up for fast-tracked construction and production. You can find a list of project and company information on their website, rio2.com. ASCU is a Copper Mining Company with a 100% ownership of The Cactus Mine, located on private land in the Arizona Copper Belt. The Company is committed to supplying LME Grade A Copper Cathodes usable in the Renewable Energy Future, mined in a responsible and sustainable manner. Our goal, beyond our ESG Strategy, is to ensure “Net Zero Carbon Emission” from future operations, minimizing the effect of climate change on the earth and preserving our planet for our children and future generations. https://arizonasonoran.com/


28 Jan 2022

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The Best Investments That Protect Against Inflation Are ON SALE Right Now | Jesse Felder (PT2)


Macro analyst Jesse Felder is concerned about persisting inflation in the years ahead, yet mystified that the assets he thinks are the best investments that protect against inflation are dirt cheap right now.Energy, gold mining stocks and cash flowing commodity producers are trading at highly attractive valuations right now, especially relative to the general market. See the YouTube Video for the charts and graphics: https://youtu.be/-xWe8kZDcO4


14 Jan 2022

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Jesse Felder: The Fed Wants A Market Correction (But Risks Creating A Crash Instead) (PT1)


By tapering and then raising interest rates, is it possible the Federal Reserve is intentionally trying to cause a market correction?Macro analyst Jesse Felder thinks so, as it needs to start taming both the asset bubble and inflation monsters it has created.Felder suspects though that this will be more difficult than the Fed thinks, and things could get out of hand -- leading to a full blown market crash and possibly a recession. See the YouTube Video for the charts and graphics: https://youtu.be/FgTFvJf5Uec


13 Jan 2022

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Weekend Show – A Look Into 2022 With Jesse Felder, Jayant Bhandari, and Jordan Roy-Byrne

The Korelin Economics Report

Full Weekend Show Welcome to the Christmas/Holiday edition of the KE Report Weekend Show. We hope you all have a very Merry Christmas and we really appreciate all your time and comments throughout the year.  On this Weekend’s Show we look ahead to 2022 to predict what the main catalysts will be for financial market. With so much expected to change this year and couple wild cards on the horizon there is no doubt there will be a lot for us to discuss in the New Year. Hopefully 2022 will be a better year for resource investors. Please keep in touch by emailing us at Fleck@kereport.com or Shad@kereport.com. We love hearing from all of you! Segment 1 and 2 – Jesse Felder, Founder and Editor of The Felder Report kicks off the show with a deep dive into the US equity markets. Jesse outlines why he thinks there will be an earnings recession in 2022 and the changes in sentiment from large money investors. We also have Jesse share his outlook for commodities and the sectors he likes best for next year. Click here to visit the Felder Report website to learn more about Jesse’s service. Segment 3 – Jayant Bhandari, Private Investor and Consultant is up next to focus on the resource stocks he likes post tax-loss selling season. We also discuss the key characteristics he is looking at when doing his due diligence in the current market environment. Segment 4 – Jordan Roy-Byrne, Founder and Editor of The Daily Gold wraps up the Weekend Show with a technical look at gold, gold stocks and silver. Click here to visit The Daily Gold website to keep up to date with Jordan. Exclusive Company Interviews This Week Skeena Resources – More Information On The strategic Investment With Franco-Nevada and Catalysts For 2022 SilverCrest Metals – 2021 Drill Result Recap, Recent Insider Buying, and will SilverCrest Get Into The M&A Game? Tarachi Gold – Preliminary Economic Assessment Released For Magistral Project Novo Resources – Answering your questions on Production Issues, Dilution, Egina Development Plans, Karratha Gold Project Exploration and Permitting, and Ore Storing Allied Copper – Introducing This New Copper Explorer With Projects In Nevada and Colorado Pure Gold Mining – Comprehensive Operations And Exploration Update Kenorland Minerals – Drill Results From The Regnault Discovery on the Frotet Project yielding 17.96g/t Gold Over 15.40 Meters Exploits Discovery – Recapping the Drill Results From This Year In Newfoundland and An Introduction To The New President and CEO Jeff Swinoga Fathom Nickel – Introducing This Nickel Explorer Focused On The Albert Lake Project Including The Past Producing High-Grade Rottenstone Mine Group Ten Metals – Review Of 2021 Exploration Work And Recap Of The Maiden Resource Estimate At Stillwater West Bunker Hill Mining – Project Finance, Mine Purchase, US EPA Settlement, And Recap Of The Revised PEA  Jesse FelderJayant BhandariJordan Roy-Byrne

25 Dec 2021

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MacroVoices #303 Jesse Felder Joins Inflation/Deflation Debate

Macro Voices

MacroVoices Erik Townsend and Patrick Ceresna welcome The Felder Report founder Jesse Felder to the show. Jesse disagrees with the disinflationary views David Rosenberg and others have expressed on MacroVoices, and will lay out his side of the story and also discuss precious metals and much more. Link: https://bit.ly/3mqvHna

1hr 5mins

23 Dec 2021