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Superinvestors and the Art of Worldly Wisdom

Business

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 whatRead more

Popular episodes

#49: Todd Harrison On The 'Trade Of A Lifetime'

Nov 4 • 01:01:06
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 media business, Todd founded CB1 Capital several years ago. The firm, an investment adviser and manager, was born out of Todd's belief in cannabis as a relatively untapped source of...

#48: Jim Stack On Charting A Course Through Stock Market Rapids

Jul 28 • 01:14:01
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 market. That experience instilled in him the modicum of skepticism needed to successfully navigate major market turning points, both tops and bottoms, as well as an infectious enthusi...

#47: David Hay On Balancing Risk Management With Timely Opportunism

Jul 21 • 01:03:37
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 through vast experience in the markets. What's more, David also has a unique ability to balance a healthy respect for risk management with an openness to opportunities that arise...

#46: Kiril Sokoloff On Seeking Truth In An Era Of Sophistry

Jul 7 • 56:55
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 attractive investment opportunities afforded by them. As a result, his firm, 13D Research, has become one of the most respected and influential services among institutional investors arou...

#45: Michael Oliver On The 'Massive Momentum Structure' In The Stock Market

Jun 30 • 56:15
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. Well, Michael Oliver is surely one of those. There is traditional technical analysis, the study of charts which has been around for as long as markets, and then there is Michael's,...

#44: Julian Brigden On The Fed's 'Impossible Trinity'

Jun 23 • 01:07:05
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 stock market, he carefully studies inter-market relationships and correlations to come up with a framework grounded in real data rather than arcane theories and formulas. This pra...

#43: Diego Parrilla On Appreciating The Opportunity Set In ‘Antibubbles’

Apr 21 • 01:11:13
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 topic of bubbles and antibubbles has come up in both of my recent interviews with James Davolos, on the topic of inflation, and Adam Rozencwaig, on the mania in green energy sto...

#42: Adam Rozencwajg On The Speculative Mania In Green Energy Stocks

Mar 10 • 57:55
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 energy sector and, in just the five months since then, it has nearly doubled in value. Leigh and his firm still believe energy offers compelling value but to truly appreciate it, i...

#41: James Davolos On Protecting Yourself Against A Paradigm Shift In Inflation

Feb 24 • 01:05:29
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 global trade and demographics, result in a secular shift in the disinflationary paradigm we have seen for the past 40 years? To try to answer this question and to better understand...

#40: Grant Williams On Focusing On What's Important

Feb 10 • 01:04:55
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 wisdom in the world. His keen yet conversational interviews with some of the most interesting thinkers in the financial field have inspired investors of every ilk all around the...

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