Guest Jesse Felder questions the soft landing narrative for the stock market, expecting more turbulence. They discuss recession risks and market reactions, the relationship between interest rates and equities, and the potential value of recycling nuclear waste. Also, they express skepticism towards power in Dubai and analyze crude oil, S&P futures, and the dollar index. Outlook for gold and high-yield bonds is discussed as well.

Jesse Felder, a macro analyst and founder of The Felder Report, shares his insights on potential market bubbles and economic risks. He discusses alarming insider trading signals that suggest a significant market downturn could be on the horizon in 2025. The conversation delves into the implications of inflation, the disconnect between market optimism and economic reality, and how these factors may impact corporate earnings. Felder emphasizes the need for defensive investment strategies as traders navigate uncertain waters.

When the game changes, the old rules don't apply and to succeed, you need to adopt a new playbook. Well, there's a good argument to be made that the investing gameboard has materially changed in the post-COVID era. But so far, both Wall Street and regular investors are still playing by the old rules. Is this a recipe for disaster? To find out, we have the good fortune today to hear from Jesse Fedler, founder & Editor of The Felder Report, a highly respected market research firm. He written a lot lately on the "sea change" the economy and financial markets have recently experienced. We'll ask him what the biggest implications will be & how investors should adapt to them. Follow Jesse at https://thefelderreport.com/ or on X/Twitter at @jessefelder To learn what's in store for this new Thoughtful Money channel, SUBSCRIBE FOR FREE to Adam's new Substack at https://adamtaggart.substack.com/ #recession #interestrates #techstocks

Jesse Felder shares his outlook on the Federal Reserve and its policies, discusses the mispricing of the stock market based on various metrics, compares the bond market to the stock market and explores the potential impact of a 5% 10-year yield on stock markets. He also talks about the widening deficit in the US and potential inflationary challenges for the Federal Reserve.

Jesse Felder, founder and Editor of The Felder Report, dives into the shifting macroeconomic landscape. He discusses signs of a potential recession, emphasizing the impact of rising interest rates and insider stock sales. Felder shares insights on the perils of AI's economic influence and the importance of defensive investment strategies. He also highlights undervalued opportunities in Chinese equities despite widespread skepticism. With a focus on positioning for future market turbulence, Felder offers actionable advice for investors navigating these uncertain times.

Jesse Felder, founder of Felder Investment Research, discusses recent market moves, potential trouble in commercial real estate, and the impact of Nvidia's earnings on the market. They also explore the challenges of tax season for crypto investors and the trend of MAG 7 companies investing in their own customers. Additionally, the barbell investment strategy and the shift towards real assets are analyzed.

Jesse Felder, a seasoned market analyst known for his insights on investment strategies, joins Andrew Brill to discuss key market trends as 2024 wraps up. They delve into how the strength of the U.S. dollar influences foreign investment and stock performance, raising concerns about potential shifts. The conversation highlights the rise of momentum trading and the risks posed by passive investing strategies, exploring their impact on capital flows and market valuations. Tune in for a lively discussion on navigating the evolving investment landscape!

Jack Mallers, CEO of Strike, discusses Bitcoin's emergence as a top-notch store of value and its potential impact globally. Henrik Zeberg critiques the current deflationary landscape and warns of an "everything bubble". Jesse Felder raises concerns about market fragility, particularly regarding CEOs cashing out stock options amid a strong dollar. Lastly, Jared Dillian offers insights into commodity trends and the implications of administrative changes for the economy. Together, these insights paint a complex picture of today's financial landscape.

Jesse Felder, a veteran of Bear Stearns and founder of Felder Investment Research, shares his insights on today's precarious markets. He reveals alarming trends, including unprecedented insider selling and Warren Buffett's cautious strategy. The discussion highlights recession signals and the hype around AI, questioning its sustainability. Felder also addresses the risks of passive investing and the dollar's overvaluation, advocating for commodities as potential winners. Tune in for his top investment advice for 2024!

Jesse Felder, author of The Felder Report, dives into the complexities of the current market trends, spotlighting the AI bubble and its implications. He highlights the risks tied to insider selling, drawing parallels to past crises. Felder discusses the discrepancy between AI hype and reality, warning of unsustainable business models. He also advocates for a defensive investment strategy, emphasizing opportunities in commodities like energy and copper, while analyzing credit spreads and yield curves to gauge market sentiment.