David Hay On Balancing Risk Management With Timely Opportunism
David Hay has been managing money for over 40 years using a tried and true…
Jesse FelderJuly 21, 2021
Kiril Sokoloff On Seeking Truth In An Era Of Sophistry
For half a century now, Kiril Sokoloff has not only identified in advance the most…
Jesse FelderJuly 7, 2021
Michael Oliver On The ‘Massive Momentum Structure’ In The Stock Market
One thing I try to do with this podcast, is to find people who are…
Jesse FelderJune 30, 2021
Julian Brigden On The Fed’s ‘Impossible Trinity’
Julian Brigden is a master of models. In putting together his macro theses, which have…
Jesse FelderJune 23, 2021
Diego Parrilla On Appreciating The Opportunity Set In ‘Antibubbles’
It was just over two years ago Diego Parrilla first joined me on the podcast…
Jesse FelderApril 21, 2021
Adam Rozencwajg On The Speculative Mania In Green Energy Stocks
Back in October of last year, I had the pleasure of discussing the "generational opportunity…
Jesse FelderMarch 10, 2021
James Davolos On Protecting Yourself Against A Paradigm Shift In Inflation
Perhaps the biggest debate in the markets today is regarding the prospect of inflation. Will…
Jesse FelderFebruary 24, 2021
Grant Williams On Focusing On What’s Important
Since starting his newsletter roughly a decade ago and then founding RealVision a few years…
Jesse FelderFebruary 10, 2021
John Hussman On Navigating One Of The Most ‘Overvalued, Overbought And Overbullish’ Stock Markets Of All Time
At just seventeen years old, John Hussman's introduction to the world of finance was a…
Jesse FelderJanuary 27, 2021
Danielle DiMartino Booth On The Future Of The Federal Reserve
After a successful career on Wall Street, Danielle DiMartino Booth spent years as special adviser…
Jesse FelderJanuary 13, 2021