SI29: Can Value Investing be applied to Gold? and Trend Following as a forecasting tool ft. Jesse Felder

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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50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

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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...