Superinvestors and the Art of Worldly Wisdom
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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 25 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 mak...
Neueste Episoden
62 Episoden
#62: Ruchir Sharma On What Went Wrong With Capitalism
To quote Aerosmith’s Steven Tyler, “There’s something wrong with the world today.” Wealth and income inequality have soared to levels not seen in a ce...
#61: Peter Berezin On Finding The Courage To Be A Contrarian
There is no greater contrarian on Wall Street today than Peter Berezin. But being out-of-consensus in one of the most competitive fields on the planet...
#60: Leigh Goehring On The Coming Revolution In Asset Markets
You could say that natural resources run in Leigh Goehring’s blood. The son of two oil and gas engineers, Leigh has spent nearly his entire life study...
#59: Vincent Deluard On The Paradigm Shift In Markets
More than anyone else I have read, Vincent Deluard has accurately and consistently described in real time the paradigm shift that has taken place in m...
#58: Peter Atwater On The Great Confidence Divide
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...
#57: Asif Suria On The Virtues Of Event-Driven Investing
This episode is long overdue. I've been following the work of Asif Suria for over a decade now and it has proven to be one the best sources of investm...
#56: Joseph Wang On How The Fed Forever Altered The Investing Landscape
My guest for this episode is Joseph Wang. Joseph is one of the most knowledgeable people I’ve come across when it comes to the world of central bankin...
#55: Ben Hunt On The Big ’Bust Out’
My guest for this episode is Ben Hunt. This is Ben’s second appearance on the podcast. I had the pleasure of first interviewing him a few years ago an...
#54: Tian Yang On The Virtues Of Variant Perception Versus Unconscious Conformity
Variant Perception is an investment research firm founded on the idea that man plus machine beats machine (or man) alone. In an era dominated by passi...
#53: Edward Chancellor On What History Can Teach Us About The True Cost Of Easy Money
Known as "one of the greatest financial historians alive," Edward Chancellor has been working in the markets for three decades now; his study of finan...
#52: Fred Hickey On ’Keeping Your Head When All About You Are Losing Theirs’
For over 35 years now, Fred Hickey has consistently performed in-depth research into a wide variety of individual stocks and what drives them over the...
#51: Diego Parrilla On The Three Levels Of The Investment Game
This is the third conversation with Diego Parrilla I have published as a podcast but the fourth time I have actually recorded a discussion of ours. Th...
#50: Kiril Sokoloff On The Virtues Of Just Watching The River
For long-time Superinvestors listeners, Kiril Sokoloff needs no introduction. Last summer, he was kind enough to host me at his home in Sun Valley, Id...
#49: Todd Harrison On The ’Trade Of A Lifetime’
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 maj...
#48: Jim Stack On Charting A Course Through Stock Market Rapids
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 s...
#47: David Hay On Balancing Risk Management With Timely Opportunism
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...
#46: Kiril Sokoloff On Seeking Truth In An Era Of Sophistry
For over half a century now, Kiril Sokoloff has not only identified in advance the most significant trends and innovations driving the markets and eco...
#45: Michael Oliver On The ’Massive Momentum Structure’ In The Stock Market
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 "financia...
#44: Julian Brigden On The Fed’s ’Impossible Trinity’
Julian Brigden is a master of models. In putting together his macro theses, which have presciently called major moves in everything from inflation and...
#43: Diego Parrilla On Appreciating The Opportunity Set In ‘Antibubbles’
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 call...
#42: Adam Rozencwajg On The Speculative Mania In Green Energy Stocks
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 ma...
#41: James Davolos On Protecting Yourself Against A Paradigm Shift In Inflation
Perhaps the biggest debate in the markets today is regarding the prospect of inflation. Will the massive fiscal stimulus and money printing of the pas...
#40: Grant Williams On Focusing On What’s Important
Since starting his newsletter roughly a decade ago and then founding RealVision a few years later, Grant Williams has established himself as one of th...
#39: John Hussman On Navigating One Of The Most Overextended Stock Markets Of All Time
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...
#38: Danielle DiMartino Booth On The Future Of The Federal Reserve
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 Fe...
#37: Keith McCullough On The Power Of Betting On Yourself
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 icono...
#36: Peter Atwater On The Coming Age Of ’Screwtiny’
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...
#35: Leigh Goehring On The Generational Opportunity In Energy Stocks Today
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 studyi...
#34: Michael Green On Detecting The Greatest Value In Markets Today
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 kna...
#33: Bill Fleckenstein On Profiting From Central Bank Mistakes
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, F...
#32: Christopher Cole On Appreciating Risk
Christopher Cole is one of the foremost thinkers and practitioners in the world of volatility trading. After beginning his career in Hollywood as a ci...
#31: Rob Arnott On Engineering A Better Index
Rob Arnott is one of the most accomplished and respected quantitative analysts in the world. He has written over 100 academic papers on everything fro...
#30: Meb Faber On The Future Of Investment Management
You would be hard-pressed to find anyone who has done more to educate and inform individual investors about the fundamentals of effective investing th...
#29: Louis-Vincent Gave On Staying One Step Ahead Of The Markets
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...
#28: Michael Oliver On Why Momentum Is Truth In Markets
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...
#27: Diego Parrilla On The Perpetual Search For Extreme Optionality
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 publish...
#26: Erik Townsend On The Intersection Of Distributed Ledger Technology And Global Macro Investing
Erik Townsend is unique in the investing world for his deep expertise in two seemingly disparate fields: security technology and macro investing. This...
#25: Jonathan Tepper On The Single Most Important Question Investors Should Be Asking Right Now
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 sin...
#24: Fred Hickey On Trusting In Your Own Research And Experience
Fred Hickey has been writing The High Tech Strategist, a monthly investment newsletter, for over 30 years. Over that time, he has developed an intensi...
#23: Jerry Parker On Finding Your True Calling In Life And The Markets
Jerry Parker began his career as an unfulfilled accountant looking for something more inspiring to do with his life. After getting rejected for severa...