Podcast Julian Brigden On The Fed’s ‘Impossible Trinity’ Julian Brigden is a master of models. In putting together his macro theses, which have…jessefelderJune 23, 2021
Podcast Diego Parrilla On Appreciating The Opportunity Set In ‘Antibubbles’ It was just over two years ago Diego Parrilla first joined me on the podcast…jessefelderApril 21, 2021
Podcast 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…jessefelderMarch 10, 2021
Podcast 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…jessefelderFebruary 24, 2021
Podcast Grant Williams On Focusing On What’s Important Since starting his newsletter roughly a decade ago and then founding RealVision a few years…jessefelderFebruary 10, 2021
Podcast 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…jessefelderJanuary 27, 2021
Podcast 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…jessefelderJanuary 13, 2021
Podcast Keith McCullough On The Power Of Betting On Yourself At first blush, Keith McCullough may come off as just another brash and cocksure trader.…jessefelderDecember 2, 2020
Podcast Peter Atwater On The Coming Age Of ‘Screwtiny’ There are very few truly unique thinkers in the world and almost none of them…jessefelderNovember 11, 2020
Podcast Leigh Goehring On The Generational Opportunity In Energy Stocks Today You could say that natural resources run in Leigh Goering's blood. The son of two…jessefelderOctober 7, 2020