Episode description
Episode description
In this episode, we’re joined by special guest, Jesse Felder, from The Felder Report & the SuperInvestor Podcast. Jesse describes his journey into the markets, if he uses Trend Following strategies in his portfolio, why he thinks we’re in a Bear Market, and in the middle of a major ‘topping process’, what he thinks about Passive Investing, his go-to timing tools, and if Value Investing can be applied to non-equity markets such as Gold. We also ask Jesse: does he use the VIX index for hedging? What is a normal day is like for him? Jesse tells us why he considers Trend Following a good forecasting tool, gives us his thoughts on predicting versus reacting to price moves, and also lets us know what he’s currently reading.
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Episode TimeStamps:
00:00 – Intro
01:50 – Weekly review of performance
05:20 – Jesse reviews his background/influences
08:00 – Jesse describes his process
12:45 – Question from Francois: Would Jesse discuss his view we’re in/entering a bear market?
19:30 – Jerry asks Jesse’s opinion on passive indexing
25:40 – Niels asks how float reduction impacts passive investing
28:00 – Jerry asks if ZIRP impacts valuation-based investing
30:10 – Niels asks Jesse how a transition to an inflationary environment will impact investing
34:40 – Moritz asks if/how Jesse applies the value approach to all asset classes
36:50 – Moritz asks if Jesse trades the VIX or otherwise hedges tails
Book reference: The Tao of Capital by...