Podcasts by Superinvestors and the Art of Worldly Wisdom
Jesse Felder worked for the largest firm on Wall Street, co-founded a multi-billion-dollar hedge fund firm and has been active in the markets for over 20 years. This podcast is his journey to talk with a number of superinvestors who have been an inspiration to him in an effort to understand what makes them so successful in the financial markets and in life.
Further podcasts by Jesse Felder
Podcast on the topic Wirtschaft
All episodes
#49: Todd Harrison On The 'Trade Of A Lifetime' from 2021-11-04T19:03:52
Todd Harrison is truly one of the good guys on Wall Street. After a career that took him from the Morgan Stanley options trading desk to running a major hedge fund and then starting a financial med...
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#48: Jim Stack On Charting A Course Through Stock Market Rapids from 2021-07-28T15:20:01
Jim Stack has been assiduously studying markets in an effort to develop and hone a full-cycle investment discipline since he was first introduced to stock market risk back in the 1973-74 bear marke...
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#47: David Hay On Balancing Risk Management With Timely Opportunism from 2021-07-21T18:38:54
David Hay has been managing money for over 40 years using a tried and true approach steeped in classic value investing paired with an appreciation for technical analysis that can only be developed ...
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#46: Kiril Sokoloff On Seeking Truth In An Era Of Sophistry from 2021-07-07T15:44:36
For over half a century now, Kiril Sokoloff has not only identified in advance the most significant trends and innovations driving the markets and economy, he has also pinpointed the most attractiv...
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#45: Michael Oliver On The 'Massive Momentum Structure' In The Stock Market from 2021-06-30T19:22:58
One thing I try to do with this podcast, is to find people who are taking a truly unique approach to analyzing the markets, those taking the "financial road less traveled," as I like to call it. We...
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#44: Julian Brigden On The Fed's 'Impossible Trinity' from 2021-06-23T15:09:40
Julian Brigden is a master of models. In putting together his macro theses, which have presciently called major moves in everything from inflation and the dollar to the most popular manias in the s...
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#43: Diego Parrilla On Appreciating The Opportunity Set In ‘Antibubbles’ from 2021-04-21T19:27:21
It was just over two years ago Diego Parrilla first joined me on the podcast to discuss his framework for analyzing financial bubbles and what he calls, "antibubbles." You may have noticed that the...
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#42: Adam Rozencwajg On The Speculative Mania In Green Energy Stocks from 2021-03-10T19:43:01
Back in October of last year, I had the pleasure of discussing the "generational opportunity in energy stocks" with Leigh Goehring. At the time, he made a very compelling investment case for the en...
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#41: James Davolos On Protecting Yourself Against A Paradigm Shift In Inflation from 2021-02-24T19:07:31
Perhaps the biggest debate in the markets today is regarding the prospect of inflation. Will the massive fiscal stimulus and money printing of the past year or so, paired with shifting trends in gl...
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#40: Grant Williams On Focusing On What's Important from 2021-02-10T17:35:33
Since starting his newsletter roughly a decade ago and then founding RealVision a few years later, Grant Williams has established himself as one of the preeminent creators and curators of financial...
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#39: John Hussman On Navigating One Of The Most Overextended Stock Markets Of All Time from 2021-01-27T17:51:18
At just seventeen years old, John Hussman's introduction to the world of finance was a job hand drawing charts for an investment adviser who liked his handwriting. From that point on, he was hooked...
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#38: Danielle DiMartino Booth On The Future Of The Federal Reserve from 2021-01-13T17:59:10
After a successful career on Wall Street, Danielle DiMartino Booth spent years as special adviser to Richard Fisher while he was head of the Dallas Fed. In her role, she provided an invaluable, mar...
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#37: Keith McCullough On The Power Of Betting On Yourself from 2020-12-02T18:24:19
At first blush, Keith McCullough may come off as just another brash and cocksure trader. Dig a bit deeper, though, and you'll find a calculating iconoclast driven by a deep desire to both continual...
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#36: Peter Atwater On The Coming Age Of 'Screwtiny' from 2020-11-11T17:40:22
There are very few truly unique thinkers in the world and almost none of them regularly train their gaze on Wall Street. Peter Atwater is one of those rare few. Whenever a major news story hits the...
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#35: Leigh Goehring On The Generational Opportunity In Energy Stocks Today from 2020-10-07T17:26:11
You could say that natural resources run in Leigh Goering's blood. The son of two oil and gas engineers, Leigh has spent nearly his entire life studying markets and investments related to commoditi...
