WTFinance We Are Approaching An Uncontrollable Debt Spiral? with Jesse Felder
Oct 4, 2023
Jesse Felder, Founder of Felder Investment Research and host of Superinvestors, discusses the potential for an uncontrollable debt spiral in the US. Topics include bond markets, the FED's intervention, a possible dollar wrecking ball, and the end of overperformance by growth stocks. They also explore alternatives to the traditional 60-40 investment strategy and the importance of diversifying across different assets.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
The Significance of Long-Term Interest Rates and Market Volatility
01:33 • 2min
Factors Contributing to the Inverted Yield Curve and Liquidity Hole in the Market
03:55 • 22min
Reconsidering the 6040 Investment Strategy
25:38 • 2min
Diversification, Buying Opportunities, and Sentiment in Assets
27:11 • 3min
Reflection and Takeaway
30:04 • 2min