Todd Harrison is truly one of the good guys on Wall Street. After a career…
jessefelderNovember 4, 2021
For half a century now, Kiril Sokoloff has not only identified in advance the most…
jessefelderJuly 7, 2021
Julian Brigden is a master of models. In putting together his macro theses, which have…
jessefelderJune 23, 2021
It was just over two years ago Diego Parrilla first joined me on the podcast…
jessefelderApril 21, 2021
Back in October of last year, I had the pleasure of discussing the "generational opportunity…
jessefelderMarch 10, 2021
Perhaps the biggest debate in the markets today is regarding the prospect of inflation. Will…
jessefelderFebruary 24, 2021
Since starting his newsletter roughly a decade ago and then founding RealVision a few years…
jessefelderFebruary 10, 2021