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#34: Michael Green On Detecting The Greatest Value In Markets Today from 2020-09-16T14:54
Mike Green has been in the right place at the right time for his entire investment career and not just by way of good fortune. Mike has an uncanny knack for finding value in the markets. After jump...
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#33: Bill Fleckenstein On Profiting From Central Bank Mistakes from 2020-04-22T16:06
It's been three years since I made the trek up to Seattle to interview celebrated short seller Bill Fleckenstein on the topics of, "Central Bankers, Financial Bubbles and White Burgundy." With a gl...
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#32: Christopher Cole On Appreciating Risk from 2020-02-19T19:39:18
Christopher Cole is one of the foremost thinkers and practitioners in the world of volatility trading. After beginning his career in Hollywood as a cinematographer, Chris took an interest in option...
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#31: Rob Arnott On Engineering A Better Index from 2019-12-04T18:56:13
Rob Arnott is one of the most accomplished and respected quantitative analysts in the world. He has written over 100 academic papers on everything from tactical asset allocation to value investing....
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#30: Meb Faber On The Future Of Investment Management from 2019-09-25T17:24:30
You would be hard-pressed to find anyone who has done more to educate and inform individual investors about the fundamentals of effective investing than Meb Faber. Over the past decade and longer, ...
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#29: Louis-Vincent Gave On Staying One Step Ahead Of The Markets from 2019-08-14T19:33:09
When it comes to global macro investing, Louis-Vincent Gave is one of the most interesting thinkers in the world. His firm, GaveKal, puts out some of the most compelling research on Wall Street and...
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#28: Michael Oliver On Why Momentum Is Truth In Markets from 2019-07-10T16:31:38
Michael Oliver has been studying markets for over four decades but it was the 1987 stock market crash that became his "aha!" moment and converted him to what he calls "momentum structural analysis....
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#27: Diego Parrilla On The Perpetual Search For Extreme Optionality from 2019-01-09T17:27:34
Diego Parrilla has been eerily prescient in calling major turning points in a variety of markets over the past several years. Back in 2014, he published The Energy World Is Flat in which he detaile...
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#26: Erik Townsend On The Intersection Of Distributed Ledger Technology And Global Macro Investing from 2018-12-05T18:22:15
Erik Townsend is unique in the investing world for his deep expertise in two seemingly disparate fields: security technology and macro investing. This rare perspective gives him extraordinary insig...
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#25: Jonathan Tepper On The Single Most Important Question Investors Should Be Asking Right Now from 2018-11-08T18:30:10
Have we entered a new era of sustainably high corporate profit margins or will they revert over time to more normal historical levels? This is the single most important question equity investors sh...
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#24: Fred Hickey On Trusting In Your Own Research And Experience from 2018-09-12T17:31:31
Fred Hickey has been writing The High Tech Strategist, a monthly investment newsletter, for over 30 years. Over that time, he has developed an intensive research process focused on the tech sector ...
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#23: Jerry Parker On Finding Your True Calling In Life And The Markets from 2018-08-29T15:39:46
Jerry Parker began his career as an unfulfilled accountant looking for something more inspiring to do with his life. After getting rejected for several traditional jobs on Wall Street he responded ...
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#22: Ben Hunt on the Unparalleled Power Of Narrative in the Financial Markets from 2018-06-21T16:01:49
W. Ben Hunt, Ph.D. looks at the financial markets through a truly unique lens. With an extensive background in political science, game theory and history, Ben came to the financial markets relative...
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#21: Grant Williams on the Value Of Surrounding Yourself With Brilliant People and Just Listening from 2018-06-07T17:09:13
Grant Williams cut his teeth in the world of finance during one of the greatest speculative manias in history. As a prop trader at one of the largest firms in Tokyo, he had a front row seat to the ...
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#20: Eric Cinnamond on 'The Rapidly Increasing Inflationary Environment' from 2018-05-22T16:25:50
Eric Cinnamond has been called, “the godfather of small cap absolute return investing.” From 1998 to 2016 he ran an equity investment strategy that handily beat the 8% average annual return of the ...
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#19: Simon Mikhailovich on the Ultimate Insurance Policy: Gold from 2018-05-08T16:00:59
Simon Mikhailovich emigrated from the Soviet Union at the age of 19 with his family and just $100 in a suitcase. After putting himself through college he began a career in finance. Eventually, he f...
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#18: Roger McNamee on Being in the Right Place at the Right Time (and Making the Most of It) from 2017-12-12T18:48:30
Roger McNamee is one of the most successful technology investors of all time. While running the T. Rowe Price Science & Technology Fund, and generating a 17% compound average growth rate in the pro...
