Erik Townsend and Patrick Ceresna welcome Jesse Felder to MacroVoices. Erik and Jesse discuss:
- Inflation outlook and its main drivers
- S&P500 index and margin debt to GDP analysis
- Potential peak in earnings growth ahead
- Corporate profit margins vs. Labor share
- Stocks vs. Interest rates, Interest Rates vs. Financial Instability
- Gold and crypto currency
- How value investing works in overpriced asset conditions
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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 moving to Bend, Oregon in 2000 and founding The Felder Report shortly thereafter his writing and research has been featured in major publications and websites like The Wall Street Journal, Barron's, Yahoo!Finance, Business Insider, RealVision, Investing.com and more. Jesse also hosts and produces the Superinvestors and the Art of Worldly Wisdom podcast.