Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream. Read More...
Erik Townsend welcomes Jesse Felder to MacroVoices. Erik and Jesse discuss:
DeMark indicators and turning points in exhausted trends
Looking at current breadth indicators
Considerations on share buybacks
Are we at the secular turn in corporate share buybacks?
Looking at the VIX short positioning
Volatility targeting strategies like risk parity
Is the market setting up for a crash or just a correction
Real assets outperforming financial assets
Can inflation runaway?
Outlook on Precious metals
We strongly recommend that you download the chart book that accompanies this interview, and Erik and Jesse will refer to it throughout the interview. Registered users here at MacroVoices.com already received the download link in your research roundup e-mail. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, click “Research Library” and Guest Publications near the top of the page. From there you can download the PDF.
Jesse has been managing money for over 20 years. He 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 The Felder Report in 2005 his writing has been featured in many major finance publications like The Wall Street Journal, Barron's, The Huffington Post, MarketWatch, Yahoo!Finance, Business Insider, Investing.com, Seeking Alpha and more. Jesse also hosts and produces the Superinvestors and the Art of Worldly Wisdom podcast. Today he lives in Bend, Oregon with his wife and two kids.
MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants. MACRO VOICES, its producers, and hosts Erik Townsend and Nathan Egger shall NOT be liable for losses resulting from investment decisions based on information or viewpoints presented on MACRO VOICES.