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#17: Kiril Sokoloff on Identifying the Next Big Thing from 2017-11-28T16:53:21
Among professional investors, Kiril Sokoloff is well known for his ability to identify major trends early on in their development cycle. For this reason his views are some of the most sought out in...
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#16: Tobias Carlisle on Beating 'The Little Book That Beats The Market' from 2017-10-31T20:09:30
Tobias Carlisle runs Carbon Beach Asset Management and is the author of several books including Deep Value, Concentrated Investing and his latest, The Acquirer's Multiple. In this episode we discus...
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#15: Peter Atwater: Welcome To The 'Backlash Era' from 2017-10-24T17:11:56
Peter Atwater was pioneer in securitization and has served in important leadership roles at some of the largest financial institutions on the planet. Today, he writes and speaks extensively about h...
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#14: Erik Townsend on Living The Macro Dream from 2017-10-17T19:15:43
Erik Townsend is a retired software entrepreneur turned hedge fund manager and host of the Macro Voices podcast. In this conversation Erik shares some of his formative experiences like breaking int...
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#13: Mark Yusko Discusses His Bet With Warren Buffett from 2017-10-10T22:45:29
To regular listeners, Mark Yusko needs no introduction. It was just a few months ago he appeared on the podcast to discuss Gut Instinct (And Why His Says We're Headed For A Crash). This time Mark s...
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#12: Danielle DiMartino Booth on Why The Fed Is Bad for America from 2017-10-05T16:52:36
Danielle DiMartino Booth started her career on Wall Street before shifting gears into journalism where she caught the eye of none other than the Oracle of Omaha, Warren Buffett. Eventually, she fou...
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#11: Dale Wettlaufer on Value Investing in the 21st Century from 2017-09-26T15:49:11
Dale Wettlaufer began his career as a fool, a Motley Fool that is, where he first learned to ply his trade as an analyst. A few years later, he found himself working in the same capacity for a legi...
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#10: William White on the Undesired Side Effects of Experimental Monetary Policy from 2017-07-26T18:29:05
William White started his career at the Bank of England before moving to the Bank for International Settlements where he served as chief economist. Today he is the chairman of the Economic and Deve...
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#9: Mark Yusko on Gut Instinct (and Why His Says We're Headed for a Crash) from 2017-07-18T17:23:15
Mark Yusko cut his teeth co-managing the endowment portfolio at Notre Dame and then putting together a team to do the same for the University of North Carolina. From there he setup a fund of hedge ...
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#8: Raoul Pal on Putting Together the Global Macro Puzzle from 2017-07-12T15:41:52
Raoul Pal readily admits he had the good fortune of being in the right place at the right time very early in his investment career. After getting his start during the depths of the recession brough...
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#7: Helene Meisler on Good, Old-Fashioned Technical Analysis from 2017-07-05T19:16:51
Helene Meisler started her career on Wall Street when a career on Wall Street, let alone being a woman on Wall Street, was a contrarian move. She eventually found her way to working for trading leg...
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#6: Todd Harrison on Taking the High Road to Wealth on Wall Street from 2017-06-27T18:57:13
"Do what you love, with people you respect while serving the greater good." These are the words Todd Harrison lives by. In this episode we discuss how this motto has served him through his career i...
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#5: Tom McClellan on Engineering Effective Stock Market Models from 2017-06-20T15:47:56
If you have spent any time around the markets, Tom McClellan is a name you are probably already familiar with. Tom's parents invented McClellan Oscillator and McClellan Summation Index, two of the ...
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#4: Bill Fleckenstein on Central Banks, Financial Bubbles and White Burgundy from 2017-06-13T14:27:24
Over the past 30 years, Bill Fleckenstein has managed money for Bill Gates, witnessed and profited from four epic financial bubbles and honed his palate for white Burgundy. As a dedicated short sel...
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#3: Steven Bregman on 'The Greatest Bubble Ever' (Passive ETF Investing) from 2017-06-06T14:05:41
Jim Grant calls Steven Bregman, "one of Wall Street's most interesting thinkers." I called upon him to share his thoughts on the massive and growing trend to passive investing which he calls, "the ...
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#2: Eric Cinnamond on the Value of Absolute Return Investing from 2017-05-31T13:47:50
Eric Cinnamond has been called "the godfather of small cap absolute return investing." From 1998 to 2016 he ran an equity investment strategy that handily beat the 8% average annual return of the R...
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#1: Welcome to the Financial Road Less Traveled from 2017-05-28T20:48:04
This episode is an introduction to Jesse Felder and his podcast, Superinvestors and the Art of Worldly Wisdom. Jesse has been managing money for over 20 years. He began his professional career at B...
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